Contents
Member Management
- Open the workspace and navigate to the "User settings" page.
- Click on "Invite Members" to invite new members to join the workspace.
- Enter the email addresses of the members you wish to invite, set their permissions, and click "Send invitation" to send the invites.
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Admins: Help manage members by adding/removing them from a workspace and groups. Membership admins do not have access to workspace settings.
Tips:We recommend assigning department leaders as Admins to have them responsible for inviting and managing members within their departments, thereby reducing the workload for the Owner.
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Members: People on your team who can create and edit files, but not edit settings.
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You can also input a list of emails.
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- Invited members will receive an email invitation with a link to join the workspace. They can sign in with their existing Notta account or create a new one.
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Group Management
In order to streamline permission allocation, we recommend creating a group for members belonging to the same department. This way, you can easily assign permissions by selecting the entire group.
- Click on “User settings” and navigate to “Members”
- Switch to “Group” page and click “Create a group”
- Enter the group name (department name) and select the members(department members), then click "Create" to complete creation.
- After creating a group, you have the ability to rename the group, delete the group, and add members to the group.
Department Folders
In order to organize and categorize departmental information, we recommend creating a separate folder for each department. This allows for better management and classification of departmental data. You can refer to this article for a comprehensive guide on file management operations.
- Enter the "All files" page and click "Create New Folder".
- Enter the folder name(department name) and select the corresponding department group. You can customize the folder's permissions. Then click "Create" to successfully create the folder.