Managing Team Members

As an admin in Obvious, you can easily invite team members, manage their roles, and control their workspace access to ensure your team has the right permissions. This helps maintain security and efficiency within your Obvious workspace.

Invite a member

1. Open Settings from the sidebar, then select Members.

2. Click into the Search members or add emails... field and type an email address. Press Enter or comma to add it. You can add multiple addresses before sending.

3. Choose a role from the dropdown beside the field: Guest, Member, Admin, or Owner (only workspace owners can assign the Owner role).

4. Click Invite. If the person already has an Obvious account, they are added to the workspace immediately. If they do not have an account yet, Obvious sends them an invitation. They will join the workspace when they sign up.

Note: Workspaces on seat-based plans have a seat limit. If your workspace is at capacity, you will need to remove a member or upgrade your plan before inviting someone new.

Change a member role

Obvious has four workspace roles: Guest, Member, Admin, and Owner. Each one controls what a person can see and do across the workspace. For a full breakdown of what each role includes, see Roles & Permissions.

To change someone role:

1. Go to Settings → Members.

2. Find the person in the members list.

3. Click the role dropdown in the Role column next to their name.

4. Select the new role. The change saves automatically.

Warning: If you are an Admin and you change your own role to Member or Guest, you will not be able to change it back yourself. Another Admin or the Owner will need to restore your access.

Remove a member

1. Go to Settings → Members.

2. Find the person you want to remove.

3. Click the role dropdown in the Role column and select Remove.

4. Confirm the removal in the dialog that appears.

When you remove a member, Obvious automatically revokes all of their access: their workspace membership, any projects they were individually shared on, and any projects they owned within the workspace.

The removed person immediately loses access to every workspace resource: projects, documents, sheets, and shared data.

Note: If you re-add someone later, they will rejoin as a regular workspace member. They will not automatically regain access to projects they were previously shared on. Those need to be re-shared individually.

If you need help with a removal or have questions about a specific situation, contact help@obvious.ai.

Manage pending invitations

When you invite someone who does not have an Obvious account yet, their invite stays pending until they sign up. Pending invites appear directly in the Members list with a Pending badge next to their name. The Joined column shows "—" until they accept. To cancel a pending invite, click the role dropdown in the Role column and select Cancel invite.

To manage your invite tokens and shareable link, go to Settings → Invites, which shows:

• How many invites you have available
• How many people you have invited
• A shareable invite link you can copy and send directly

If you have used all your available invites, click Request Invites to ask for more.

Manage team membership

Workspaces can also have teams, smaller groups within the workspace for organizing projects and people. To manage members within a specific team:

1. Go to Settings → Teams and select the team.

2. Click Manage members.

3. Add members by typing their email address and clicking Add. The person must already be in the workspace. If they are not, Obvious prompts you to invite them to the workspace first.

4. Change a team member role (Member, Admin, or Owner) using the dropdown next to their name.

5. Remove someone from the team by selecting Remove from the same dropdown.

Removing someone from a team does not remove them from the workspace. They keep their workspace access but lose access to anything scoped specifically to that team.