diff --git a/packages/noco-docs/docs/030.workspaces/010.workspace-overview.md b/packages/noco-docs/docs/030.workspaces/010.workspace-overview.md index f43b4bfc63..3bf2e55c6f 100644 --- a/packages/noco-docs/docs/030.workspaces/010.workspace-overview.md +++ b/packages/noco-docs/docs/030.workspaces/010.workspace-overview.md @@ -3,7 +3,6 @@ title: 'Workspace overview' tags: [Workspace, List workspaces, Switch between workspaces] --- - In NocoDB, workspaces serve as collections of one or more bases, offering a structured approach to organizing your data and collaborators. Here are some key aspects to keep in mind regarding workspaces: 1. **Workspace Isolation**: Each workspace maintains its distinct set of bases, ensuring separation and organization of your data. @@ -18,22 +17,6 @@ In NocoDB, workspaces serve as collections of one or more bases, offering a stru In essence, workspaces in NocoDB facilitate effective data organization and collaboration management, ensuring that you have the flexibility and control required for various projects and teams. - - -[//]: # (Workspaces in NocoDB are collection of one or more [Bases](/bases/base-overview). You can create multiple workspaces to organize your bases and collaborators. Some of the key points to note about workspaces are:) - -[//]: # (- Each workspace has its own set of bases.) - -[//]: # (- Each workspace has its own set of collaborators and access permissions.) - -[//]: # (- Each workspace has its own set of settings & billing plans) - -[//]: # (- A base can be a part of only one workspace & cannot be moved between workspaces.) - -[//]: # (- A collaborator can be a member of multiple workspaces.) - -[//]: # (- A collaborator can have different access permissions in different workspaces.) - :::info The self-hosted plan includes a default workspace, and it does not allow the creation of additional workspaces. ::: @@ -48,5 +31,16 @@ The workspace context menu, conveniently located in the left sidebar, provides a ## Related articles - [Create workspace](/workspaces/create-workspace) - [Invite team members to workspace](/workspaces/workspace-collaboration) +- [Change role of a team member](/workspaces/workspace-collaboration#modifying-workspace-member-roles) +- [Remove team member from workspace](/workspaces/workspace-collaboration#removing-workspace-members) - [Rename workspace](/workspaces/actions-on-workspace#rename-workspace) -- [Delete workspace](/workspaces/actions-on-workspace#delete-workspace) \ No newline at end of file +- [Delete workspace](/workspaces/actions-on-workspace#delete-workspace) + + +[//]: # (Workspaces in NocoDB are collection of one or more [Bases](/bases/base-overview). You can create multiple workspaces to organize your bases and collaborators. Some of the key points to note about workspaces are:) +[//]: # (- Each workspace has its own set of bases.) +[//]: # (- Each workspace has its own set of collaborators and access permissions.) +[//]: # (- Each workspace has its own set of settings & billing plans) +[//]: # (- A base can be a part of only one workspace & cannot be moved between workspaces.) +[//]: # (- A collaborator can be a member of multiple workspaces.) +[//]: # (- A collaborator can have different access permissions in different workspaces.) \ No newline at end of file diff --git a/packages/noco-docs/docs/030.workspaces/030.workspace-collaboration.md b/packages/noco-docs/docs/030.workspaces/030.workspace-collaboration.md index 31cb38e20f..7f63bbba66 100644 --- a/packages/noco-docs/docs/030.workspaces/030.workspace-collaboration.md +++ b/packages/noco-docs/docs/030.workspaces/030.workspace-collaboration.md @@ -1,37 +1,66 @@ --- title: 'Workspace collaboration' +description: 'This article explains how to invite collaborators to your workspace, change their roles and procedure to remove them from the workspace.' +tags: ['workspaces', 'collaboration', 'roles', 'invite'] +keywords: ['Workspace configuration', 'Invite collaborators', 'Collaborator roles', 'Access permissions', 'Displaying workspace members', 'Modifying member roles', 'Removing workspace members', 'Workspace collaboration', 'Team collaboration', 'Access control', 'Role-based permissions', 'Workspace management', 'User roles', 'Workspace settings', 'Workspace administration', 'Collaborator invitation', 'User access', 'Collaborator management', 'Workspace teamwork', 'Workspace organization'] --- - Next logical step after creating a workspace is to invite collaborators to it. In this section, we will guide you through the process of inviting collaborators to your workspace. +Comprehensive information regarding