How to manage the members of a workspace?

Accessing member management

Member management can be done by going to the Espaces page or directly when creating a space.

To access this page, you must:

• in the page listing the workspaces, find the workspace where you want to manage members,
• click on the “More actions” menu, represented by three vertical dots , on the space of your choice,
• click on “ Manage members”.

You now have access to the page. On this page, you can see the list of users and groups who are members of the workspace. You can also sort this list by group. Below the list, you will find the section for searching and adding a user or group to the workspace.

Add a member

To add a user to a workspace, you must:

• select a user in the search bar (you can search for a member by their first name, last name, or email),
• choose the role you want to assign to them (Reader, Editor, or Manager),
• click on the “Add” button.

The user is then added as a member of the space with the chosen role and can access its content.

Add a user group

Adding a group is done in the same way as for a user. The only difference is that in the dropdown menu, instead of selecting a user, you select a group (an icon is present to differentiate them from users).

Change the role of a member or a user group

To change the role of a user in a workspace:

• find the user or group () whose role you want to change in the workspace member list,
• choose a new role from the corresponding dropdown menu.

The role of the user or group is then updated for this space.

Remove a member from a space

To remove a user who is a member of a workspace, you must:

• find the user you want to remove in the workspace member list,
• click on the red cross located to the right of the user’s corresponding line.

The user is then immediately removed from the list of space members.

Remove a user group

Removing a group is done in the same way as for a user, by clicking the cross on the line corresponding to the group.