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Member and team management lives under Settings Teams and owner or admin surfaces when the current user is allowed to manage it. A team has a name, description, type, active state and optional manager. Team membership records link a profile to a team and can keep a team specific role. The membership model allows one profile to belong to multiple teams.

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Workspace role versus team membership

The workspace role helps determine permission defaults. Team membership helps determine which team scope the user belongs to. They are not the same field. For example, a finance user can have Accounting and Agreements access through role defaults while also belonging to an operational team for shared work. A support user can have Tickets access without receiving Accounting access simply because both people belong to the same team.

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Managers

Managers can receive team based scope and permissions. Their exact visible areas depend on the permission snapshot and access resolver, so do not assume the word “manager” means full workspace visibility.

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Removing access

Revoking a workspace membership, leaving a team and denying a product area are different actions. Use the one that matches the access you actually want to remove.

Invite a member to your Lynka workspace

Invite a teammate, choose the right access level, and understand how plan access, installed areas, role defaults, and user overrides affect what they see.

Create and manage teams

Group workspace members into teams, assign team managers, and use team membership for collaboration and record scope without changing record ownership.

Assign and reassign work across your team

Use Lynka ownership and assignment to make responsibility clear for leads, deals, tickets, and other team work without confusing ownership with record visibility.

Give managers visibility without giving full admin access

Configure Lynka so managers can review team work and reporting while sensitive product areas and administrative actions remain separately controlled.

Remove a team member without losing track of their work

Review ownership, open records, tasks, approvals, team membership, and access before removing a person from a Lynka workspace.

Last modified on September 7, 2026