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Documentation Index

Fetch the complete documentation index at: https://docs.beta.adapter.com/llms.txt

Use this file to discover all available pages before exploring further.

A workspace is an isolated environment that contains your connectors, API keys, and knowledge data. Every account starts with a personal workspace. You can invite teammates to join a shared workspace and assign them a role that controls what they can do.

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Personal vs. shared workspaces

When you sign up, Adapter automatically creates a personal workspace for you. It behaves exactly like a shared workspace — you can connect sources, create API keys, and query knowledge — but it belongs only to you. A shared workspace is one you have been invited to, or one where you have invited others. Members of a shared workspace share the same connectors and knowledge data, but each member manages their own API keys. You can belong to multiple workspaces at the same time. Use the workspace switcher in the top left of the app to move between them.

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Roles

Every member of a workspace is assigned one of three roles.
RoleWhat they can do
AdminFull access — manage members, invites, connections, API keys, and all workspace settings.
MemberUse the Adapter API (read and write), create and manage connectors, create and manage their own API keys. Cannot manage other members or workspace settings.
ViewerRead-only access to the Adapter API. Cannot create connectors, API keys, or modify any workspace data.
The workspace owner is always an admin. Their role cannot be changed.

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Inviting someone

Only admins can send invites.
  1. Open Settings → Members in the sidebar.
  2. Click Invite member.
  3. Enter the person’s email address and choose a role.
  4. Click Send invite.
Adapter sends the invitee an email with a link. The invite is tied to the email address you entered — only someone signed in with that address can accept it. If you need to change the role before the person accepts, revoke the invite and send a new one.
Invites expire after 24 hours. If the link is no longer valid, revoke it and send a fresh invite.

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Accepting an invite

When you receive an invite email, click the link inside it. You will be asked to sign in (or create an account) with the email address the invite was sent to. Once authenticated, you’ll see a confirmation screen showing the workspace name and the role you’re being granted. Click Accept to join. After accepting, the workspace will appear in your workspace switcher immediately.

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Workspace owner

Every shared workspace has exactly one owner. The owner is always an admin and appears at the top of the members list. Their role cannot be changed, and they cannot be removed by other admins — you must transfer ownership first.

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Transferring ownership

Only the current owner can transfer ownership, and the recipient must already be a member of the workspace.
  1. Open Settings → Danger Zone.
  2. Under Transfer ownership, select the member you want to make the new owner.
  3. Confirm the transfer.
The new owner is automatically promoted to admin if they aren’t one already. You retain your admin membership after transferring — you are not removed from the workspace.
You cannot transfer ownership of your personal workspace.

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Managing members

Admins can view, update, and remove members from Settings → Members.
  • Change a role — click the role badge next to any member and select a new role. The workspace owner’s role cannot be changed.
  • Remove a member — click the menu next to a member and select Remove. You cannot remove yourself or the workspace owner.
  • Revoke a pending invite — pending invites appear at the bottom of the members list. Click Revoke to cancel an invite before it is accepted.
A workspace must always have at least one admin. Adapter will block role changes or removals that would leave the workspace with no admin.