Managing Workspace Users

Workspace allows you to easily manage access to your account so that you can collaborate with all team members of various access levels.

Matt Roley avatar
Written by Matt Roley
Updated over a week ago

Owners and Admins with security permissions are the own users who can manage their Workspace users. You may only manage users from the web application. Mobile application does not support this functionality.

To Add a New User

  • Click People nestled under Manage from the left hand menu

  • Click + Invite Person

  • Enter in New User details (as prompted)

  • Click Save

The user will receive an invitation via email they will need to accept to be added to your Workspace.

To Resend a New User Invitation

  • Click People nestled under Manage from the left hand menu

  • Click the three dot icon to the right of the user's email

  • Click Resend

The user will receive an invitation via email they will need to accept to be added to your Workspace.
โ€‹

To Revise an Existing User

  • Click People nestled under Manage from the left hand menu

  • Click the three dot icon to the right of the user's email

  • Click Edit

  • Make adjustments

  • Click Save

To Remove an Existing User

  • Click People nestled under Manage from the left hand menu

  • Click the three dot icon to the right of the user's email

  • Click Remove

  • Click Delete from the pop-up modal

To Grant or Revoke Security Permissions to an Existing User

Click People nestled under Manage from the left hand menu

  • Click the three dot icon to the right of the user's email

  • Adjust the Toggle on Manage Security

  • Click Save

For a quick overview of how to manage your Team in Workspace, check out this video:

Did this answer your question?