User Management is feature available for all paying clients. To enable the User Management tool, please contact your Customer Success Manager or support@openspace.ai

How To Bulk Add Users

How To Bulk Add Existing Users to Projects

How To Remove Users From A Site

How To Remove Users From An Organization

How To Change Permission Levels Of Users

How To Resend The Invitation Email

Permissions:

Task

Viewer

Editor

Site Administrator

Organization Administrator

Access User Management Tool

As you continue to add projects in OpenSpace it becomes more and more important to manage which users are a part of which project. The User Management feature enables you to bulk add users, remove users, and resent the invitation email for all of your OpenSpace projects.

To access the User Management tool, you can move your mouse to the left of your OpenSpace Organization page and click on the person with the hardhat icon.

You’ll now be able to scroll through a list of all users in your organization, seeing their name, email address, Job Title, Number of Projects they are a member of, and Last Login Date.

How To Bulk Add Users

  1. Click on the blue “Invite Users” button on the top right of the screen.

  2. Add the users’ email addresses, or upload a .csv file.

  3. Select the project(s) you would like these users to be added to.

  4. Select the blue “Invite” button.

How To Bulk Add Existing Users to Projects

  1. You will now see a grayed out box with a + sign reading "Add to projects"

  2. Scroll through and select all the users you want to add to a project and the box should now be blue and clickable

  3. Confirm which project(s) and/or folders you would like to add these users to

  4. This is optional but you can also select the permissions

  5. Hit "Add" and you are all set!

How To Remove Users From A Site

  1. Click on the user’s name

  2. Click on their permission level on the right side of the screen

  3. Select “Remove from Site”

How To Remove Users From An Organization

  1. Click on the user’s name

  2. Click on 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 on their permission level on the right side of the screen

  3. Select the desired permission level, for Viewers, Editors and Site Admins*

*For Organization Administrators select the 3 vertical dots on the top left and select "Promote to Organization Administrator"

How To Resend The Invitation Email

  1. Click on the user’s name

  2. Select "RESEND INVITE"

If you have any additional questions please reach out to the OpenSpace support team at support@openspace.ai

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