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Procedure documentationAdding Managers to a Workspace Locate this document in the navigation structure

 

You add managers to a workspace to assist in the creation, configuration, and management of content in a shared workspace.

Prerequisites

You are the owner or manager of the workspace.

To add a group, search for groups must be enabled. For more information, see Enabling Search for Groups.

Procedure

Add Managers

  1. In the workspace, choose Workspace settings (Workspace settings).

  2. Select the User Management tab.

  3. Open the Managers list, and choose Add.

    The Add Manager dialog box appears.

  4. If searching for groups is enabled, select Groups or Users from the dropdown list.

  5. In the search field, enter a search string, and press Enter.

    The relevant portal users or groups appear in the Search Results list.

    Note Note

    If you searched for users, the search results only display portal users who have been assigned the Workspace Access role. If you searched for groups, all groups that meet the search criteria are displayed.

    End of the note.

  6. Select the relevant users or groups and choose Add to add them to the Selected Users and Groups list.

  7. Choose Done.

Remove Managers

  1. In the User Management tab, open the Managers list.

  2. Select the members that you want to remove and choose Remove.

Changing Membership Type

You can change the status of a workspace member to manager, or change a manager into a member.

  1. In the User Management tab, open the Members list.

  2. Select the member that you want to change to be a manager, and choose Set as Manager.

  3. To change a workspace manager back to member status, select the manager and choose Set as Member.

Note Note

Only a workspace manager can change a manager to a member, but you cannot change your own status.

End of the note.
Reassign the Ownership of the Workspace

By default, the workspace owner is the user that created the workspace. The workspace owner can reassign ownership to another workspace manager.

  1. In the User Management tab, select the required manager in the Managers list.

  2. Choose Set as Owner.

The manager is set as the owner of the workspace, and the previous owner now has the role of manager.

Note Note

You can only assign the ownership of a workspace to a workspace manager. A group cannot be a workspace owner.

End of the note.

Result

A message at the top of the User Management tab indicates whether or not the action was successful. Hover the cursor over the message to display a detailed list of added managers.

The managers receive an e-mail notification with the details of their workspace status change.

Note Note

If a group was added, only group members who have been assigned the Workspace Access role receive this notification.

End of the note.