Adding, changing roles, and removing users from Workspace

You can add users that are part of your organization to your Portal/ Workspace/Base based on the access permission which you deem fit for them. If you want to work with someone within Zoho Tables, you can add someone to the Portal, Workspace, or the Base as a Manager, Editor, or a Viewer. A manager has access to all of the bases in a workspace, while an editor has access to only the bases shared with them within a workspace.

Adding Members and setting-up roles in Workspace

If you wish to add members to your Workspace rather than your Portal, use this option. From the Workspace listing page, click the Add Member icon. You can set up roles in your Workspace. Three types of access are available that you can set to your users: Manager, Editor, or Viewer.

Click on the + ADD MORE MEMBERS IN A DIFFERENT ROLE to add more members and configure other access levels for them. Once done adding users and configuring the access types, click on ADD USER option. We have explained each access type in the previous section.

Enter the email addresses of the user/users to be added, choose a role from the ACCESS TYPE drop-down list, and click ADD USER.

To see if the user is added to the Workspace, click on the Workspace Members icon on the workspace listing page. The list of members that are in your Workspace will be listed along with their roles.

Changing roles of a User in a Workspace

Navigate to the Workspace listing page, and click the Workspace members option. Click more options from the users list and choose a required role for the role change.

Removing a User from a Workspace

Anyone with the capacity to manage roles can remove the user from your Workspace. To remove a user from the Workspace, go to the Workspace Listing page and click the Workspace members option. You can see the list of users in your Workspace, select the More Options button near the user you want to delete, and click the Delete option.