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docs: workspace collaboration

Signed-off-by: Raju Udava <86527202+dstala@users.noreply.github.com>
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Raju Udava 1 year ago
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packages/noco-docs/docs/030.workspaces/010.workspace-overview.md

@ -3,7 +3,6 @@ title: 'Workspace overview'
tags: [Workspace, List workspaces, Switch between workspaces] 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: 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. 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. 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]&#40;/bases/base-overview&#41;. 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 :::info
The self-hosted plan includes a default workspace, and it does not allow the creation of additional workspaces. 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 ## Related articles
- [Create workspace](/workspaces/create-workspace) - [Create workspace](/workspaces/create-workspace)
- [Invite team members to workspace](/workspaces/workspace-collaboration) - [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) - [Rename workspace](/workspaces/actions-on-workspace#rename-workspace)
- [Delete workspace](/workspaces/actions-on-workspace#delete-workspace) - [Delete workspace](/workspaces/actions-on-workspace#delete-workspace)
[//]: # (Workspaces in NocoDB are collection of one or more [Bases]&#40;/bases/base-overview&#41;. 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.)

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packages/noco-docs/docs/030.workspaces/030.workspace-collaboration.md

@ -1,37 +1,66 @@
--- ---
title: 'Workspace collaboration' 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. 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 ## Invite collaborators
1. Click on `Team & Settings` on the left sidebar to open Workspace configuration page. 1. Navigate to the Workspace configuration page by selecting `Team & Settings` in the left sidebar.
2. Click on `Collaborators` tab. 2. Access the `Collaborators` tab.
3. Fill in the email address of the collaborator you want to invite. 3. Input the email address of the intended collaborator for the invitation.
4. Select the access permission for the collaborator from the dropdown menu. 4. Click on `Role` dropdown menu
5. Click on `Add User(s)` button. 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 :::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 ## Displaying Workspace Members
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. 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 ## Related articles
- [Workspace overview](/workspaces/workspace-overview) - [Workspace overview](/workspaces/workspace-overview)
- [Create workspace](/workspaces/create-workspace) - [Create workspace](/workspaces/create-workspace)
- [Rename workspace](/workspaces/actions-on-workspace#rename-workspace) - [Rename workspace](/workspaces/actions-on-workspace#rename-workspace)
- [Delete workspace](/workspaces/actions-on-workspace#delete-workspace) - [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]&#40;/img/v2/workspace/list-users.png&#41;)
[//]: # ()
[//]: # (## 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]&#40;/img/v2/workspace/change-role.png&#41;)
[//]: # ()
[//]: # (### 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. )

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