Last updated: 2026-03-20 · 2 min read

Managing External Members

The member management screen in your workspace settings gives you a single view of all the external members (customers and partners) you have invited to your Rooms.

Member list screen

Opening the External Members List

  1. Click "Settings" in the sidebar
  2. Open "Members"
  3. Switch to the "External Members" tab

Information You Can Review

Each member shows the following information.

FieldDescription
NameThe member's display name
Email addressThe email address used for the invitation
Rooms joinedA list of the Rooms the member currently belongs to
Last activityThe date and time the member last viewed a Room

Searching and Filtering

As the number of external members grows, you can search by name or email address.

External members are automatically added to your workspace's member list the moment they are invited to a Room. There is no need to add them to the list manually.

Managing Members at the Room Level

To manage the members of a specific Room, you can review and make changes from the "Members" tab inside that Room. For more details, see Managing Room Members.

Managing External Members | Help center