Common Components Help

AEF Help

Defining a Member's Workspace and Default Accesses

The workspace owner and people designated as a Workspace Lead for a workspace can change the Workspace Lead access, Create Route access, Create folder access, and default access level for any workspace member.

This section focuses on the steps for changing workspace accesses. For more information about what these accesses mean, see Workspace-Wide Default Access for Folders and Content.

To edit the workspace and default folder accesses for a member

1. Click My Desk > Team > Workspaces.
2. From the Workspaces page, click the Name of the workspace you want to work with.
3. From the category list for the workspace, click Access.
4. From the Workspace Accesses page, click Edit Access from the page Actions menu.

The Edit Access page opens.

5. To make a member a Workspace Lead or remove a member's Workspace Lead access, check/uncheck the Workspace Lead box for the member.

Workspace Leads can add and remove people from the workspace and assign accesses for workspace components. They can edit workspace properties, add and remove folders and subfolders, and have access to all routes, even those they don't belong to. Workspace owners are automatically assigned Workspace Lead access.

6. To give a member Create Route access or remove the access, check/uncheck the Create Route box for the member.

Create Route access lets the person create routes for the workspace and for any folder the person has access to.

7. To give a member Create Folder access or remove the access, check/uncheck the Create Folder box for the member.

Create Folder access lets the person create folders at any level in the workspace where the person has add or add/remove access for that level. When a person who is not the Workspace Lead creates a folder, the folder's access list is limited to inherited access only. A non-lead is not able to change the access list of a folder, and can only remove folders that s/he creates and has remove or add/remove access for.

8. To assign default workspace accesses, choose an access from the Access column.

A person's default access is transferred to every folder, subfolder, and content item in the workspace but has no affect on other workspace components, such as routes, meetings, and discussions. The workspace owner and Workspace Leads can give a member higher accesses for individual folders and content but they cannot give the member a lower access than the default access. Basic access means that by default the person has no access by folders and content but Workspace Leads can give the person access on a folder by folder basis.

If you change a person's default access level, the new access level replaces the existing inherited accesses throughout the folder, subfolder, and content hierarchy, and removes all additional accesses added at each level.

9. Click Done.