Damian RamosMay 11, 2026
Managing Team Access
Managing Team Access
Damian Ramos
Learn how to invite new team members, assign roles, and manage user permissions within your Gale workspace. This guide covers adding users, updating access levels, and removing team members securely.
Managing Team Access
Damian Ramos
Learn how to invite new team members, assign roles, and manage user permissions within your Gale workspace. This guide covers adding users, updating access levels, and removing team members securely.
Chapters
00:00
Introduction
Overview of managing team access in Gale.
00:09
Inviting Team Members
00:27
Managing Pending Invites
00:36
Roles and Permissions
00:56
Updating User Roles
01:17
Removing Team Members
Transcript
00:00
Managing Team Access in Gale in this walkthrough, we'll cover how to invite team members and manage access within your Gale workspace.
00:09
To invite a new team member, start by going to Settings, then Users.
00:14
From there, click Add User, enter the person's email address, select the appropriate role, and then click Send Invite.
00:22
Once sent, the invitee will receive an email with a link to join your workspace.
00:27
You can also manage pending invitations from this area.
00:29
If someone hasn't joined yet, you can choose to resend the invitation or revoke it if needed.
00:36
Next, let's look at roles and permissions.
00:38
There are two available roles in Gale.
00:41
The first is admin.
00:43
Admins have full access across the workspace, but they cannot delete the workspace itself.
00:48
The second is User.
00:49
Users have read only access to most areas, but they can still create campaigns and add contacts.
00:56
If you need to change someone's role, go back to Settings.
00:59
Then Users, find the team member you want to update, click the pencil icon, select the new role, and confirm the change.
01:07
You can also use the Users page to manage your full team.
01:10
This view lets you see each member's name, email role, product access, and available actions.
01:17
If you need to remove someone from the workspace, locate that team member in the list and click the Trash icon.
01:23
Then select Remove from Team and confirm the removal.
01:26
Once removed, that team member loses access immediately.
01:30
Any agents or content they created will remain in the workspace.
01:33
With user roles and access controls in place.
01:36
Gale makes it easy to manage your team securely and keep the right people connected to the tools they need.
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