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Lesson 4: Add members to the workspace and assign roles

In this lesson, you add Tim and Carl to the Sample Project workspace and give them the Workspace administrator and Regular Member rights.
Prerequisite: To add users to a workspace, you must be a workspace administrator, or have the Members workspace permission.

  1. Click Users > Manage Users and select Tim Jeffs.
  2. Click Manage Access.
  3. Select the Sample Project checkbox and from the Access column select Workspace Administrator.
  4. Click OK.
  5. Repeat steps 1 through 3 to add Carl Riggs to the Sample Project workspace. In step 3, select Regular Member.
  6. Click Workspaces and click the Sample Project workspace.
  7. Click Members > Members and select Carl Riggs.
  8. Under the General Information section, in Parent Folder click the Edit Edit icon and select the PMO role.
  9. Click the Save icon Save.
  10. Repeat steps 7 through 9 and for Tim Jeffs select the Steering Committee role.
Tim and Carl are now added to the Sample Project workspace and assigned roles.

Lesson checkpoint

In this lesson, you learned to add members to the workspace.
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