Adding Contacts to a Workspace (Add-In)
You can add people from your contacts list to your workspaces. When you add a contact to a workspace, you give them access to the files contained in that workspace.
- Click the
Contacts tab.
- Click the name of the contact you want to add to the selected workspace.
The details window for the selected contact opens.
- Click the contact you want to add to the workspace.
The Contact Details screen opens.
- Click
Add name of contact to Workspace
- Select the name of the workspace you want to share from the Select Workspace list.
-
Click to select the role you want to assign the contact.
-
Reviewer—The contact can view and comment on files.
Contributor—The contact can view and comment on files, add and edit their own files.
Editor—The contact can add, edit, view, and comment on all files in the workspace.
For more information about user roles, see Understanding User Roles
- Click Add.
The contact is added to the specified workspace, and the contact is notified.