How Do I Give a Team Member Access to Another Workspace?

A new workspace starts with only the person who created it. Owners add existing team members from the same subscription with Grant Workspace Access.

Steps

1. Switch to the workspace you want to add someone to. From Settings, choose Workspaces, then Open Workspace.
2. Choose Roles under Access & Security.
3. Under Workspace Access, choose Grant Workspace Access.
4. Pick the Team Member.
5. Pick a Role in This Workspace: a built-in role or one of this workspace's custom roles.
6. Save. You see "Workspace access updated."

Good to know

• Only owners can grant access to another workspace.
• Only people already on a team in this subscription appear in the list. To add someone new, invite them under Team first. See How Do I Invite a Team Member?
• Access and roles are per workspace. Someone can be an Admin in one workspace and a Viewer in another.
• Custom roles belong to the workspace where they were created. Create the role in this workspace first if you need it.
• Adding someone counts toward your plan's team member limit.
• To take access away, choose Edit Access and pick Remove Workspace Access.
• Investor portal access is managed separately under Team.

Related: How Do I Switch or Create Workspaces?, What Roles and Permissions Are Available?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.