Workspace management
A workspace is a place where you and your team can create and collaborate on projects together. This feature enables your organization to partition projects into groups which are only accessible to relevant team members. Workspace members can collaborate with other members of the same workspace and share links to projects with each other.
The following subsections describe how to manage Workspaces:
Each person assigned to a workspace has one of the following roles:
- Owner: Owns the workspace and has control over who can access it.
- Admin: Performs administrative tasks on the workspace.
- Editor: Can edit apps in a workspace.
The following table summarizes the permissions for each role:
Role | Owner | Admin | Editor |
|---|---|---|---|
Edit apps | ✓ | ✓ | ✓ |
Leave workspace | | ✓ | ✓ |
View User Info | ✓ | ✓ | |
Add (invite) users | ✓ | ✓ | |
Remove users | ✓ | ✓ | |
Change user role | | ✓ | |
Create workspace | ✓ | ✓ | |
To edit the role of another user in your Workspace:
- 1.
- 2.Locate the user in the list and click Edit User.
- 3.Select the new role to assign in the Role dropdown and click Update.
- 1.Ensure you are in the Workspace view.
- 2.Click + Create New Workspace at the bottom-let of the screen.
- 3.Enter a new name for the workspace on the popup and click Create Workspace.
By default, your user profile is automatically assigned to a Workspace. If you've created additional Workspaces or have been added by other team members to their Workspaces, you can switch between those Workspaces. Switching enables you to view and access the projects in another Workspace.
To switch workspaces:
- 1.Ensure you are in the Workspace view.
- 2.Click the Workspace dropdown at the top-left corner.
- 3.Select a Workspace from the dropdown. The list of apps will update to display those available in the currently selected Workspace.
Note: An Owner cannot leave a workspace.
To leave a workspace:
- 1.Switch to the workspace that you want to be removed from, and click the sprocket icon to the right of the selected workspace.
- 2.Select the General tab and click Leave Workspace.
- 3.Click Leave on the confirmation popup:
When a person leaves a workspace, all of their projects are assigned to the workspace's owner.
Adding a person to your workspace involves creating and sending them an invite.
Note: You must be an Owner or Admin to add a person to your workspace.
To add a new person to your workspace:
- 1.Switch to the workspace to which you want to add a person, and click the sprocket icon to the right of the selected workspace.
- 2.Ensure the Team tab is selected and click Invite New Team Member.
- 3.Enter the email address of the person to invite, assign them a role, and click Invite New Team Member to send the invite.
The user will receive an email through which they can accept the invite and subsequently access the workspace.
Note: You must be an Owner or Admin to remove a person from your workspace.
To remove a person from your workspace:
- 1.Switch to the workspace to which you want to add a person, and click the sprocket icon to the right of the selected workspace.
- 2.Ensure the Team tab is selected.
- 3.Locate the person in the list and click Edit User.
- 4.Click Remove on the Edit User popup:
When a person is removed from a workspace, all of their projects are assigned to the workspace's owner.