Workspaces and team members

Create workspaces, invite teammates, assign Owner, Admin, Editor, and Viewer roles, transfer ownership, and switch between workspaces.

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On this page

Roles at a glance
Create a workspace
Rename or edit the description
Switch between workspaces
Invite team members
Resend or revoke an invitation
Change a member's role
Remove a member
Transfer ownership
Confirm it worked
Troubleshooting
Next steps
Related guides

A workspace is the container for everything in BankSync: your connected banks, feeds, integrations, dashboards, and the team members who can access them. Each workspace has its own plan and billing, and every member has a role that decides what they can do. This guide walks through creating workspaces, switching between them, and managing your team.

Invite teammates, set roles, and manage pending invitations from Settings.

Before you start

You can belong to many workspaces, but each one is billed separately. Creating, renaming, and deleting a workspace, plus inviting members and changing roles, all require the Owner or Admin role. Without it, General and Members open in a read-only "View only" mode. The free plan caps a workspace at 1 seat, so adding teammates needs a paid plan or extra seats. See Managing your plan for limits and add-ons.

Roles at a glance#

Every member holds exactly one role. Roles are ordered from most to least access, and only the Owner can transfer ownership or delete the workspace.

Capability	Owner	Admin	Editor	Viewer
View data, feeds, and dashboards	Yes	Yes	Yes	Yes
Create and edit banks and feeds	Yes	Yes	Yes	No
Edit General settings (name, description, icon)	Yes	Yes	No	No
Invite, remove, and re-role members	Yes	Yes	No	No
Manage billing and the plan	Yes	Yes	No	No
Transfer ownership	Yes	No	No	No
Delete the workspace	Yes	No	No	No

One Owner per workspace

A workspace always has exactly one Owner, the person who created it (or whoever it was transferred to). To make someone else the Owner you transfer ownership, which demotes the previous Owner to Admin. There is no way to have two Owners at once.

Roles and seats are plan-gated

Free and Starter workspaces are Owner-only. Standard adds the Viewer role. Professional and Business include all four roles (Owner, Admin, Editor, Viewer), with 5 and 10 seats respectively. Viewers do not consume a seat, so on plans that include the Viewer role you can add as many viewers as you need.

Create a workspace#

New workspaces start on the free plan with you as the Owner.

Create a new workspace

Open the workspace menu
Click your current workspace name in the top header to open the dropdown.
Choose Create Workspace
Hover Switch Workspace to expand the list, then click Create Workspace at the bottom. The Create Workspace dialog opens.
Name it
Fill in Workspace Name (required), and optionally a Description and an Icon. Click Create Workspace.
Land in the new workspace
After it is created (POST /api/workspaces), BankSync switches you into the new workspace so you can start connecting banks.

Rename or edit the description#

A workspace's name, description, and icon live in Settings > General.

Edit General settings

Open Settings > General
In the settings sidebar, under the Workspace group, click General. (Direct URL: /$wid/settings/general.)
Update the fields
Edit Workspace Name *, the Description, or click the icon tile to pick a new Icon.
Save
Click Save Changes. The button is disabled until the name is non-empty.

View only banner

If you see a banner reading "View only: you need Admin access to edit workspace settings", your role is Editor or Viewer. Ask an Owner or Admin to make the change or to raise your role.

Switch between workspaces#

The workspace switcher lives in the top header.

Switch workspaces

Open the menu
Click your workspace name in the header.
Expand Switch Workspace
Hover (or tap) Switch Workspace to reveal every workspace you belong to. The active one shows a checkmark, and any client portal workspace is tagged Portal.
Pick one
Click a workspace name. BankSync reloads into that workspace with its own banks, feeds, and billing.

Invite team members#

Invitations are sent by email from Settings > Members. The invitee gets a link and joins once they accept.

Invite a teammate

Open Settings > Members
In the settings sidebar, click Members. (Direct URL: /$wid/settings/members.) It lists current members and any pending invitations.
Start the invite
Click Invite Member to open the inline form.
Enter the email and role
Type the Email Address, then pick a Role tile: Admin, Editor, or Viewer. (Owner is assigned only by transfer, not by invite.)
Send it
Click Send Invite. The request hits POST /api/workspaces/:id/members/invite, and the address appears in the list with an Invited badge until accepted.

