How do I create a workspace or add members to a workspace?

Workspaces allow you to create basic email branding and share documents and templates with your colleagues to keep everyone in the loop at all times. 

Creating a Workspace

  1. Click on the button in the top right corner, where your name is and
  2. Click on 'Create a Workspace'
  3. Enter a Workspace name and click 'Save'
    1. Should you wish to, you can add members to your workspace by entering their name and email address, and clicking 'Add user' then 'Save'.

By default, the person who creates the workspace is automatically made ' Admin', which allows them to setup the branding, add and remove users from the workspace, as well as confer admin rights on other members of the workspace.

  • To confer admin rights when adding a member to the workspace, tick 'Administrator' before ticking 'Add user'.

Adding (or Removing) Members to a Workspace

To add (or remove) members to a workspace you need to:

  1. First make sure you are in the relevant workspace - The workspace name will suffix your name in the top right corner of the page.
    1. To change to the correct workspace, click on the button in the top right corner, where your name is, then on the desired workspace
  2. Click on 'Workspace Admin' and then
  3. Click on 'Manage Workspace' to add (or remove) members
    1. To confer admin rights when adding a member to the workspace, tick 'Administrator' before ticking 'Add user' then 'Save'
    2. To confer (or remove) admin rights on existing members of the workspace, tick 'Admin' next to their name then click 'Save'.

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