Viewing/Updating Members & Member Access Levels on Objects

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You can view members on an object and update member access levels on various objects in WorkSpan.

You can only provide or change to an access level same or lower than yours in an object.

As an owner on an object, you can manage all team members in your object, by clicking the three vertical dots in the team members panel. 

You can see the status of every member on this campaign in the following tabs:

  • Accepted
  • Invited
  • Requesting
  • Withdrawn  

Steps:

  1. Navigate and open the object for which you want to edit sharing with members.
  2. Navigate to the Team members panel. 
    teammembers.gif
  3. Click the pencil icon to open the Members: Colleagues, Partners, Agencies window .
  4. You can change member access levels under the Access-Level drop down list. 
  5. If you want to view more details on the permissions and visibility level of each role, click the question mark next to Access-Level. A pop up window with details opens.

Note: There can be multiple owners on an object and you can only assign someone an owner role if you are an owner yourself.

Removing a Member from an Object

To reflect business changes like change in roles or someone leaving a company, you may want to remove a member from an object.

Steps:

  1. To remove a member from an object, go to the Invited tab.
  2. Select the person you want to remove, by checking the checkbox to the left of the person name.
  3. Click Withdraw

withdrawusers.gif

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