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Shared workspaces

Add your team members and invite new ones to workspaces to create shared spaces for collaboration

Updated over 2 weeks ago

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.

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

  2. Click the Settings icon (a cogwheel) on the right end of the workspace header
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  3. In 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.
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  4. Click on the member to add the person to the workspace

    • NOTE: The default role is a Viewer.

  5. Select the member's role from the dropdown menu
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    Earthster: Changing workspace roles

Changing a member's role in a specific workspace

  1. Open the workspace settings

  2. 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.

  1. Open the workspace settings

  2. Select "Remove user" in the dropdown menu

  3. The user will no longer have access to the workspace

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