Adding & Managing Workspace Members

Overview:

In this tutorial, we'll guide you through the steps to invite users into your workspace, granting them access to all projects and collections within that workspace for seamless collaboration.

Step 1: Access Sourcery

1. Go to the Sourcery App:
   Navigate to app.gosourcery.com.

2. Return to Main Menu:
   If you're currently in a project, click the back button to return to the main menu.

Step 2: Navigate to Your Workspace

1. Open the Workspaces Toolbar:
   Click anywhere on the workspaces toolbar on the left-hand side of your screen.

2. Select Your Workspace:
   Choose the workspace you want to manage. Most users typically have one or two workspaces. Click on the selected workspace to enter the admin console, which is represented by a small briefcase icon.

Step 3: Invite Members

1. Access the Admin Console:
   The admin console is where you manage workspace members and guests. Note that workspaces typically include 10 licenses by default.

2. Understanding Workspace Guests:
   Guests in a workspace have no limit and are individuals with access to specific items within your workspace, such as collections or projects. Guests are managed separately and cannot be added directly through the admin console; they must be invited to specific projects or collections.

3. Click "Invite Members":
   To invite a new workspace member, click the "Invite Members" button located in the upper right-hand corner of the screen.

Step 4: Assign Roles and Send Invites

1. Fill in Member Details:
   In the invite members dialog box, enter the name or email address of the person you wish to invite. For users not already in the system, make sure to hit "Enter" after typing the email address to commit it.

2. Assign a Role:

   • Viewer: Select this role to give the user viewing access only. They will be able to view and comment on assets but not edit them.
   • Creator: This role allows users to create and delete projects and collections. They have full access to the workspace but cannot invite new members or access payment settings.
   • Admin: Admins have full permissions, including managing projects, members, and workspace settings.

3. Add a Welcome Message:
   Optionally, fill in a welcome message, such as "Welcome to my workspace in Sourcery!"

4. Click "Send":
   Once everything is set, click "Send" to invite the new members. Remember, workspace members are typically individuals on your team or within your office who need broader access.

Conclusion:

This concludes our tutorial on inviting members to your Sourcery workspace. You're now ready to start collaborating efficiently and saving time!