roles and permissions can be accessed [here](/roles-and-permissions/overview). + ## Invite collaborators -1. Click on `Team & Settings` on the left sidebar to open Workspace configuration page. -2. Click on `Collaborators` tab. -3. Fill in the email address of the collaborator you want to invite. -4. Select the access permission for the collaborator from the dropdown menu. -5. Click on `Add User(s)` button. +1. Navigate to the Workspace configuration page by selecting `Team & Settings` in the left sidebar. +2. Access the `Collaborators` tab. +3. Input the email address of the intended collaborator for the invitation. +4. Click on `Role` dropdown menu +5. Choose the appropriate access permission for the collaborator from the dropdown menu. +6. Conclude the process by selecting the `Add Member(s)` button. -![image](/img/v2/workspace-collaboration.png) +![image](/img/v2/workspace/workspace-collaboration.png) :::info -You can invite multiple collaborators at once by entering multiple email addresses separated by comma. +You have the capability to invite multiple collaborators simultaneously by entering their email addresses, separated by commas. ::: -### List of collaborators -List of the users who have access to the workspace is displayed on the same page. Refer **<1>** below. - -### Update collaborator access permission -You can change the access permission of the collaborator by clicking on the access drop down menu and selecting new role option as desired. Refer **<2>** below. -### Remove collaborator -You can also remove collaborators from the workspace by clicking on the vertical ellipses `⋮` to open the context menu and selecting `Remove User` option. Refer **<3>** below. +## Displaying Workspace Members +The `Members` tab displays a list of users who have been granted access to the workspace. +![image](/img/v2/workspace/list-users.png) -![image](/img/v2/workspace-collaboration-actions.png) +## Modifying Workspace Member Roles +You can modify the access permissions of collaborators by following these steps: +1. Access the dropdown menu. +2. Select the desired new role option. +![image](/img/v2/workspace/change-role.png) +## Removing Workspace Members +To remove a member from the workspace, take the following steps: +1. Click on the vertical ellipses `⋮` to open the context menu. +2. Select the `Remove User` option. +![image](/img/v2/workspace/remove-user.png) ## Related articles - [Workspace overview](/workspaces/workspace-overview) - [Create workspace](/workspaces/create-workspace) - [Rename workspace](/workspaces/actions-on-workspace#rename-workspace) -- [Delete workspace](/workspaces/actions-on-workspace#delete-workspace) \ No newline at end of file +- [Delete workspace](/workspaces/actions-on-workspace#delete-workspace) + + +[//]: # (## List workspace members) + +[//]: # (List of the users who have access to the workspace is displayed on the same page. ) + +[//]: # (![image](/img/v2/workspace/list-users.png)) + +[//]: # () +[//]: # (## Update workspace member role) + +[//]: # (You can change the access permission of the collaborator by clicking on the access drop down menu and selecting new role option as desired. ) + +[//]: # (![image](/img/v2/workspace/change-role.png)) + +[//]: # () +[//]: # (### Remove workspace member) + +[//]: # (You can also remove collaborators from the workspace by clicking on the vertical ellipses `⋮` to open the context menu and selecting `Remove User` option. ) \ No newline at end of file diff --git a/packages/noco-docs/static/img/v2/workspace/change-role.png b/packages/noco-docs/static/img/v2/workspace/change-role.png new file mode 100644 index 0000000000..a006bd1199 Binary files /dev/null and b/packages/noco-docs/static/img/v2/workspace/change-role.png differ diff --git a/packages/noco-docs/static/img/v2/workspace/list-users.png b/packages/noco-docs/static/img/v2/workspace/list-users.png new file mode 100644 index 0000000000..f672a2369e Binary files /dev/null and b/packages/noco-docs/static/img/v2/workspace/list-users.png differ diff --git a/packages/noco-docs/static/img/v2/workspace/remove-user.png b/packages/noco-docs/static/img/v2/workspace/remove-user.png new file mode 100644 index 0000000000..f91efaf262 Binary files /dev/null and b/packages/noco-docs/static/img/v2/workspace/remove-user.png differ diff --git a/packages/noco-docs/static/img/v2/workspace/workspace-collaboration.png b/packages/noco-docs/static/img/v2/workspace/workspace-collaboration.png new file mode 100644 index 0000000000..73323a9ce7 Binary files /dev/null and b/packages/noco-docs/static/img/v2/workspace/workspace-collaboration.png differ