Administrator Types

Administrator Types

Your account supports two types of administrators to help manage your deal.

Team Members

Team members are typically people in your company who manage deals with you on a regular basis. Team members have the following abilities:

• See all workspaces (title and logo) under the team
• Note: Team members can only access workspaces when they have explicit access. In other words, you must be a workspace administrator or a member of a group in the workspace to gain access.
• View and download a report of members to all workspaces under that team
• Create new workspaces
• Remove/add new Team members, other than the Team Owner
• Manage team settings
• Archive/unarchive workspaces that belong to that team
• See names of members to all workspaces that belong to the team from Team Settings

Team / Account Owner has the same abilities as team members, plus they can:

• Designate an existing team member as the new Team Owner
• Cannot be deleted from the team

Workspace Administrators

Workspace admins are typically people who you want to help manage the deal, but are not on your team. Workspace admins have the following abilities:

• Add/remove files and folders
• File management capabilities (edit indexing, move files, etc.)
• Add/remove groups
• Invite/remove non-admins and admins (Cannot remove workspace administrators that are also team members)
• Edit Permissions
• Create new Updates
• View/answer all questions in Q&A
• Manage Q&A permissions (Q&A Version 2)
• Add questions to FAQ
• Access Activity Tracker and all included reports
• Manage workspace settings
• Archive the workspace from the Settings page
• Request a workspace deletion from the Settings page
• Create and manage workspace Tasks

Workspace Members (Non-admin Users) with Upload permissions have the following abilities:

• Upload new versions of documents
• Upload documents only into folders to which they have access
• Create subfolders only within folders to which they have access

How To Add Team Members

Please note that you must be a Team member to invite additional Team members.

1. Navigate to your Dashboard

2. Select your team name on the left sidebar under My Teams

3. Select the Manage Team tab

4. Select Invite Team Member > Input the user's information in the correct fields > Review Invites > Send Invite

Also see: Add Members or Administrators to a Workspace