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Step-by-step instructions to add a user:
Note: Only workspace admins can invite new users. If you are not an admin, you may not see the below options.
After logging into your Core workspace, select Settings in the lower left above your name.
Select Members from the Settings Navigation Pane on the left.
On this screen, you can see all workspace users and admins.
Toward the right, click the Invite button to add new users and admins to the workspace.
On the pop-up screen, you can add one or many users using their email addresses.
After adding their email addresses, you can invite members as a User or Admin.
Users can access the workspace and any Public or Private Sessions in which they are a member.
Admins have the same access as Users as well as the ability to manage workspace settings, including adding additional users.
Click Send Invites to trigger an invite email to the new user(s).
Note: A user must Accept the Invitation sent to their email and create their account to complete the process.
You can always review users who haven't accepted their invitations by selecting the Pending Invites tab on the Members page of Settings. Here, you can Resend and Revoke invites. Note: If an Invitation is not accepted after a week, they do expire and you will have to send a new invitation to the user.
Step-by-step instructions to deactivate a workspace user:
Note: Only workspace admins can deactivate workspace users. If you are not an admin, you may not see the below options.
After logging into your Core workspace, select Settings in the lower left above your name.
Select Members from the Settings Navigation Pane on the left.
On this screen, you can see all workspace users and admins, and you can search and filter the list to find certain users and admins. Locate the user or admin you would like to deactivate.
Click on the three dots to the right of their name and email to manage their access.
Select Deactivate to revoke access to the workspace.
Note: Deactivated users can be reactivated by following the same process.
Step-by-step instructions to edit user permissions and details:
Note: Only workspace admins can modify workspace users. If you are not an admin, you may not see the below options.
After logging into your Core workspace, select Settings in the lower left above your name.
Select Members from the Settings Navigation Pane on the left.
On this screen, you can see all workspace users and admins, and you can search and filter the list to find certain users and admins. Locate the user or admin whose access you would like to manage.
Click on the three dots to the right of their name and email to manage their access.
Change the user's access by selecting the other permission. Note:
Users can access the workspace and any Public or Private Sessions in which they are a member.
Admins have the same access as Users as well as the ability to manage workspace settings, including adding additional users.
You can also edit a user's information by selecting their names from the Member List. On this screen, you can modify the user's First Name, Last Name, Display Name, Organizational Title, and Core Role (workspace permissions).
