Only owners and admins can open Workspace settings and manage workspace members. If you do not see it under the account menu at the bottom of the sidebar, contact your workspace owner.
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.
Custom roles
The four built-in roles above are a starting point, not a ceiling — owners and admins can create custom roles that narrow exactly what a role is allowed to do, picked from a catalog of granular permissions grouped by area (projects, Genie Agents, Genie Tools, members, roles, integrations, billing, security, and more) — Genie Agents and Genie Tools each get their own view / create / edit / delete / run permissions, separate from a Genie App’s. A custom role always inherits one of the built-in roles as its base, and can only take permissions away from that base — never add ones the base role doesn’t have. So a custom role built on Member can, for example, keep the ability to create and edit projects while losing access to billing or the ability to remove other members, but it can never be granted something an Owner-only permission like deleting the workspace.1
Open Roles
Click the account row at the bottom of the sidebar, choose Workspace settings, then open Roles.
2
Create a role
Click New role and pick which built-in role it’s based on. This sets the ceiling for every permission it can hold.
3
Choose permissions
Untick anything you want this role not to have. A permission that depends on another (for example, removing a member depends on being able to see the member list) is handled automatically. Anything above the base role’s ceiling is locked and shows which role it comes from.
4
Assign it
Give the role a name and save it, then assign it to a member from their row in the members table the same way you’d assign a built-in role.
Deleting a custom role doesn’t remove access from the people who had it — they drop back to its base built-in role automatically.
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 the account row at the bottom of the sidebar, choose Workspace settings, open Members, then click + Invite. 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.
Working in the same project at once
A workspace project supports one active editor at a time. If you open a project a teammate is already working in, you enter spectator mode: you can watch the chat and live preview update in real time, but the prompt input is disabled. A banner above the input shows who currently holds the project.Manage existing members
To view or change a member’s role, click the account row at the bottom of the sidebar, choose Workspace settings, then open Members.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.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
Choose the member's roles
Tick every role this member should hold — a built-in role, a custom role, or several at once — in the Change role panel, which starts pre-ticked with whatever they currently have. The panel names the effective role live as you tick and untick. 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.
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.