Workspace Administrators can invite members to, and remove them from, a workspace. They are responsible for ensuring that only appropriate individuals are invited to become members of their workspaces.
Before a user can be invited to a workspace they must have a Workspaces account. Due to the sensitive data contained within Workspaces, all account requests must be placed by the Workspace Administrator to your organisation's Service Desk.
Once a user account request has been processed, the Workspace Administrator can invite the new user to their workspace. This can be done by:
- visiting the Workspace Administrator’s homepage to display their full list of workspaces
- selecting the workspace the new user should be added to
- clicking on ‘Invite or edit Members’ in the right-hand panel to display this window
From here individual users can be selected by clicking ‘Invite’ next to their name. Once the member has been invited, you have the option of selecting which user level (Observer, User (i.e. Standard User), Administrator (i.e. Workspace Administrator), or Contributor) they should be assigned. This can be done using the dropdown menu next to their name.
Once all required members have been added, click ‘Save Changes’.
Note the coloured status indicators beside the usernames; this indicates if they have accepted the invite (green), or if it's still pending (yellow).
Removing users from a workspace can be done in the same manner, simply click the ‘Remove’ button beside the users to remove their workspace access.