Workspaces are great for organizing your work and as shared spaces to collaborate within your team. Each workspace has its own set of members with specific access rights.
You can create as many workspaces as you want, to use as folders for different projects, teams, product groups etc.
Workspace roles
Admin (and Owner)
Add and Remove members
Change member roles
Create, Edit, Duplicate, Move, Export, Archive and Delete cycles and comparisons
Editor
Create, Edit, Duplicate, Move, Export, Archive and Delete cycles and comparisons
Viewer
View and Duplicate cycles and comparisons
NOTE: Copies will be saved in another workspace where the user has at least editor rights.
Adding members to workspaces (Admin and Editor)
Each workspace has its own set of members with specific access rights. You can give access to anyone in your organization or even invite new users to join your organization.
Navigate to the workspace you want to collaborate within.
Click the Settings icon (a cogwheel) on the right end of the workspace header
βIn the search bar type the name or the email address of the member who is already part of your current Organization
NOTE: If the person is not yet part of your organization, you can invite them by clicking the link "Invite them!". Once they create their profile, they will get access to the workspace according to the selected roles settings and member role to the organization.
β
Click on the member to add the person to the workspace
NOTE: The default role is a Viewer.
Select the member's role from the dropdown menu
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Changing a member's role in a specific workspace
Open the workspace settings
Select a new role in the dropdown menu
Removing a member from a specific workspace
Removing a user removes only their access rights to the workspace but keeps all their work as they are.
Open the workspace settings
Select "Remove user" in the dropdown menu
The user will no longer have access to the workspace