Add or remove multiple workspace users

Role: Company Administrator, Workspace Leader

You can add one or more users in one go to a single workspace or remove one or more users.

Note: A user’s status must be Active before you can assign them to workspaces using the process below.

Steps

  1. Ensure that the required workspace is on the Workspace toolbar.
  2. Hover over the workspace to view the Workspace menu.
  3. On the bar at the bottom of the menu click Manage Workspace.
    The [workspace name] page opens.
  4. Click Manage at the top of the page.
    The Add Members to Workspace page opens.
    • Available members (users) are listed in the left pane. All company users are displayed by default but you can filter the list using the Add from field.
    • Current workspace members (users) are listed in the right pane.
  5. To add users to the workspace, select one or more from the list on the left and click Add Members.
    (Press and hold the CTRL key to select multiple separate entries, or press and hold the SHIFT key to select a block of entries.)
    The selected users are added to the list on the right.
  6. To remove users from the workspace, select one or more from the list on the right and click Remove Members.
    The selected users are removed.
  7. Click Save.

Note: A company administrator can also add multiple users to multiple workspaces via the Assign Users to Workspaces page. And they can remove users via the View/Edit Company Users page. See Assign users to workspaces and Remove a user from a workspace.

Related links