Frequently Asked Question

Introduction

For all paying clients, Team Management is a vital feature to efficiently manage user access across various projects. To enable this feature, please contact your Customer Success Manager or reach out to support@aceperipherals.com.

Permissions Required

• Access Management Tool: Available exclusively for Organization Administrators.

Managing Users in OpenSpace

As your project count grows in OpenSpace, effectively managing user access becomes crucial. Team Management allows you to bulk add users, remove them, and resend invitation emails across all your projects.

Accessing Team Management:

• Hover over the left side of your OpenSpace Organization page and click the hardhat icon person.

User Information View:

• See a list of all users, including their name, email, job title, number of project memberships, and last login date.

How To Bulk Add Users

1. Click the blue “Invite Users” button at the top right.
2. Enter users’ email addresses or upload a .csv file.
3. Select the projects for the users.
4. Click the blue “Invite” button.

How To Bulk Add Existing Users to Projects

1. Find the gray “Add to projects” box with a + sign.
2. Select users to add to a project (box turns blue and clickable).
3. Choose project(s) and/or folders for the users.
4. Optionally, set permissions.
5. Click "Add."

How To Remove Users From A Site

1. Click on the user’s name.
2. Click on their permission level on the right.
3. Choose “Remove from Site.”

How To Remove Users From An Organization

1. Click on the user’s name.
2. Click the 3 vertical dots next to their initials.
3. Select “Remove From Organization.”

How To Change Permission Levels Of Users

1. Click on the user’s name.
2. Click their current permission level.
3. Select the new permission level.
   • Note: For promoting to Organization Administrator, use the 3 vertical dots on the top left.

How To Resend The Invitation Email

1. Click on the user’s name.
2. Select "RESEND INVITE."