Manage your Workspace
As a manager or admin, there are common tasks you may want to perform in your workspace. This guide will explain how to perform them.
Last updated
As a manager or admin, there are common tasks you may want to perform in your workspace. This guide will explain how to perform them.
Last updated
If you're unfamiliar with the concept of a workspace, begin by reading Create a Workspace. This guide assumes you already have a workspace and the permissions required to manage it (manager or admin).
If you're unsure what role you have in your organization, go to your account settings by clicking the Settings button in the bottom left. Here, you will see what role you have.
Roles in Chassy are expressed by the following hierarchy: admin > manager > user.
If you click the Settings button and click the Teammates tab, you will be presented with a table populated with your teammates excluding yourself. From here you can send new team invites, delete team invites, update teammates' roles, and remove users from team. All instructions within subheadings will take place in this same page.
Above the table and to the right, you'll see an Invite Teammates button. Clicking this button will present you with a dialog where you can enter the email addresses of teammates.
These new invitations will now appear in the teammates table with a label Invite Pending.
You can send another invitation by clicking the mail icon to the right of a teammate's email.
Delete users by clicking the trash icon to the right of a user's email address. You'll be prompted to confirm this decision before the user is deleted.
Modify user roles by clicking the pencil icon to the right of their email address. This icon will only appear for those with permissions to modify.
If you are an admin, you'll see this button next to all teammates.
If you're a manager, you won't see this button next to admin users.
Teammates of the user role will not see this button at all as they do not have permission to manage roles.
Clicking the Pencil button will prompt a user with the option to change the selected user's role. Do note that the Save button will apply this change immediately.
When the Trash icon appears to the right of a user's email, you have permission to remove them from your team. This button will prompt you with a confirmation window. This user's account will be deleted from your workspace once you confirm your selection.
