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Lesson 4: Add a member to a workspace

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:

  1. On the navigation bar, click Members > Members. The Members frame is displayed.
  2. Click Add Folder.
    1. In Full Name, type Administrator.
    2. Click OK.
    3. Click the Members folder.
  3. Similarily, create three more sub-folders to the Members folder, with Full Name set to Product Manager, Developer, and External Stakeholder.
  4. Click Add Member.
    1. Select Veena Doe to add as member in the workspace.
    2. Click Next.
    3. In the next frame, select Inherit My Views, My Home and Permissions from Parent folder.
    4. In Add the new members to this folder, select the folder Administrator.
    5. Click Finish.
    6. 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.
  5. 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.

Lesson checkpoint

In this lesson, you learned how to add a user as a member to a workspace.
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