Users must be added as members to access workspaces. In
this lesson, you add users as members with different permissions to
the workspace Cars.
Prerequisite: To add members to a workspace, you must
be a workspace administrator, or have the Members workspace permission.
Existing
users in the database can be added as members of a workspace. Group
the users in member folders according to their tasks in the workspace,
and let the members inherit views based on parent folders. By grouping
the users in folders, you can easily share views to the relevant groups
of workspace members.
To add a user as member to a workspace:
- On the navigation bar, click . The Members frame
is displayed.
- Click Add Folder.
- In Full Name, type Administrator.
- Click OK.
- Click the Members folder.
- Similarily, create three more sub-folders to the Members
folder, with Full Name set to Product Manager, Developer,
and External Stakeholder.
- Click Add Member.
- Select Veena Doe to add as member
in the workspace.
- Click Next.
- In the next frame, select Inherit My Views,
My Home and Permissions from
Parent folder.
- In Add the new members to this folder,
select the folder Administrator.
- Click Finish.
- Edit the Access attribute for
Veena Doe, and select Workspace Administrator from the list.
Veena Doe is added as workspace member with workspace
administrator access.
- Add users, with access and permissions, in the folders
as listed in the table.
Table 1. User details| User |
Parent folder |
Access |
Permissions |
| Stella Lagunas |
Administrator |
Workspace Administrator |
N/A |
| Matthew Siler |
Product Manager |
Regular Member |
Allow Baseline Creation, Global Filters,
Show Information |
| Terry Deyoung |
Developer |
Regular Member |
Members, Show Information |
| Mae Godsey |
Developer |
Regular Member |
Synchronization, Show Information |
| Nicholas Lu |
External Stakeholder |
Read-only |
Show Information |
The Members folder has four subfolders, that contain one or
two members each.