Members

Workspace members are the people who have access to a workspace. Every object, setting, and page in a workspace is scoped to its members — someone who isn't a member of a workspace cannot view or act on it, even if they know the URL.

Adding a Member

Managing members is an admin-only action: adding, changing a role, and removing all require workspace Admin (or an Owner/Admin of the organization). Members can view the list but not change it.

Go to Settings → Members and click Add member. Enter the person's email address and choose a role:

• Member — Standard access to the workspace's OKRs, discovery, experiments, roadmap, feedback, and docs.
• Admin — Everything a Member can do, plus managing workspace settings, squads, custom fields, and other members.

Those are the only two workspace roles. Organization roles are separate — see Organization owners and admins below.

If the email doesn't match anyone who has signed in to Compass before, adding them still works — a placeholder account is created immediately, and they get full access the moment they sign in with that email address. There's no separate invite-acceptance step.

Adding someone to a workspace also adds them to the workspace's parent organization (as a Member) if they aren't already part of it.

Changing a Member's Role

Admins can use the role dropdown next to a member's name to switch them between Member and Admin. Changes take effect immediately.

You can't demote the workspace's last remaining Admin — promote someone else to Admin first.

Organization Owners and Admins

A workspace has exactly two roles, Member and Admin. An organization has three: Owner, Admin, and Member. The organization Owner role is deliberately absent from the workspace role dropdown — it is not a workspace role.

Anyone who is an Owner or Admin of the organization is treated as an Admin of every workspace in that organization, regardless of what their workspace role says. So an organization owner can always reach workspace settings, including the scoring model, and cannot be locked out of a workspace their organization owns.

Removing a Member

Click the trash icon next to a member's name to remove their access to the workspace. This does not delete their Compass account or affect their access to any other workspace.

You can't remove the last member of a workspace, and you can't remove the last remaining Admin — promote another member to Admin first if you need to remove the current one.

Creating a Workspace

Workspaces are created from Organization Settings, which is a different page from a workspace's own Settings — it covers the organization as a whole rather than one workspace inside it. Only an organization Owner or Admin can reach it.

Open Organization Settings → Workspaces and click Create workspace. The form asks for:

• Name — what the workspace is called, e.g. "Product Team".
• URL slug — the part that appears in the address bar, as in /your-org/product-team. It fills in automatically as you type the name, and you can edit it. Slugs may contain lowercase letters, numbers, and hyphens only, and no two workspaces in the same organization can share one.
• Description — optional.
• Who starts as a member? — choose who is added to the workspace when it is created:
  • Everyone in the organization (default) — every member of the organization is added. Organization Owners and Admins become workspace Admins; everyone else becomes a workspace Member.
  • Org admins only — only the organization's Owners and Admins (including you) are added, as workspace Admins. Use this for a sensitive or small-team workspace, then add the people who should have access from that workspace's own Settings → Members.

Either way, there is no separate invite step for the people who are seeded, and you can adjust individual roles afterwards from that workspace's own Settings → Members. Agents that create a workspace with create_workspace always use the default (everyone in the organization).

On success you land directly in the new workspace's OKRs page, and it appears in the workspace switcher at the top of the sidebar.

Your organization's first workspace is created for you when you sign up, as part of onboarding — this page is for adding further ones later.

Changing the Organization URL Slug

The organization's URL slug is the first part of every link: /{slug}/{workspace}/…. An organization Owner or Admin can change it in Organization Settings → Organization URL. Type the new slug (lowercase letters, numbers and hyphens, 2–63 characters; a few words such as api, login and portal are reserved) and click Change URL slug. Compass asks you to confirm before it changes anything, then takes you to the new address.

Old links stop working immediately. Compass does not redirect from the old slug, so anything that contains it returns a "not found" page or error:

• bookmarks and shared workspace links;
• links in emails and notifications that were already sent;
• your public portal links and portal SSO links (update the URLs your own app uses);
• MCP and API clients that pass the old slug as orgSlug: update them to the new slug.

The old slug becomes available for any other organization to claim. Workspace slugs are unaffected; they are changed separately.

Switching Between Workspaces

Click the workspace name at the top of the sidebar to open the workspace picker. Type to filter by workspace or organization name, use the arrow keys to move through the list, and press Enter to open one. Switching keeps you in the same section (for example, Roadmap stays Roadmap). When you belong to more than four workspaces, the ones you opened most recently appear first in a Recent group. Recents are remembered per browser and are not shared across devices.

Choose All workspaces at the bottom of the picker to open the full workspace gallery at /dashboard. It shows every workspace as a card, grouped by organization, with search (press / or ⌘K). Workspaces where you have read-only access are labelled Read-only. If you belong to only one workspace, signing in takes you straight to it.

Deleting a Workspace

Deleting a workspace is an admin-only action found in Settings, in a dedicated danger-zone panel. Click Delete workspace, then type the workspace's exact name to confirm — the delete button stays disabled until the typed name matches.

Deleting a workspace permanently removes all of its data, including OKRs, opportunities, experiments, roadmap items, and feedback. This action cannot be undone.