Organization roles and workspace membership are managed separately.

Manage membership

Organization owners can review organization roles in Settings → People. For new-member invitations, contact your customer success representative or [email protected].

To manage an existing person's workspace membership:

1. Open the workspace's member settings.
2. Find the person.
3. Add or remove membership, or change their workspace role.

Workspace roles are Admin and Member.

Removing workspace membership does not remove the person's organization account.

Configure PII redaction

PII means personally identifiable information. Skillset provides workspace-specific settings for redacting selected types of information in future content imported from connected providers.

1. Open Settings, select the workspace, and open Data protection.
2. Enable PII redaction.
3. Review the information types and the Before storage and Before AI options available for each.
4. Make the required selections and wait for Changes saved.

These settings apply to future imported ticket descriptions and messages. Existing content is not reprocessed.