Managing Workspaces in an Organization
September 05, 2018
Use Workspaces to help organize your email templates. Workspaces can reflect how your organization assigns access to a group of templates, whether that is according to team, purpose, or customer visibility. All users added to a workspace will have access to the templates in the workspace either as a Viewer, Editor, Owner, or Organization Administrator.
Creating a Workspace
On the Workspaces Page select the Create a workspace button. Add a name and a description for the new workspace. You can also assign ownership of the workspace to an individual by entering their email address, or to a team you have created. Don't have any teams yet? Check out our documentation on creating a team.
Edit or assign access permissions for teams and users by clicking the " " for the workspace you would like to edit and then select View Collaborators in the drop-down. You'll open the collaborator screen where you can edit the roles and add new collaborators to the workspace.
Read more about what each role can do in a workspace here.