Org Workspace Admins can manage all workspaces in an organization. They can add existing users to workspaces, apply roles at the workspace level, manage workspace settings, and create new workspaces. If you need to add a new user to the organization or change a role at the organization level, contact an Org User Admin.
Note: If you are a Workspace Owner, see Workspace Settings.
Manage workspaces
As an Org Workspace Admin, you can view and manage all workspaces from Organization Admin. This includes managing existing workspaces and creating new workspaces.
View workspaces
To view and manage all workspaces:
- In the top right, click the user icon and select Organization Admin from the Admin dropdown.
- In the left menu, click Workspaces.
- Search for a workspace or click on the workspace name to open its settings.
You’ll see all the same settings here that a Workspace Owner can access from Workspace Settings.
For more details on updating different workspace settings see:
Create a new workspace
From the Workspaces experience in Organization Admin, you can create a new workspace. By default, when you create a new workspace from Organization Admin, you are not added to the workspace. You’ll need to assign a Workspace Owner and then add members.
To create a new workspace:
- Select Workspaces in the left menu.
- Click Create Workspace.
- Select one or more Workspace Solutions. Then, enter a Workspace Name and select a Color.
- Select a Workspace Owner for the workspace. You can't add yourself as the workspace owner. Optionally, add any needed Workspace Support Users.
- Click Create Workspace to finish.
Archive a workspace and restore archived workspaces
You can archive a workspace if it’s no longer needed, or if you don’t want it to be visible to users.
Note: You can't archive a workspace if it's the only workspace that you are a member of, or if Wdata is enabled.
Archive a workspace
To archive a workspace:
- From Organization Admin, select Workspaces in the left menu.
- Next to the workspace that you want to archive, click the dropdown and select Archive.
- Verify that you understand that all users in the workspace will be signed out. Users who are only in this workspace will no longer have access to the platform. Users who belong to other workspaces will retain platform access but will be removed from this workspace. Then click Archive.
Restore a workspace
To restore an archived workspace:
- From Organization Admin, select Workspaces in the left menu.
- Make sure that your archived workspaces are showing by reviewing the Status column's filters.
- Next to the archived workspace that you want to restore, click the dropdown and select Restore.
- On the next screen, click Restore. All users in the workspace will have access to the workspace again.
Add users to a workspace
To add an existing user to a workspace:
- From Organization Admin, select Workspaces in the left menu.
- Search for a workspace or click on the workspace name to open the settings.
- From the Members tab, click Add and then select Add organization users.
- Find the users you’d like to add by searching or scrolling through the list. You can select to hide existing workspace members to help with searching and filtering.
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Check the box next to the user's name. You can choose to notify them that they've been added to the workspace or send a welcome email.
Note: If you uncheck send welcome email to new users, only Org User Admins can resend it.
- Click Add user.
For information on adding new users or multiple users to an organization, see Add users to an organization.
Manage workspace roles
To update a user’s role in a workspace:
- From Organization Admin, select Workspaces in the left menu.
- Search for a workspace or click on the workspace name to open the settings.
- From the Members tab, find the user you’d like to update by searching or scrolling through the list.
- Double-click the role or click the edit icon.
- Select a role and press Enter or click the check icon.
- Click Apply Changes to finish.
You can update multiple users at the same time by checking the box next to them and then selecting Edit Roles in the toolbar. It's best to select users that you want to have the same role.
When updating multiple user roles at the same time, a dash in a checkbox indicates that some of the selected users already have this role. Roles that are grayed out can't be assigned.
Remove users from a workspace
You can remove users that no longer need to be in a workspace. To remove a user from a workspace:
- From Organization Admin, select Workspaces in the left menu and click on a workspace to open the settings.
- From the Members tab, select the box next to the users that you'd like to remove.
- Click Remove in the toolbar and select Remove users.
- Confirm that you want to remove the users by clicking Remove.