Administrative Help

Adding New Users to a Workspace

to ADD a NEW USER TO A Workspace:

On the Administration Home page, under Workspaces, click Workspace List.
The Workspace List screen displays.
Click the name of the workspace to which you want to add members.
The Profile for that workspace displays.
Click Members.
The Members List screen displays.
Click New Member.
The Add a New Member screen displays.
Note: Required fields are marked with an asterisk (*).
Type the name of the member in the First Name and Last Name text boxes.
Type the member's email address in the Email Address text box.
Select an enterprise role for the new user from the Enterprise Role list.
Select the status of the new member:
To add the member and send an invitation notification, select Active.
To add the member without sending an invitation, select Inactive.

Note: An inactive member will not receive notification about the workspace. For more information about active and inactive members, see Activating Workspace Members.

Select the primary workspace role for the member from the Default Role list.
To give the member permissions in addition to those assigned to their primary workspace role, select the check box(es) next to the role(s) you want to add.
Click Save to add the member to the workspace. This automatically adds the user to the enterprise.

Notes

This topic describes the procedure for adding new enterprise users to a workspace. You can also add existing users to a workspace. See Add Existing Users to a Workspace for details.
If you are adding a new user to a large number of workspaces, you can save time by adding them to multiple workspaces at the same time. For more information, see Manage User Workspace Memberships.