Accessing Workspace Settings
To access your workspace settings, follow these steps:
Tap your store name in the top-left corner, then tap the gear icon in the top right to access workspace settings
Here, you can manage your workspace settings as needed
Inviting, Editing, or Removing Users
Inviting a User
Invited users will receive an email containing a download link and temporary login credentials. They will set a password on their first login, and then their status will change from "Pending" to "Joined."
To invite a user, follow these steps:
Tap your store name in the top-left corner, then tap the gear icon in the top right to access workspace settings
Tap "Invite User" to add a team member to your workspace
Enter the name and email address of the team member you want to invite
Choose the role you want to assign to the team member (Admin, Member, or Viewer)
Tap "Send Invite"
Some users may need to check their spam folder for invite emails.
Modifying a User
To modify a user, follow these steps:
Tap your store name in the top-left corner, then tap the gear icon in the top right to access workspace settings
Under the "Users" section, select "Users & Permissions"
Search for and select the user you want to modify
Tap the edit icon in the top right corner of the screen
Here, you can modify the user's details as needed
Removing a User
To remove a user, follow these steps:
Tap your store name in the top-left corner, then tap the gear icon in the top right to access workspace settings
Under the "Users" section, select "Users & Permissions"
Search for and select the user you want to remove
Tap the edit icon in the top right corner of the screen
Tap "Remove User"
Tips and Best Practices
Regularly review user access and permissions to ensure that only authorized team members have access to the workspace