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Note

Questions to ask yourself before providing access to users:

  1. Is the person requesting workspace access authorised to have visibility or data editing ability to the confidential data?

  2. Are you clear on which Org Design workspace they want access to?

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1

Prepare the access list file using the template attached which is effectively list out email address of the users that you would like to grant access to.

Please save and name the file in the following format: tenant ID_access list (eg: apollo6_access list)

View file
namesample_workspace_access (1).csv

2

Go to the top left hand corner of the web page and under the TeamForm header, click on the down arrow

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3

From the drop down list, Click on the name of the workspace that you would like to grant user access to

4

Click on the settings icon from the vertical left hand side bar menu

5

Click on “Workspace access”

6

Drag and drop the prepared access list into the blue dotted line zone

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7

Click on ‘Import Uploaded File’

Tip

Once access has been granted, remember that:

  1. You do not need to remove these users from the access list file, the integration is purely incremental. This means new user emails can just be added to the existing access file in which you will just have to drag and drop the file and click on ‘Import Uploaded File’ again to grant accses access to additional users.

Related information

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