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Add and manage users and workspaces

Last updated: 2 October 2026

Use the Users and Workspaces area to manage who can access DraftPilot and which shared playbooks they can use or edit. The options available depend on your administrator permissions and organisation’s configuration.

Watch the walkthrough

Add or update a user

  1. Open Users and Workspaces in the browser.
  2. Invite the user or find an existing user.
  3. Assign the appropriate role and workspace access.
  4. Save the change.

You can view a user’s workspace access, role, persona, status and last login. Use the three-dot menu to archive the user, remove access or make them an administrator. You can also search for an individual to see every workspace they can access.

Use the minimum access the person needs. Read-only, edit and administrator access are different permissions.

Archive an account when a person should no longer have access. If your organisation uses SCIM provisioning, follow the SCIM process rather than maintaining the same user manually in two places.

Create or update a workspace

  1. Select Add New Workspace and give the workspace a clear name.
  2. Open its three-dot menu and add the users who need access.
  3. Select users individually or in a group.
  4. Assign read-only or edit access as appropriate.
  5. Add or create the playbooks that belong in that workspace.

You can also rename or delete a workspace from this menu. Before doing so, check which users and playbooks depend on it.

Change the view from workspace to user when you need to compare roles, workspace memberships, personas and status across the team. You can select several users and assign a workspace or persona in one action.

Personas and tool permissions

Where enabled, personas control which tools a group of users may access and can apply organisation-specific rules to Builder Chat, General Chat and Playbook Refiner.

The video shows a legal persona with access to all tools and a procurement persona without redrafting or a personal workspace. It also adds a General Chat rule that prevents drafting suggestions and directs the user to Legal.

Create a persona, choose its tools and rules, then use Manage Users to assign people to it. Test the resulting experience with a representative account before wider use.

If your organisation does not use SCIM, invite users from this page. Enter their details, choose their workspaces, persona and administrator status, then send the invitation. Use bulk invite when several users need the same setup. If your organisation uses SCIM, your IT team will normally manage provisioning.

Use the filters at the top of the page to narrow the list by workspace, persona or other available fields.