The Admin Workspace is like a control center where you can decide who gets to do what in your account. Imagine you’re running a club or a project at school, and you need to assign different tasks to your friends or teammates. Some people might need more responsibilities, while others just help in certain areas. The Admin Workspace helps you do just that!
Let’s break down the two main things you can do here: Adding and Managing Team Members and Setting Roles and Permissions.
What Is the Admin Workspace?
The Admin Workspace is a tool that helps you keep track of your team, choose who joins, and decide what each person can do. Here’s what it’s good for:
Add people to your team (like your project or club group).
Give them roles based on what they need to work on.
Set permissions so each person only sees or works on the parts they’re responsible for.
It’s a bit like deciding who should lead, who should help with planning, and who should focus on smaller tasks, all while making sure everyone has what they need to do their job.
Key Features of the Admin Workspace
1. Adding and Managing Team Members
The Team Members section lets you invite new people to join your team and keep track of their roles. Here’s how it works:
Adding a New Team Member
Click on the "Add New Team Member" button.
Fill in their Name and Email (so they can get an invite).
Choose a Role for them (like "Admin" or "Editor").
If they have specific jobs or projects, add Job Permissions so they can only see those parts.
Once you’ve done this, click Invite to send them an email with access to your workspace.
Here’s what the form looks like:
Managing Existing Team Members
After you add team members, you can see a list of everyone with their details, like name, email, and role. If you need to make changes, click on the action menu (three dots) next to their name.
You’ll have options to:
Edit their info or change their role if their job changes.
Remove them if they no longer need access to the account.
This way, you always know who’s on your team and what they’re working on.
2. Setting Roles and Permissions
Once you add someone, you can assign them a role based on their responsibilities. Each role comes with certain permissions, which means different levels of access and control.
Role Options
Admin: Think of this role like the team captain or the project leader. Admins can see and manage everything in the account.
Editor: Editors have limited access. They can work on specific tasks or projects you choose, but they don’t have full control like Admins do.
Job-Specific Permissions
If you assign the Editor role to someone, you can also set Job Permissions. For example, if your team member only needs to help with certain tasks or projects, you can allow them to see and work on only those.
To set job-specific permissions:
Choose the Editor role when adding or editing a team member.
Use the Job Permissions dropdown to select which projects they’ll be able to manage.
Tips for Using the Admin Workspace
Here are some quick tips to make your team management even smoother:
Check roles regularly: Sometimes people’s roles change, so it’s good to review them from time to time.
Limit permissions when possible: Only give access to what each person needs. This way, your workspace stays organized and secure.
Keep your team informed: Let your team members know what they can do in the workspace, so everyone knows their part.
Wrapping Up
The Admin Workspace makes it easy to organize your team and decide who can do what. By following this guide, you’ll be able to add team members, set roles, and manage permissions in no time. It’s a great way to keep things running smoothly and make sure everyone has the tools they need for their tasks.
If you have questions or want to learn more about advanced settings, feel free to reach out to our support team. We’re here to help!
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