Workspace Access

Workspace Access

Workspace Access gives an Organization Member permissions within an Organization. The Workspace Access Levels are Associate, Lead, Administrator, and (for paid subscriptions), Guest.

Associate

May access Portfolios and their Procedures with associated Content and Assignments according to their Portfolio Access.

Lead

Associate+ may create new Portfolios.

Administrator

Lead+ may add or remove Organization Members and update their Organization as well as Portfolio Access. An Administrator is also responsible for Billing.

Guest

[Paid subscriptions only] May be assignee on Assignment/Task + given Viewer Portfolio Role.

Related Articles

Overview

1. Organizations Overview
2. Portfolio Access
   

Step-by-Step

1. Change Workspace Access
2. Update an Organization's Billing Information