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Joining a Workspace

Joining a Workspace

To access a workspace, you must either be invited by an admin or submit a request for approval. Below are the steps for both admins and users to facilitate the process of joining a workspace.

For the Admin:

  1. Manually Adding a User:

    • Select the workspace from the Start Page.
    • Navigate to Users in the sidebar and select Users List.
    • Click Add User Role to open the form.
    • Choose the user from the User dropdown and assign their Role (Admin or Member).
    • Click Add to grant the user access to the workspace.
  2. Approving User Requests:

    • Navigate to the Request Page.
    • Select the pending user request.
    • Assign the appropriate role and click Approve to grant access.

For the User:

  1. Requesting to Join a Workspace:
    • On the Start Page, select Join Workspace.
    • Choose the desired workspace.
    • Click Request to submit your join request.
    • Wait for admin approval.

By following these steps, admins can manage workspace memberships efficiently, and users can seamlessly request access. Once approved, users can begin collaborating within the assigned workspace.

Join Workspace Flow