Managing users in Workspace
How to manage users in Workspace?
There are two types of roles in Workspace: Admins and Guests.
To add users to your Workspace follow the next steps.
1. Navigate to your Workspace and click on Manage Workspace users on the left.
2. To add Admins, click on Add admins and type the names of your colleagues. Click on Invite to finalize the action. Your colleagues must be part of your organization before you can add them to a Workspace.
3. To add Guests (your client and/or external advisors), click on Add guests and type their email addresses. You will see a 'pending invitation' for as long as they have not accepted or registered to My Virtual Vaults.