Inviting Collaborators to a Workspace (Web)

After you have created a workspace, you can invite users or groups within the Organization to collaborate in it. You can add them in two ways: individually and in bulk. You can also set individual or bulk permissions on what capabilities each workspace collaborator can do within the workspace.

Note: If your Organization does not allow guests, only existing users within your Organization can be added as collaborators. If your Organization does allow guests, you can invite anyone that has a valid email address.

To invite specific users or groups to collaborate in a workspace:

  1. Click the Share button in the top-right of the workspace you want to invite collaborators to.
  2. From the Share pop-up window, click the Invite button or Manage button in the Specific people row.
  3. Enter the desired collaborator’s name or email address. If your Organization has groups enabled, you can enter the group name. You can also add multiple collaborators via a CSV file. For more information, see below.
  4. Use the Workspace Role drop-down menu to assign the collaborator or group a workspace role. For a list of workspace role permissions, click the info (Information) icon. The permissions differ depending on whether the invitee is an existing collaborator or a guest.
  5. When you are finished, click the Add button.

Your colleagues will receive an email notification with a link to enter the workspace.

Bulk Adding Collaborators with a CSV File

When adding multiple collaborators to a workspace with a CSV file, the file must meet all of the following requirements:

  • It must contain an email column and a role column. The words email and role should appear in the first line of the file with no capitalization.
  • None of the users can be assigned an Editor+ or Owner role.
  • The file must be saved as a .CSV file, not an .XLS or .XLSX file.

The following image shows how a sample collaborators .csv file should be formatted:

To add multiple collaborators via CSV:

  1. Click the Share button in the top-right of the workspace you want to invite collaborators to.
  2. From the Share pop-up window, click the Invite or Manage button in the Specific people row.
  3. Click the Add with CSV option.
  4. The Add collaborators pop-up window opens. Click the Upload a file button.
  5. Select the properly formatted CSV file from your computer.
  6. Click Open.
  7. Click Add .

The users will receive an email notification with a link to enter the workspace.

Note: The number of collaborators that can be uploaded to a workspace varies depending on your Organization’s subscription plan. If the upload fails with the error message, “Input validation failed,” check with your Organization administrator to see if you are exceeding your collaborator upload limit.

Removing Collaborators from a Workspace

You can remove an individual collaborator or a group from a workspace, revoking their access.

To remove an individual or group of collaborators:

1.Click the Share button in the top-right of the workspace you want to invite collaborators to.


2. From the Share pop-up window, click the Manage button in the Specific people row.
3. Locate the name of the user or group you want to remove.
4. Click the remove_collab (Remove) icon at the end of the row that contains the user or group name.

The user or group is removed from the workspace. A deletion confirmation message displays.

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