Manage a workspace

Workspace admin console

Through the admin console:

• Rename workspace;

• Manage people in the workspace and invite people;

• Manage workspace billing.

Only workspace members can access the admin console whereas limited-access members can't.

Manage workspace members and limited-access members

As a workspace member, you can use the admin console to:

• Invite other members and limited-access members;

• Cancel invitations;

• Convert members to limited-access members, or vice versa;

• Remove members and limited-access members.

Access the Members tab through the admin console:

1. Click your profile photo and select "Admin console" from the dropdown menu;

2. Navigate to the "Members" tab.

Convert members and limited-access members

You can convert any member into a limited-access member to limit their access, or convert any limited-access member into a member to give them access to all public projects in your Workspace.

To convert a member into a limited-access member, or vice versa:

1. Navigate to the "Members" tab in the workspace admin console;

2. Click on the three-dot icon to the right of the person's name and click "Member" (or "Limited-access member") to toggle between the two.

Invite people

Invite people from the "Members" tab of your admin console:

1. Navigate to the "Members" tab;

2. Click on the "Invite" members button;

3. Enter the person's email address;

4. You can choose a project from the drop-down menu;

5. Click the "Send" button.

You can make a workspace user a limited-access member by clicking the three-dot icon beside their name within the "Members" tab of the admin console.

Cancel invitations from the admin console:

1. Navigate to the "Members" tab in the admin console;

2. From here find the user whose invitation you wish to cancel;

3. Click on the three-dot icon;

4. You will see an option to "Cancel invitation" - click on this to cancel the invitation.

The person whose invitation you cancel will still have received their invitation email, but following the link will no longer lead them to your workspace or project. Instead, they'll see a "Sorry, you don't have access" error message.

Remove members and limited-access members

1. From the "Members" tab click on the three-dot icon beside the member's name;

2. Click "Remove".

When someone is removed from your workspace, the tasks and projects the person created will remain intact, but their previously assigned tasks will now be left unassigned. For example, the scriptwriting tasks assigned to those who are removed will leave the scriptwriter field value unassigned after removal.

Like what you see? Get started with a free 30-day CreatiBI trial today. Try for free.

Related articles

🏢Organization and workspaceOrganizationGuestWorkspaceCreate a workspaceJoin a workspaceLeave a workspace