Access settings

Manage workspace members and external guests.

Outcome

Review who can access the workspace and shared review surfaces.

Applies to

Workspace admins and members responsible for access hygiene.

Before you start

Internal members and external guests are managed differently. Guests usually come from timeline or snapshot sharing.

Steps

  1. Open Settings.
  2. Choose Access.
  3. Use the members tab to review internal workspace people.
  4. Use the guests tab to review external access.
  5. Revoke stale guest access when reviews are complete.

What happens next

Regular access review keeps planning data visible only to the people who still need it.

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