Common Components Help

AEF Help

Adding a Workspace Member

Typically, the workspace creator adds members when they create a workspace. Workspace Leads can then add additional members as needed at any time. This procedure describes how to add individual people and roles. When you add a role to the workspace, all people in the workspace creator's company who are assigned to the role will have access to the workspace.

To add people from a Buyer Desk, you need to associate the workspace with a Buyer Desk. See Editing Workspace Details.

To add a member to a workspace

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. To add an individual person to the workspace:
1. From the Access page, click Add Member(s) from the page Actions menu.
2. From the Search page, enter search criteria to find the person you want to add:

Organization--To search based on the organization the person belongs to, choose the organization. Only the companies that your company is collaborating with are listed. If you search within your own company and your company has business units, the search includes employees of business units. If you don't want to search by organization, choose All Organizations.

Last Name, First Name--To search based on the person's name, enter the person's first and/or last name. If you enter part of the person's name, use the wildcard * to represent any number of characters. For example, to search for "Joseph Hue", you could enter "Hu*" in the Last Name box or "Jos*" in the First Name box. The search is case sensitive so use the correct capitalization. If you don't want to search by name, leave the * in the boxes.

3. Click Find.
4. From the Select Members page, check the person or persons you want to add.
5. Click Done.

The person is added to the Access page.