Members and roles

Use members and roles to control who can access a Querio workspace and what they can manage.

Add a member

1. Open workspace settings
2. Go to members
3. Click Add new member
4. Enter the team member's email
5. Choose Member or Admin
6. Send the invite

Querio sends a signup link to the email address. An invitation to connect a datasource needs Admin access; choosing a datasource invitation does not automatically grant it.

Roles

Admin users can manage datasources, members, context, and workspace settings.

Member users can use Querio for analysis but do not manage the workspace.

Change a role

Open the member or pending invitation's actions menu and choose Make Admin or Make Member. These controls change only Admin and Member group assignments; Owner and custom group assignments stay unchanged. Changing developer access does not change group membership.