Settings > Members: roles, the Owner's crown, and a pending invite with its Invited badge.

Seat and role limits

The free plan allows a single seat and owner-only roles, so any invite is rejected with a 403 "member limit" or "role isn't available" message. When you hit your seat cap, an "Upgrade to invite more members" nudge appears with a Manage Add-ons link to buy extra seats. Viewers are unlimited on every plan.

Resend or revoke an invitation#

Pending invitations show a Mail icon and the role they were invited as. Each has its own controls.

Action	Where to click	What happens
Resend	The refresh (circular arrow) icon on the pending row	A fresh invitation email goes out (POST /api/workspaces/:id/invitations/:id/resend). Use this if it never arrived.
Revoke	The trash icon on the pending row	The invitation is cancelled and disappears from the list (DELETE /api/workspaces/:id/invitations/:id). The link stops working.

Expired invitations

An invitation that passed its expiry shows an Expired badge instead of Invited. Click resend to issue a new, valid link, or revoke it if it is no longer needed.

Change a member's role#

Once a teammate has accepted, you can move them between roles at any time.

Change a role

Find the member
In Settings > Members, locate their row. Members are grouped by role, Owner first.
Pick a new role
Use the role dropdown next to their name and choose Admin, Editor, or Viewer. The change saves immediately via PATCH /api/workspaces/:id/members/:uid/role, and their badge updates.

You cannot re-role yourself or the Owner

The role dropdown only appears for members other than yourself and never for the Owner. To change the Owner you must transfer ownership instead. Editors and Viewers do not see role controls at all, because re-roling needs Admin or Owner.

Remove a member#

Removing a member revokes their access immediately. Their connected data stays in the workspace.

Remove a teammate

Open the member's row
In Settings > Members, hover the member you want to remove.
Click the trash icon
Click the trash (Remove member) icon. The request hits DELETE /api/workspaces/:id/members/:uid and the row disappears.

Leaving on your own

Members who are not the Owner can remove themselves with the Leave Workspace button at the bottom of the Members panel. The Owner cannot leave; transfer ownership first, then leave or delete the workspace.

Transfer ownership#

Only the Owner can hand the workspace to someone else. The new Owner must already be a member.

Transfer ownership

Open Settings > Members as the Owner
The crown icon only shows for the current Owner.
Click the crown next to a member
Click the crown (Transfer ownership) icon on the row of the member who should take over.
Confirm the swap
The transfer runs via POST /api/workspaces/:id/members/transfer-ownership. That member becomes Owner and you are automatically demoted to Admin.

Transfer moves billing too

The Owner controls billing and is the only role that can delete the workspace. After a transfer, the new Owner holds those rights. Make sure you trust the recipient before handing it over.

Confirm it worked#

A new workspace appears in the Switch Workspace list with a checkmark when active.
After editing General settings, the new name shows in the header and the switcher.
An invited teammate appears in Members with an Invited badge, then moves into the active member list with their role badge once they accept.
After a role change, the badge next to the member reflects the new role.
After a transfer, the new Owner carries the crown badge and you show as Admin.

Troubleshooting#

Common issues

Invite email not received: click the resend (refresh) icon on the pending row, and ask the teammate to check spam. Can't invite anyone / 403 error: you are at your plan's seat limit or on a roles-restricted plan, so use Manage Add-ons to buy seats or upgrade. Can't change a member's role: you need the Admin or Owner role, and you can't re-role yourself or the Owner. No role dropdown or crown showing: those controls only render for Owner/Admin, and the crown only for the Owner. Fields greyed out with a "View only" banner: your role is Editor or Viewer; ask an Owner or Admin to act for you.

Next steps#

Manage your plan

Add seats, change tiers, and update billing.

Delete a workspace

Permanently remove a workspace and its data.

Manage your plan and seats

Managing your plan: seats, add-ons, and the billing controls behind member limits.
Deleting a workspace: permanently remove a workspace and everything in it.
Connecting banks: start filling a new workspace with data.
Set up a client portal: give each client an isolated child workspace instead of a seat.