Adding Members to a Workspace

Use

You add members to your restricted and private workspaces to share these workspaces with people in your organization. You do not need to add members to public workspaces, as all portal users with access to enterprise workspaces can open public workspaces.

Prerequisites

You are the owner or manager of the workspace.

To add a group, search for groups must be enabled. For more information, see Configuring Features.

Procedure

Add Members

In the workspace, choose .
Select the User Management tab.
Open the Members list, and choose Add.

The Add Member dialog box appears.
If searching for groups is enabled, select Groups or Users from the dropdown list.
In the search field, enter a search string and press Enter.

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

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

You can expand a group to view the members of the group.
Select the users or groups that you want to add as members to the workspace and choose Add to add them to the Selected Users and Groups list.
Choose Done.

Remove Members

In the User Management tab, open the Members list.
Select the members that you want to remove and choose Remove.

Accept Membership Requests

The Pending Requests section in the User Management tab displays a list of the users who have applied for membership. This list is only available to the managers and owners of restricted workspaces.

In the User Management tab, expand the Pending Requests list.
Select the users that you want to add as members, and choose Add as Member.

You can also accept the pending request by adding the user as a manager. Select the relevant user, and choose Add as Manager.
To reject a membership request, select the user and choose Reject.

Changing Membership Type

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

In the User Management tab, open the Members list.
Select the member that you want to change to be a manager, and choose Set as Manager.
To change a workspace manager back to member status, select the manager and choose Set as Member.

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 members.

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

Note

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