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Shared workspaces

Add your team members to workspaces to create shared spaces for collaboration

Updated over 4 months ago

Workspaces are great for organizing your work and as shared spaces to collaborate within your team. You can create as many workspaces as you want, to use as folders, projects, team spaces, etc.

Each workspace has its own settings and members with Admin, Viewer, or Editor roles.

Adding new members to workspaces

Only Admin and Owners can add new members to their workspaces.

1. Navigate to the workspace you want to collaborate with.

2. Click the Settings icon (a cogwheel) on the top right corner of the workspace header.

3. In the search bar type the name or the email address of the member who is already part of your current Organization.

4. Click on the member to add the person to the workspace. The default role is a Viewer.

5. Change the newly added member's role from the dropdown menu next to their name to Admin, Editor, or Viewer.

Adding users to a workspace

Changing a member's role in a specific workspace

Navigate to the workspace settings and search for the member in the members' list to change the role to Admin, Editor, or Viewer.

Workspace roles

  • Admin (and Owner)

    • Add and Remove members

    • Change member roles

    • Create, Edit, Duplicate, Move, Export and Delete cycles and comparisons

  • Editor

    • Create, Edit, Duplicate, Move, Export and Delete cycles and comparisons

  • Viewer

    • View and Duplicate cycles and comparisons

      • NOTE: Duplicates are saved in another workspace where the user has at least editor rights

Removing a member from a specific workspace

Only Admins and Owners are able to remove members from a workspace.

Navigate to the workspace settings and search for the member in the members' list and choose Remove User from the dropdown menu.

Removed users will no longer have access to the workspace and its content. Ownership of the cycle is unaffected.

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