Articles on: Team collaboration

How can I use workspace user group permissions to share access my documents?

How can I use workspace user group permissions to share access my documents?



The most powerful way to share your documents with your team is to share access to your document for your workspace user group.

Here are the main shortcuts for you to invite users and manage workspace permissions:

You can invite users to your workspace by adding the emails to the workspace access list, go Workspaces > Select workspace > Workspace access > Invite people > Select role.
As a workspace admin, you can add and remove users and manage user permissions.
You can also create Groups, subsets of the workspace user access list, go Workspaces > Select workspace > Groups > Add new group.

You can share your company templates and contracts easily with Workspace user list and Groups:
Templates: Go to Templates > Edit template > Team sharing & access.
Drafts: Go to Drafts > Select document > Team sharing & access.
Contracts: Go to Documents > Select document > Team sharing & access.




Invite users and manage workspace user permissions

Updated on: 14/01/2021

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