Managing Users in Your Workspace

Add members or guests to your workspace to collaborate.

Who’s who in a workspace

There are 2 types of users that can belong to your workspace: Members and Guests.

Members

Members are individuals in your company or organisation who use Springboards to work on projects or tasks.

Members can also be made Admins of a workspace. Admins have additional permissions to manage workspace settings, delete a workspace, and manage other users. Every workspace must have at least one Admin.

For additional permissions within a session. Please see Permission levels

Member Limits

Our Free and Pro plans only support 1 member per workspace. These are intended for individuals or freelancers who work by themselves.

If you have other individuals in your organisation who need to use Springboards consider upgrading to our Team or Enterprise plans. On the Team plan, you’ll pay for each member that’s added to the workspace.

Guests

Guests are individuals external to your company or organisation who you invite into your workspace on a session-by-session basis. For example, guests could be:

• Clients who you want to provide feedback on your work.
• Contractors or interns who are working with you temporarily.

For additional permissions within a session. Please see Permission levels

Guest limits

Unlike members, guests are free to invite to your workspace as long as you stay within your plan’s guest limit. If your workspace is above this limit, you will be prevented from adding any additional guests until you either remove remove existing guests so you’re below your limit, upgrade to a plan with a higher limit, or work with our sales team.

Guests vs. members

Guests share many capabilities with members, except:

• They can't adjust workspace settings or billing information.
• They can't add new members to your workspace.
• They cannot create or manage sessions.
• They cannot use the chat, boards, pins, or profile panels within a session (even if they aren an editor).

Add a member

1. Go to Settings → People.
2. Go to the Members tab.
3. Select Invite Members and type the email address of the person you want to add.
4. Select whether to add them as a Admin or Member from the Role dropdown, then press Invite.
5. They'll receive an email with a link to sign in and join your workspace.

Add a guest

Guests can be added from settings like a member, but they can also be added directly from a session.

From settings

1. Go to Settings → People.
2. Go to the Members or Guests tab.
3. Select Invite Members and type the email address of the person you want to add.
4. Select Guest from the Role dropdown, then press Invite.
5. They'll receive an email with a link to sign in and join your workspace.

From a session

1. Go to a session
2. Press the Share button at the top of any session.
3. Enter the email address of the person you want to add.
4. Select their permission level from dropdown, then press Invite.
5. They'll receive an email with a link to sign in and view the session.

Change a user’s role or remove their access

1. Go to Settings → People.
2. Go to the Members or Guests tab (depending on their current role).
3. Select the 3 horizontal dot menu button on a user and change their role or remove their access.