Add User To Workspace

Roles: Admin Plans: Starter, Pro, Advanced, Enterprise

About this task

Workspaces have access restrictions. Users must be invited by an admin of the workspace to be able to access it. In the user management area of the Admin Panel, you can invite new users within the limitations of your payment plan and provide them with a role to manage their permissions.

User Roles

Each user of your workspace has a role that defines their permissions in your workspace. The permissions govern which actions a user can perform in your workspace and which functional areas they can access. For example, the Admin Panel can only be accessed by users with the Admin.
Editor
Most basic user role. The user has the right to view and edit products and revisions.
Reviewer
User role with more responsibility. The user has all the rights of an Editor. Additionally, they can accept, reject, and publish revisions, progressing the revision workflow, and manage Documentation Portals in the Portal Explorer.
Admin
User role with complete control of the workspace. The user has all the rights of a Reviewer. Additionally, they can access the Admin Panel to change the workspace settings or manage users and themes. Workspaces must have at least one Admin.

Instructions

  1. Arrow pointing to the right. On the navigation sidebar, click "Manage Workspace" .
    Check mark. The workspace settings open.
  2. Arrow pointing to the right. Click at "User Management" Arrow pointing to the right..
    Check mark. The user management opens and shows the list of current users.
  3. Arrow pointing to the right. Click "+ User".
    Check mark. The add user window opens.
  4. Arrow pointing to the right. Enter the user's email address.
  5. Arrow pointing to the right. Select a role (Editor, Reviewer or Admin) for the user.
  6. Arrow pointing to the right. Select a language.
    Info icon. The invitation email will be in the selected language. The user can change the language of the EnduraDocs Manager later.
  7. Arrow pointing to the right. Click "Submit".
    Check mark. The new user receives an email with the invitation.