Configly workspaces: members and roles – Configly Help Centre

Your Configly account is a workspace, and everyone you invite works inside it. The workspace holds your Zendesk connections, snapshots, health checks and billing, so someone you invite sees the same connections you do rather than starting from an empty account.

Every workspace has exactly one Owner. Past that, add as many people as you need. There is no seat limit and no per-seat charge on any plan, including Free.

Roles

You set a role when you invite someone, and you can change it afterwards. Roles are enforced on the server for every request, so a hidden button is never the thing stopping an action.

Can do	Owner	Admin	Member
View configuration and snapshots	Yes	Yes	Yes
Compare snapshots	Yes	Yes	Yes
View dependency maps	Yes	Yes	Yes
Run health checks	Yes	Yes	Yes
Run What-If simulations	Yes	Yes	Yes
Run a sync	Yes	Yes	No
Connect and manage Zendesk instances	Yes	Yes	No
Apply changes to Zendesk	Yes	Yes	No
Invite and manage members	Yes	Yes	No
Manage billing and the subscription	Yes	No	No
Transfer ownership	Yes	No	No

An Admin can do everything an Owner can except manage billing and transfer ownership. A Member can read and analyse everything in the workspace but cannot change anything in it or in your Zendesk.

Note

Applying changes to Zendesk also depends on your plan. Members are refused on role, and on the Free plan the action is unavailable to everyone in the workspace, Owner included.

Inviting someone

Go to Settings, then Members.
Enter the person's email address.
Choose Admin or Member.
Send the invitation.

They receive an email with a join link. Invitations expire after seven days, and you can revoke one at any time from the same page before it is accepted.

You cannot invite someone directly as Owner. Invite them as an Admin first, then transfer ownership.

Accepting an invitation

The join link opens a page showing which workspace the invitation is for and which role it carries. Setting a password from that page creates the account and joins the workspace in one step.

Warning

An email address that already has a Configly account cannot accept an invitation. Configly refuses it rather than merging the two accounts. If the person you are inviting already signed up on their own, they need to use a different address, or delete their existing account first.

Someone who joins from an invitation does not get a workspace or a subscription of their own. They work in your workspace, on your plan.

Changing someone's role

On Settings, then Members, change a person between Admin and Member at any time. The change applies to their next request; they do not need to sign out.

The Owner role is not in that list. Moving it is a separate action.

Transferring ownership

Only the current Owner can transfer ownership, and only to someone already in the workspace. Pick the person on Settings, then Members, and confirm.

The transfer happens in one step: you become an Admin and they become the Owner. A workspace never has two Owners and never has none. Once it is done you lose access to billing, so if you are handing over an account you are leaving, transfer before you go.

Removing someone

Removing a member takes their access away immediately. Their name stays on the history of anything they did, so the audit trail does not develop gaps.

The Owner cannot be removed. Transfer ownership first, then remove the account that is now an Admin.

Assigning an instance to someone

A connection can carry one assigned workspace member, which is useful when different people look after different Zendesk instances.

The assignment is a label, not a permission. Any Owner or Admin can still sync, edit and apply to any instance in the workspace, whoever it is assigned to.

Seeing who did what

Snapshots, applies, GitHub Sync runs and health checks all record the person who ran them, so the activity log answers who as well as what.

If you use GitHub Sync, commits carry the acting Configly user as the commit author while the committer stays Configly. Git blame points at the person who made the change rather than at a shared bot account.

One workspace per person

An account belongs to a single workspace. There is no workspace switcher, and one email address cannot be a member of two workspaces at once. If you need someone in two workspaces today, they need a separate address for each.

Manage your members

Invitations, roles and ownership transfer all live in one place.

Open Settings, then Members