How to Add or Remove
Users in Workspace

Noty
for Project
Management

To foster collaboration with your teammates, you can add users to your Noty Workspace. In this article, you will learn how to add/remove users to your Workspace and change their membership status.

Each Workspace has three types of members:

Admins have access to all the Plan features, can change Workspace settings, add or remove members, and change their membership status.
Members have access to all the features of the Workspace’s current subscription plan.
Lite members have access only to the free plan features within this Workspace.
Managing Workspace Users
1. Go to Noty.ai App and log in as the Workspace Admin.
2. You will be automatically redirected to your Primary Workspace. If you need to add a user to another Workspace, click on the Workspace name in the left panel and choose the necessary Workspace in the drop-down.
3. In the left panel, click on Settings and go to Members to see the current users in your workspace.
4. Type in the email of a user you want to invite in the entry field of the Email Invitation section. Click on the email in the drop-down to select the email. Then, select their status and click Invite.

Setting a primary workspace is important as all your conversation transcriptions will be stored there. If you need to store certain conversations in the workspace that is not your primary, you need to change the settings.

Important: For users on Pro plan, primary workspace is assigned by default. It's the paid workspace on your account.

Keep in mind that you need to change your primary workspace before the meeting that you want to store in another workspace. To assign a primary workspace, follow these steps:

1. As you sign in to the Noty.ai application, the primary workspace will open by default. In the left menu panel, click on your current workspace name. In the drop-down list, select the workspace that you want to make primary:

Membership of New Workspace Users

By default, the membership of your new user is set to Member. If you want to change it immediately you can click on Member in the right corner of the entry field and choose the membership status in the drop-down.

Adding More Users to Workspace

If you need to add multiple users, just type in their emails in the same entry field. Keep in mind, though, that all your users will automatically have the same membership status (stated in the same entry field).

Click Invite for Noty to send an invite and add the users to your Workspace. If they do not appear on the member's list, reload the page. The users who haven’t accepted the invite yet will have Invitation pending next to their membership status.

Keep in mind that your users need to sign in to Noty and enable necessary integrations to have their conversations transcribed by Noty and use other functionality.

The primary workspace will be marked with a special icon in the Workspace tab:

Removing a User from Workspace

In the left panel, go to Settings and click on Members.
Find the user you want to remove from the workspace and click on icon to Remove member and then click Remove again in the confirmation pop-up.

The user will automatically disappear from your list and will no longer have access to your Workspace. Their conversations and AI summarization will be lost unless the user backs them up to Google Drive.

Managing the Membership of Workspace Users

In the left panel, go to Settings and click on Members.
Find the user whose status you want to change and click on their membership status next to their name and email.
In the drop-down menu, click on the new membership status you want to grant to this user.

Done! Noty will automatically charge an additional payment if you upgrade the user from Lite to Member or Admin.

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How to Add or Remove
Users in Workspace

How to Add or Remove
Users in Workspace

Noty
for Project
Management

Managing Workspace Users

Keep in mind that you need to change your primary workspace before the meeting that you want to store in another workspace. To assign a primary workspace, follow these steps: