# # Managing Members Permissions in Table Table Admin can efficiently manage access by inviting members, adjusting roles, tracking member activity, and revoking permissions when necessary. ## Inviting New Members To add a new member to a table, follow these steps: 1. Within the application, hover over the table name. 2. Click the ellipsis (**…**) icon 3. Select **"Permissions"** from the drop-down list. This will open the permissions management panel for the table. 4. Click "Add Members"**,** **Ensure that the user has already been invited to the workspace before adding them to a specific table.** 5. From the drop-down list, choose the member you want to invite. 6. By default, members are added as **Viewers**. To change their role, click on the role name and select the appropriate permission level from the drop-down list. 7. **Confirm the Assignment:** The selected user will now have the assigned role within the table. **⚠️ Users must be invited to the workspace before they can be assigned a role to a table.** --- ## Modifying an Existing Member's Role To change a member’s role within a table: 1. ``` Within the application, hover over the **table** name. ``` 2. ``` click the ellipsis (**…**) icon. ``` 3. ``` select **"Permissions"** from the drop-down list. ``` 4. ``` Find the **Member** whose **role** you want to modify. ``` 5. ``` Click on their current **role.** ``` 6. ``` select a new Role level from the drop-down list. For detailed information about **roles** levels, click [here](https://docs.datalexing.sa/en/articles/10436499-role-levels-and-permissions#h_48ab7f0aeb). ``` 7. ``` The updated **role** will take effect immediately. ``` --- ## Searching for Members by Name To quickly locate a specific **member** within a table: 1. ``` Within the application, hover over the **table** name. ``` 2. ``` click the ellipsis (**…**) icon. ``` 3. ``` select **"Permissions"** from the drop-down list. ``` 4. ``` Use the **Search Bar,** Under the **Members** tab. ``` 5. ``` enter the **Member's** name in the search field. ``` --- ## Filtering Members by Role To **filter** **table** members based on their assigned **roles**: 1. ``` Within the application, hover over the **table** name ``` 2. ``` click the **ellipsis (…)** icon ``` 3. ``` select **"Permissions"** from the list. ``` 4. ``` Click **"All Roles”,** Under the **Permissions** tab. ``` 5. ``` Choose the **role** you want to filter by. ``` --- ## Removing a member from a Table If a **member** needs to be removed from a **table**: 1. ``` Within the application, hover over the **table** name ``` 2. ``` click the **ellipsis (…)** icon ``` 3. ``` select **"Permissions"** from the list. ``` 4. ``` Locate the **member** in the **member** list. ``` 5. ``` Scroll to the end of the **table** and click the **trash icon** next to their name. ``` 6. ``` A warning message will appear—click **"Delete"** to finalize the removal. ``` ⚠️ Removing a user from a table will revoke their access to that specific table. Their permissions will revert to their workspace-level or team-level role if applicable. To learn more about **Permission Hierarchy, click **[**here**](https://intercom.help/datalexing-new/en/articles/10441128-role-hierarchy-access-levels). --- # Managing Teams Permissions in Table ## Inviting New Teams To add a new **team** to a **table**, follow these steps: 1. ``` Within the application, hover over the **table** name. ``` 2. ``` Click the ellipsis (**…**) icon ``` 3. ``` select **"Permissions"** from the drop-down list. This will open the permissions management panel for the **table**. ``` 4. ``` Click on **Teams** Tab ``` 5. ``` Click "**Add Team**"**,** **Ensure that the team has already been created in the workspace before adding them to a specific table.** ``` 6. ``` From the drop-down list, choose the **team** you want to **invite**. ``` 7. ``` By default, teams are added as **Viewers**. To change their **role**, click on the role name and select the appropriate permission level from the drop-down list. ``` 8. ``` The selected **team** will now have the assigned **role** within the **table**. ``` **Teams must be created to the workspace before they can be assigned a role to a table. to learn how to create a team click here.** --- ## Modifying an Existing Team’s Role To change a **team’s** role within a table: 1. ``` Within the application, hover over the **table** name ``` 2. ``` click the ellipsis (**…**) icon ``` 3. ``` select **"Permissions"** from the drop-down list. ``` 4. ``` Click on **Teams** Tab ``` 5. ``` Find the **team** whose role you want to modify. ``` 6. ``` Click on their current **role** and select a new **Role** from the drop-down list. For detailed information about roles, click [here](https://docs.datalexing.sa/en/articles/10436499-role-levels-and-permissions#h_48ab7f0aeb). ``` 7. ``` The updated role will take effect immediately. ``` --- ## Searching for Teams by Name To quickly locate a specific **team** within a table: 1. ``` Within the application, hover over the **table** name ``` 2. ``` click the ellipsis (**…**) icon ``` 3. ``` select **"Permissions"** from the drop-down list. ``` 4. ``` Click on **Teams** Tab ``` 5. ``` **Use the Search Bar,** Under the **Teams** tab ``` 6. ``` write the **team’s** name in the **search field**. ``` --- ## Filtering Teams by Role To filter **table** **Teams** based on their assigned **roles**: 1. ``` Within the application, hover over the **table** name. ``` 2. ``` click the **ellipsis (…)** icon. ``` 3. ``` select **"Permissions"** from the list. ``` 4. ``` Click on **Teams** Tab. ``` 5. ``` Click **"All Roles”,** Under the **Permissions** tab. ``` 6. ``` Choose the **role** you want to **filter** by. ``` --- ## Removing a Team from a table If a **Team** needs to be removed from a table: 1. ``` Within the application, hover over the **table** name. ``` 2. ``` click the **ellipsis (…)** icon ``` 3. ``` select **"Permissions"** from the list. ``` 4. ``` Click on **Teams** Tab ``` 5. ``` Locate the Team in the Teams list. ``` 6. ``` Scroll to the end of the table and click the **trash icon** next to the team’s name. ``` 7. ``` A warning message will appear—click **"Delete"** to finalize the removal. ``` **⚠️ Removing a team from a table will revoke their access to that specific table. Their permissions will revert to their workspace-level or member-level role if applicable. To learn more about Permission Hierarchy, click **[**here**](https://intercom.help/datalexing-new/en/articles/10441128-role-hierarchy-access-levels).