Membership Operations

Documentation Index

Fetch the complete documentation index at: https://docs-dev.tessact.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

In Tessact, workspace membership changes can start from the Users directory instead of only from an individual workspace. This matters when admins think in terms of people first:

• where does this user already have access?
• where should that access change?
• is the same change needed for several users at once?

That is why the user directory includes workspace-aware columns and bulk membership actions.

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Audit Membership From The Directory

The Workspaces column gives the first membership signal. It helps you distinguish:

• users with no workspace access
• users with one clear operational home
• users spread across many workspaces

Use the workspace filter when you need to isolate everyone who belongs to one workspace and compare that against expected membership.

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Add Users To A Workspace

When several people need the same access, select them in the directory and use Add to workspace. The membership modal lets admins:

• choose the destination workspace
• choose the workspace role
• apply the change only to eligible users

This is more efficient than opening each workspace individually when onboarding a team or correcting access for a cohort.

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Remove Users From A Workspace

Use Remove from workspace when a user’s organization account should stay active but their access to a specific workspace should not. This is the right action for:

• team changes
• project handoffs
• temporary external access that has ended
• workspace cleanup after an initiative closes

Removing workspace membership is more precise than deactivating the account. Use the same selection flow for Remove from workspace:

1. Select the cohort in Users.
2. Open Remove from workspace.
3. Choose the workspace that should no longer be available.
4. Apply the removal without changing the organization account itself.

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When To Start From Users Instead Of Workspaces

Start from Users when:

• the change is about one person across several workspaces
• the same correction affects multiple users
• you are running access reviews by role or inactivity

Start from Workspaces when:

• you need to understand the workspace itself
• the question is about workspace ownership or limits
• the workspace member list is the primary object of review

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Common Review Patterns

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Offboarding

1. Filter or search the user.
2. Remove workspace memberships that should end immediately.
3. Deactivate the account if org access should also end.

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Role Change

1. Confirm current workspaces in the directory.
2. Add or remove workspace memberships as needed.
3. Adjust the organization role only if the person’s admin responsibility also changed.

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Cleanup

1. Filter users with no workspace.
2. Filter users inactive for 30+ days.
3. Review whether those accounts still need to exist.

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Best Practices

• Use workspace membership changes before touching organization roles.
• Keep workspace access narrow and operational.
• Prefer bulk membership changes for repeatable org events.
• Review inactive users with broad workspace access first.
• Treat no workspace accounts as a recurring cleanup queue.

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Next Steps