Preset Feature Feedback
What is the problem or goal you're trying to solve or accomplish?
Workspace administrators need to audit and manage access by role or group, not by individual user. Typical questions they are trying to answer:
Who currently has Workspace Admin on this workspace?
Which users are in a given User Group, and what role does that group grant?
How many users hold each role?
Is anyone holding a role they shouldn't?
The current Workspace Roles page is organized in the opposite direction. It presents a single flat, alphabetically sorted list of all workspace members (48 in the attached reference, paginated across 5 pages), with one role dropdown per user row. There is no way to group, filter, or sort by role, and no aggregate count per role.
Consequences for the admin:
Answering "who has role X?" requires paging through the entire member list and reading each dropdown individually.
The effort scales linearly with workspace size, so the page becomes progressively less usable as the customer's workspace grows.
Periodic access reviews (a common compliance requirement) are manual and error-prone.
The search box filters by user identity only, so it helps when you already know the user — which is the opposite of the audit use case.
The goal is to make the page answer role-level and group-level questions directly, rather than requiring the admin to reconstruct that view by hand.
The same navigability problem applies at the summary level. A workspace with many user groups produces a long list of groups, so a summary view without its own search or filter would reintroduce the paging-and-scanning problem one level up. The admin needs to find a specific group or role quickly, not scroll to it.
How are you solving it currently?
Paging through the full member list and visually scanning the Workspace Role column on each page.
Searching users one at a time when the target user is already known.
Maintaining the role/group mapping externally (e.g. a spreadsheet) as the source of truth for reviews.
Where available, pulling membership programmatically via the API instead of using the UI, and assembling the role-to-user mapping outside of Preset.
None of these gives an in-product, at-a-glance view of who holds which role.
What is your recommended solution?
Concretely, that is:
A summary view listing each group / workspace role as a row, showing the role it grants and the number of users assigned to it.
Drill-in: clicking a row opens the list of users in that group / with that role.
Search and filter within the drilled-in list, so a large group is still navigable.
Applied to Workspace Roles, that is:
A summary view listing each Workspace Role as a row, with the number of users currently assigned to it (e.g. Workspace Admin — 12, No Access — 26).
Search and filter on the summary list itself, so the admin can locate a specific group or role without scanning the full list.
Drill-in: clicking a role expands or opens the list of users holding it.
Search and filter within the drilled-in list, so a role with many users remains navigable.
Note the two search controls operate at different levels and are both required: one narrows the list of groups/roles, the other narrows the users within a selected group/role.
Reasonable extensions in the same spirit (not explicitly requested by the customer — flagged so Product can scope them deliberately):
Filter or sort the existing All Members list by Workspace Role, as a lighter-weight version of the same outcome.
Bulk role assignment from the drilled-in view.
Export of the role/group membership list.
