Managing users in Workspace
How to add your colleagues and external users to your Workspace?
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1. Navigate to your Workspace and click on Workspace users on the left. |
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2. Click on Add admins and type the names of your colleagues whom you want to invite. Click on Add to finalize the action. Your colleagues must be part of your Organization before you can add them to a Workspace as Admins!
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3. To add Guests (your client and/or external advisors), click on Invite 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. |
Note: You can only add users to a Workspace if you are an Admin. Learn more about role specific actions here.