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.

Admin Workspace List View

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.

Admin Workspace Create Screen

Manage Collaborators

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.

Add or Remove Team Collaborators Screen

Read more about what each role can do in a workspace here.

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