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Workspace Owner

The Workspace Owner manages a single workspace — its members, roles, and overall configuration.

What can a Workspace Owner do?

  • Invite new members to the workspace (existing users and new users via email)
  • Change member roles (Trainer, Reviewer, Learner)
  • Remove members from the workspace (single or bulk)
  • Create and manage courses, assignments, and groups — including duplicating courses and working with templates
  • Publish courses to the Marketplace for other workspaces to lease, and lease or purchase content from the Marketplace into your workspace
  • Manage your billing and subscription (plan, seats, invoices)
  • See AI spend for the workspace — total cost, breakdown by feature, model, course, and user
  • Configure workspace-wide settings: identity, theme, integrations, tags, AI defaults, audit trail, Branding Intro
  • Use Ask Aimee — the floating navigation assistant — to find any screen in the workspace
  • Delete groups (when not actively in use)
  • View the dashboard with workspace-wide metrics, including any pending course updates
  • Access all Trainer and Reviewer capabilities

Managing members

Navigate to Members in the sidebar.

Invite members

  1. Click Invite Members in the top-right
  2. Enter one or more email addresses (one per line, or separated by commas)
  3. Select a role from the dropdown
  4. Click Send Invitations

For existing users: They're added immediately with "Pending" status and notified by email. Their status updates to "Accepted" on their next login.

For new users: They receive an email with a signup link. After creating their account, they're automatically added to the workspace.

Change a member's role

  1. Find the member in the member list (use the search bar to filter)
  2. Click the role dropdown next to their name
  3. Select the new role

[!WARNING] Workspace Owners cannot assign the Admin role. Only existing Admins can promote users to Admin. This prevents privilege escalation.

Remove members

Single: Click the trash icon (🗑️) on their row → confirm in the modal.

Bulk: Select members with checkboxes → click Remove (N) → confirm.

[!NOTE] You cannot remove yourself (the Workspace Owner) from the workspace.

Managing your profile

Navigate to Settings → My Profile tab to update your display name, username, email, or password.

Day-to-day workflow

  1. Set up the team — invite trainers, reviewers, and learners via email
  2. Delegate content creation — trainers handle courses and rubrics
  3. Top up your library — browse the Marketplace to lease or purchase ready-made courses and learning paths from other workspaces
  4. Share what you build — list your own finished courses on the Marketplace for other workspaces to use
  5. Monitor progress — check the dashboard for completion rates and any Course Updates Available
  6. Manage groups — organize learners into training batches
  7. Watch your usage — review seats, storage, and AI sessions in the Billing tab so you're not surprised by limits