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Users of the platform can share content with other users via the platform’s collaboration capabilities. Collaboration can happen at two levels: the organization and workspace.

Adding Users to Organization

Organizations are the primary mechanism for sharing access to other users. Users that are in the same organization have access to all workspaces and resources owned by that organization. Users can have one of two roles in an organization: Admin or Member. Admins have privileged permissions within the organizations, they can access Organization Billing and modify the role of other users. Admins and Members of an organization can both fetch, create, edit and delete workspaces and resources within the organization.

Adding users to your organization can be done in one of two ways: through the Landing page or in the Organization Settings page. From the Landing page, you can select the organization and click on the Invite button to the top right of the screen.

Invite button

Clicking the Invite button will bring up a dialog where you can enter your colleague’s email address.

Invite dialog

If the user already has a account, they will be added as a member of the organization and can access all workspaces and resources owned by the organization. If they do not yet have a account, they will receive an invitation email which will direct them to create an account. After signing up for their new account, the user will be added as a member of the organization.

The second way to add a user to your organization is through the Organization Members page. To get there, Click on the organization’s Settings button from the Landing page or click on the profile icon then Organizations.

Organizations Dropdown

Once on the Organizations Setting page, click the Members tab. From here you can also view your Organization members and their roles within the organization. You can also click the Invite button to reach the same Invite dialog.

Invite button

Invite dialog

After the user has signed up, or if they are already a user on the platform, they will show up in the Members list. From here, you can modify the user’s role by clicking the pencil icon or remove the user from the organization using the Remove button.

Adding Guests to a Workspace

A second method of collaboration is to make a user a workspace guest. This is useful when you only want to allow a user to access selected workspaces rather than all of the organization’s workspaces and resources. Workspace guests have the ability to use any resources within the Workspace to create graphs, staged graphs and datasets. They have all the permissions that organization members do within a workspace, but they cannot modify workspace resources to add or remove channels, volumes, etc.

Again, there are two ways to add a workspace guest: from the Landing page or from the Workspace page. The first way is to click on an organization’s Workspaces tab, find the workspace, click on the three-dot icon to the right and click on the Guests button.

Workspace table Guests

The second way is to click on the three-dot icon within a workspace then clicking on Guest.

Workspace page Guests

After clicking on guests, you will reach the Workspace Guests dialog, where you can add and remove guests from your workspace.

Workspace Guests

To add a new guest, click on the Invite Guest button the top-right of the dialog box. Enter your colleagues email address then click the Invite button.

Invite Workspace Guest

If the user is already a user of the platform the user will be added to the Workspace immediately, otherwise the user will be sent an email inviting them to the platform. Afterwards, the user will show up in the list of Workspace Guests such as below.

Workspace Guests

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