For an explanation of what each role allows, see Roles & Permissions.
Assigning Roles to Users
Go to Settings > Workspace > Users and click on a user to open their details drawer.- Vault Role — select the user’s global role from the dropdown.
- Workspace Access — manage which workspaces the user can access and with what role. Click Add access to select a workspace and assign a workspace role to it. You can add access for multiple workspaces. To change a role on an existing workspace, update it inline. To remove access to a workspace, delete the entry.
Managing Teams
Go to Settings > Workspace > Teams to create and manage teams. To create a team, click Create Team, enter a name, and confirm. Once the team exists you can:- Add members — select users to add to the team. A user can be a member of multiple teams simultaneously.
- Remove members — remove them from the team’s member list.
- Rename the team — update the team’s name at any time.
- Delete the team — removes the team entirely. This does not deactivate the team’s members or remove their directly assigned roles.