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WorkCanvas Teams and Projects permissions

 

 

WorkCanvas is dedicated to increasing your project management and workflow by maintaining the highest level of organization.

Within your WorkCanvas account you can create Teams and Projects to organize where specific canvases are created, and manage which members has access to those canvases 🗂️

 

Permissions within Teams

Teams are dedicated spaces for specific departments or groups within your account. They can be added from your WorkCanvas home page and allow members to create their own space to work on. There are two types of users in a team, namely; Owner and Teammate.

  • Owner

The owner of a team is the member that created the team. They have the ability to add teammates to the team, determine the member permissions, remove teammates, and create projects and canvases.

On your home page select the arrow on the left-hand panel next to the team name to see and access the teams you belong to. To create a team, select "Create new team". From there you can title the team and invite teammates to join.

Canvas Create New Team.gif

The team owner can only delete projects and canvases that they have created, and only have access to projects they are invited to. If the team owner leaves the team, then the new owner will be determined by the order in which they were added to the team.

If you are the owner of Team, then teammate permissions can be managed from the bottom left-hand corner of the "Teammate" box by selecting "manage members".

 

Note: The default setting for all teammates is "Editor". "Editor" and "Viewer" permissions are only applicable in a canvas. For more information on these two permissions, read our article on WorkCanvas Member permissions

 

  • Teammates

Teammates are the members added to different teams. They can create projects and canvases, and have access to other canvases created by the team. Teammates can view who is in their team and see their various permissions, but cannot add new teammates or change permissions.

Canvas Teammate see other memebers.png

Teammates can be added to multiple teams and projects. They can leave a project or team created by someone else, but can only delete projects or canvases they have created.

 

Note: Read more about working with teams using WorkCanvas in our article on Team collaboration.

 

Permissions within Projects 

Projects are folders on the home page that group specific canvases together. They are a great way to keep your home page or team page organized, and make it easy to find related canvases in one place.

  • Project Owner

The project owner is the person that creates the project. They can determine which teammates to add to a project and can select which existing canvases should be included in the project folder.

To add a project, click on the "+" icon next to "Projects" on the left-hand panel on your home page. From here you can title your project, add teammates and either select preexisting canvases or start from scratch.

Canvas Create Project.gif

Only project owners can add teammates to a project and select their permissions. The default setting for teammates is Editor, however the project owner can change this permission to Viewer. 

 

Note: Members who are added to a project will have the same role as a teammate added to a Team. 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.