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Documentation Index

Fetch the complete documentation index at: https://docs.genie-app.de/llms.txt

Use this file to discover all available pages before exploring further.

Every workspace has a members list that determines who can access projects and what they can do. Owners and admins control the list: they can invite new people, adjust roles, and remove members at any time. Regular members and editors can see the workspace and work in projects, but they cannot manage other members or workspace settings.
Only owners and admins can open Settings and manage workspace members. If you do not see the Settings link in the sidebar, contact your workspace owner.

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Roles at a glance

Genie has four workspace roles. Each role inherits all the permissions of the roles below it.

Owner

Full control over the workspace. Owners can manage all members — including promoting someone else to owner — change any setting, and delete the workspace. There is always at least one owner and an owner cannot leave the workspace without transferring ownership first.

Admin

Can manage members (except other owners), toggle workspace settings, enable or disable the activity log, and manage MCP integrations. Admins always have access to all projects regardless of project-level access control.

Member

Can create new projects, edit any project they have access to, and collaborate normally. When project access control is enabled, members must be explicitly invited to individual projects by an admin or owner.

Editor

Can edit projects they have already been invited to, but cannot create new projects. This role is suited for external collaborators or contractors who should work on specific projects without broader access.

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Invite people to your workspace

You can invite new members by generating a shareable invite link. Each invite link carries a specific role, a maximum number of uses, and an expiry date.
1

Open Invitations

From the workspace home, click Settings in the sidebar footer, then click + Invite in the Members & Roles section header. This opens the Invitations page.
2

Configure the invite

Fill in the three fields under New Invitation:
  • Role — choose the role the invited person will receive when they accept: Editor, Member, Admin, or Owner.
  • Max Uses — how many people can use this link before it expires. Default is 1.
  • Valid (days) — how many days the link stays active. Default is 7.
3

Create and copy the link

Click Create Invite. The new invite appears in the Existing Invites list below the form. Click Copy link next to it to copy the full invite URL to your clipboard.
4

Share the link

Send the copied link to the person you want to invite — by email, Slack, or any other channel. When they open the link and click Join Workspace, they are added immediately with the role you chose.
Create a link with a high Max Uses count for open team onboarding (for example, when sharing a workspace link in a company-wide Slack channel), and a link with Max Uses = 1 for one-off external invites.

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Manage existing members

To view or change a member’s role, go to Settings in the sidebar and find the Members & Roles section.

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Find a member

Use the search bar above the members table to filter by name or email address. You can also filter by role using the tab buttons: All, Owner, Admin, Member, or Editor.

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Change a member’s role

1

Open the member panel

Click anywhere on a member’s row in the table, or click the pencil icon on the right side of the row. A side panel slides in showing the member’s current role and join date.
2

Select the new role

Use the Change role dropdown to pick a new role. The options available depend on your own role: only owners can assign the Owner role to someone else.
3

Save

Click Save role. The change takes effect immediately.

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Remove a member

1

Open the member panel

Click the member’s row or the pencil icon to open their side panel.
2

Remove

Scroll to the bottom of the panel and click Remove member. Confirm the action. The member loses access to the workspace and all its projects immediately.
Removing a member is immediate and cannot be undone from the UI. To restore access, you will need to send a new invite link.

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Leave a workspace

If you are a member, admin, or editor (but not the sole owner), you can leave a workspace yourself. Open your own row in the members table and click Leave workspace at the bottom of the side panel.
If you are the only owner of a workspace, you cannot leave until you transfer ownership to another member.