Managing Members and Roles
Member Roles in PeerBie
Every workspace member has one of three roles that controls what they can see and do:
| Role | Permissions |
|---|---|
| Admin | Full access to everything: workspace settings, billing, member management, all projects, Knowledge Base approval |
| Manager | Create and manage projects, view workspace analytics, invite members to their projects |
| Member | Work on assigned tasks, use Lucy, post in feeds, submit Knowledge Base entries for approval |
Changing a Member’s Role
- Go to Admin Settings → Members.
- Find the person in the list.
- Click their role badge (Admin / Manager / Member).
- Select the new role from the dropdown.
- The change takes effect immediately.
[Screenshot: Member list with role dropdown]
Deactivating a Member
When someone leaves the team, deactivate (not delete) their account:
- Admin Settings → Members → find the person.
- Click Deactivate.
- Choose what to do with their open tasks: reassign to someone else or leave unassigned.
Deactivated members can no longer log in but their work history is preserved. They do not count toward your billing seat count.
Transferring Ownership
To transfer workspace ownership to another Admin, go to Admin Settings → Billing → Transfer Ownership. The current owner must confirm via email.
Project-Level Access
Beyond workspace roles, each project controls its own membership. A workspace Member might be added to some projects but not others. Project membership is managed by the project creator or any workspace Admin.
Best practice: Always have at least 2 Admins in your workspace. If the only Admin is unavailable, no one else can manage members or billing.
