How do I manage Workspace Users as a Workspace Admin?
Required Permissions
This section assumes that you are a Workspace Admin and you can access the Workspace Settings. See What's a Workspace? in Admin Guide's Introduction.
Learn how to add users to a Workspace as Workspace Admin.
If you aren't a Delegate (see for more information How do I edit or delete a Workspace?), you can't create users. But you can add and remove users belonging to your Organization to the Workspaces you manage as Workspace Admin.
Add a User to a Workspace¶
Follow the steps below to add an Organization user to a Workspace you manage:
-
In the Home, click on the Workspace's name in the upper-left corner.
-
Click on the icon next to the current Workspace's name in the drop-down menu.
-
In the Users sub-panel, click on Add User.
-
Type the user's email in the window's textbox.
If eLegere finds the user, the window suggests to add it to the current Workspace.
Click on Configure to proceed.
-
Click on the icon.
Choose the permissions and User Groups to assign to the user from the list.
Tip
In case you changed your mind, click on the next to the permission or group you want to remove.
-
This step is optional. By default, an email warns the user about joining the Workspace. Uncheck the option to not warn the user by email.
-
Click on the Save button to add the user. Click on Prev to go back to step 4 or Cancel to abort the action.
The added user will appear in the list.
Success
You have added an Organization user to the current Workspace.
Remove a User from a Workspace¶
Follow the steps below to remove a user from a Workspace.
-
In the Home, click on the Workspace's name in the upper-left corner.
-
Click on the icon next to the current Workspace's name in the drop-down list.
-
In the Users sub-panel, click on the icon under Operations next to the user you want to remove.
-
A window will ask for confirmation. Click on Confirm or Cancel to abort the action.
Success
You have removed a user from the current Workspace.