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Getting Started
Feature guides
Integrations
Community support
Dreambase supports companies, teams, and external collaborators via Workspace and Project membership and roles.
Workspace Team
Manage who has access to this workspace from the Team nav item (previously reachable only via Workspace Settings → Members).
Workspace roles
Workspace Owner (Editor): full control over workspace settings, billing, connectors, and member management, can created/edit anything.
Workspace Admin (Editor): manages most workspace settings, invites/removes members, oversees dashboards.
Workspace Member (Viewer): view dashboards only, no creation or editing.
Member management
Invite users by email, assigning a workspace role at invite time.
Assign roles — change a member's role at any time.
Remove members from the workspace.
Domain verification — members with a verified company email domain (set in Workspace Settings) can get automatic access.
Best practices
Audit member lists and roles regularly for security.
Remove inactive or unauthorized users promptly.
Prefer domain verification over one-off invites for teams on a shared company domain.
Workspace Team
Manage who has access to this workspace from the Team nav item (previously reachable only via Workspace Settings → Members).
Workspace roles
Workspace Owner (Editor): full control over workspace settings, billing, connectors, and member management, can created/edit anything.
Workspace Admin (Editor): manages most workspace settings, invites/removes members, oversees dashboards.
Workspace Member (Viewer): view dashboards only, no creation or editing.
Member management
Invite users by email, assigning a workspace role at invite time.
Assign roles — change a member's role at any time.
Remove members from the workspace.
Domain verification — members with a verified company email domain (set in Workspace Settings) can get automatic access.
Best practices
Audit member lists and roles regularly for security.
Remove inactive or unauthorized users promptly.
Prefer domain verification over one-off invites for teams on a shared company domain.