🏢

Workspace

🤔 What is a Workspace?

👉🏻
A workspace makes it easier for organizations to collaborate as teams inside the platform. Workspace Admins can create a safe space to share agendas, tools, files, links and presentations. It even makes it possible to collaborate on creating new agenda templates from scratch, which the team can later use in their meetings.

There are currently three main roles in Workspaces: Admins, Contributors and Members.

💡
Workspace Admins can add members manually or import more than one from a CSV file. Members will receive an activation link via email.

Workspace roles

There are three roles available in the Workspaces: Admin, Contributor and Member.

👉 Admin

Creating your Workspace & Adding members

After you’ve created you account, you’ll start configuring your workspace: 

  1. You’ll see a page where you can give your workspace name. 
  2. Click Continue.
  3. Next select Add members. 
  4. You’ll be redirected to your Profile → Manage members.
image

5. Click on Invite member.

6. Add their email address and optionally, their name, department and country.

image

7. Click Confirm. They will receive an email with their account activation link.*

💡
*If you prefer to send an invitation link manually and not through automatic email, uncheck the box and click Confirm. Go to that participant’s More options button (⋮) and select Copy invite link. Proceed to send the link via other preferred channels.

8. Each member’s status (invite sent/not sent) is available here in Manage members.

image

Promoting others to Admin

The original Workspace Admin can promote other members to the Admin role. The new Admins have the same permissions as the original Administrator to manage members and can freely share agendas and resources.

There is no limit on the number of admins one Workspace can have.

👉 Contributor

Admins can promote Workspace members to Contributors. There is no limit to how many Contributors one Workspace can have.

Contributors can share agendas and resources with the entire Workspace without other administrative attributions.

👉 Members

Members can easily use resources and agendas shared by Admins or Contributors and integrate them into their sessions. 

image

This is how members see their Workspace:

image

1. How-to: Workspace Admin

💡
If you prefer to send an invitation link yourself and not through automatic emails, uncheck the box “Send invitation email” and confirm. Go to that participant’s More options button (⋮) and select Copy invite link. The platform will not automatically send them an email invitation anymore.

🙌 Share agendas with the entire Workspace

Admins and Contributors can create agendas and share them with the other Workspace members. The latter can use the agenda as shared or make a copy and then customize it.

👉 More about how to create

.

image

Should you want to share an agenda with your workspace members, follow these steps:

  1. Go to Home → Agendas.
  2. Create the agenda as you usually would.
  3. When it’s finished, click on the Share button.
  4. Use the toggle to Grant access to workspace members to use this agenda.
  5. The shared agenda will now be accessible to all members in Agendas under your Workspace’s name.

You can always stop sharing an agenda:

  1. Find the shared agenda you want to make private again.
  2. Access More actions (⋮).
  3. Toggle off Share on Workspaces.

image

📑 Collaborate on creating Agenda templates

All Sessions users (not just Admins and Contributors) can work collaboratively on agendas with anybody they want, not just Workspace members. They invite collaborators by individually adding email addresses.

👉🏻
These agendas are not shared with the entire Workspace, but with only the people selected by the agenda’s owner.

  1. Go to Home → Agendas.
  2. Create the agenda as you usually would.
  3. When it’s finished, click on the Share agenda button (upper right corner).
  4. Add one or more email addresses in the input box to give access to individual people.
  5. Done.

👉🏻
The people with which you’ve shared your agenda will see it under “Shared with me” in Agendas.

📕 Agenda Usage History

Owners of shared agendas can trace who is using the items they’ve distributed within the Workspace. This means they can see whether their agendas are part of past, present or future sessions.

image

🙌 Sharing resources

To share a resource with your workspace members as a Workspace Admin, follow these steps:

  1. Go to Home → Tools and/or Files.
  2. Import the resource or file as you usually would.
  3. Go to Permissions.
  4. Switch to Public.
  5. The shared resource will now be accessible to all members in Tools and/or Files.

👉🏻
You can always make a resource private again. When you do that, you’ll be asked:
  • If you want to allow the people who currently use this resource in their sessions to keep using it. They will also have access to it in Memory. However, it cannot be accessed by other members of the Workspace anymore.
  • If you want to delete the resource entirely. This action will remove the agenda from any current or past sessions. Members will not be able to find it in Memory either.

🛠️ Resource Usage History

Owners of shared resources can trace the usage of the items they’ve distributed in the Workspace. This means they can see whether their resources are part of any past, present or future sessions. They can also check if resources are included in any agenda templates.

❌ Suspend/Delete a member

When suspending or deleting a member from your Workspace, that person will no longer have access to Sessions. The difference between suspending and deleting a member is this:

  • Suspending somebody will block their access to Sessions, but the Admin will still be able to see their past activity. This action can be undone, and members can be unsuspended at any time.
  • Deleting a member will block their access to Sessions and delete their entire past activity on the platform. 

👉🏻
If you want to eliminate members from your Workspace, go through the following steps:
  1. Go to your Profile → Manage members.
  2. Find the participant you wish to eliminate. Click on More options button (⋮).
  3. Select whether you want to suspend or delete the member. 

2. How-to: Workspace Member

Members can use their own resources and agendas in their sessions. They can also use everything the Admin/Contributors share with the Workspace.

A member can import agendas and resources exactly as the Admin shared them, or they can make copies and customize them as they see fit. 

✍️ How to edit shared agendas

Members of a Workspace can’t revise a shared agenda. However, after importing that agenda to a Planned or Instant session, members can adapt it to their needs.

👉 Read more about

.

LinkedInTwitterFacebookInstagramYouTube

Go to App

Community

Pricing

Terms & Conditions

Press Kit