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Membership grants access to a specific workspace. A member’s role and feature access then determine what they can see and change.

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Manage members

Workspace administrators open Settings > Members to add eligible organization users, review current members, change supported roles, or disable workspace access. Removing a member blocks their workspace access immediately. Choose an active replacement member during removal to transfer owned records and follow-up work. Without a replacement, ownership can be removed. Unfinished summaries pass to an eligible reviewer; approved history keeps its original attribution. Removal also revokes the person’s workspace access keys and chat identity links. It does not delete their account or remove access to other workspaces. You cannot remove yourself or the last active workspace administrator.

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Administrator boundaries

  • An organization administrator manages organization-wide settings, billing, shared feature access, branding, and organization-level connections.
  • A workspace administrator manages the active workspace, its members, context, and supported workspace settings.
  • A member works with the features and records their access allows.
One person can have different access in different workspaces.

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Feature access

Organization administrators open Settings > Feature access. The page title is Funktionsadgang. Catalog labels in this screen are in Danish. Create a template with Ny skabelon. Apply it when you invite a member, then adjust that person later. Test access with a normal member account when you change a template. Administrator access can hide gaps in the intended member setup. Område checkboxes hide whole product areas. The meeting control is Møder & briefinger. It hides briefings, meetings, and summaries together. Kontakter hides companies, people, their detail pages, import, and create actions. Kalenderintegration hides prompts to connect a calendar and the Google or Outlook setup. Meetings can still be added with the invite address. Handlinger checkboxes hide specific edits: Tilføj og redigér noter, Tilføj tags, Skift ejer, Administrer virksomhedsrelationer, and Slet og arkivér. Existing notes, tags, owners, and relationships stay visible. Tilføj tags only hides the tag picker. Work is a package entitlement. A member template does not turn Work on or off. Older templates can still show a Work (legacy) group. That group no longer controls Work. Feature access does not activate a paid feature on its own. Work, meeting, or other plan requirements must also be satisfied. Access checks apply to navigation, records, imports, the Assistant, MCP, and the public API.