Invite your peers, teammates, guests, or clients and control their scope of access
SyncSketch is structured so that you have multiple Projects within a single Workspace. Within Projects, you create Reviews to upload files that you need to collaborate one. Because of this structure, you can add users at the workspace level or the project level.
Most users should be invited to each specific project that they should access to and be assigned a role for that project. This allows you to be very specific about what files a user should and should not have access to and what permissions that user should have in each project. For users who should have access to all projects by default, you would need to add them at the workspace level as an Admin of the workspace.
Inviting Members at the Workspace level
On paid workspaces, the owner can add members to the overall workspace. Workspace members will have Admin privileges across the entire workspace so they will be able to see and edit all projects that belong to it. This is intended for supervisors, directors, or instructors, which need to have visibility into the entire organization.
To invite Admins to your Workspace:
- Go to the Project Overview.
- From the dropdown under your User avatar icon, choose your Workspace from the list. (It will feature an 'Owner' badge.)
- Once you see your Workspace Settings, click on Admins (top right)
Inviting Members at the Project level
Any workspace member can also invite users to individual projects in this workspace. Members who are invited to specific projects can only access and see those.
To invite members to a specific project,
- Select the project from the Projects dropdown,
- Click on Users (top right)
To add multiple users at one time, type in their emails separated by commas. To add users from a list stored as a spreadsheet, see How do I add multiple users to a Project?
Removing Members from Workspaces
You can at any time remove a member from a project you manage using the same Users dialog by clicking the little X button next to the name. This member will no longer be counted towards your Member Limit.
Permissions & User Access Management
While adding users you can assign roles, which determines which features the member has permissions for.
In case you need a reminder of which roles give permissions for which features while adding users, you can click the little question mark in the upper right to reveal a table.