2 min read

Feature

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

Within your WorkCanvas account, you can create workspaces and projects to organize where specific canvases are created, and manage which members have access to those canvases 🗂️

Permissions within Workspaces

Workspaces 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 workspaces. There are two types of users in a workspace: the owner and the member.

• Owner

The owner of a workspace is the member who created it. They can add members to the workspace, determine member permissions, remove members, and create projects and canvases.

On your home page, under "Workspaces," in the left-hand panel, you can see and access the workspaces you belong to. To create a workspace, select the "+" icon next to "Workspaces." From the window that appears, you can title the workspace.

To add members to that workspace, once in the workspace, click on the three dots to the right of the workspace name and select "Add members." From the window that appears, type in the member's name or email address, click on their name, and select "Invite". 

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

If you own a workspace, you can manage workspace member permissions by clicking the "Members" button to the right of the workspace name. From the window that appears, click on the drop-down arrow next to the member's role.

Note: The default access applied to members added to a workspace is "Editor". Read our article on WorkCanvas Member permissions. 

• Members

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

Members can be added to multiple workspaces and projects. They can leave a project or workspace 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 within workspaces that group specific canvases together. They are a great way to keep your home page or workspace organized and make it easy to find related canvases in one place.

• Project Owner

The project owner creates the project. They can determine which members to add to it and select which existing canvases to include in the project folder.

To add a project, click on the "+ Add project" below the workspace name in the left-hand panel of your home page, or from within the workspace itself. From here, you can title your project, select preexisting canvases or start from scratch, and add members.

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

Note: Members added to a project will have the same role as members added to a workspace.