Organizations and Workspaces

How do I manage user roles and membership using the Manage Organization and Workspaces Dashboard?

The Manage Organization and Workspaces Dashboard allows you manage user membership and user roles across all Workspaces.

Users can be members of only one Workspace, all Workspaces, or any combination of Workspaces that suit your Organization's needs. A user can also have different roles in different Workspaces; for instance, a user might be an Admin of Workspace A, be a Member in Workspace B, and need only Observer access to Workspace C.

Note: The only exception to this rule is the Owner role -- an Owner of an Organization will also own all the Workspaces in it. Downgrading an Owner to another role in one Workspace will downgrade them in all other Workspaces.

To add an existing user to another Workspace in your Organization:

  1. Find the user’s row in the table.
  2. In that user's row, click on the Add as… drop-drown menu under the Workspace you'd like to add the user to, then choose their user role for that Workspace.

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To change a user’s role in a Workspace:

  1. Find the user’s row in the table.
  2. In that user's row, click the role (Owner, Admin or Member) drop-drown menu under the desired Workspace, then choose a different role.

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 For more information about the different roles, see User Roles and Management

To remove a user's membership in a Workspace:

  1. Find the user’s row in the table.
  2. In that user's row, click the trashcan icon (“Disable user in this workspace.”) next to their role under the desired Workspace.
  3. Their user role will turn grey and say Disabled.

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 To re-enable a user's membership in a Workspace:

  1. Find the user’s row in the table.
  2. In that user's row, click the Enable button under the desired Workspace.

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