Inviting/adding other users

Inviting/adding other users

This function is only available if you are workspace Accountable or Privileged member.
Anyone with the Workspace Accountable or Privileged member role in an myDRE Workspace can invite/add following roles with existing accounts to their workspace:
  1. Privileged member
  2. Advanced member
  3. Standard member
  4. Data Contributor
  5. Data reader
Read more on specific roles in Roles in workspace

Simply navigate to the Members tab of your workspace and select the +Add a member icon. Members with an existing account can be found by searching for their account. Next to that, you can select the role from the dropdown menu for this particular account.  After adding a person, that person's alternate email address is displayed for you to easily verify if this is the correct person.

What if you cannot find the user?

Copy the exact account which you have received in the e-mail. User still not found? This user probably does not have an account yet. Please create a ticket and request a new DRE account for the particular user. All we need to know is a first name, last name and e-mail address. Your local Support Team member will create an account and will notify you once this is done. You, as a Workspace Accountable or Privileged member can now add the account to your workspace.

Changing or removing roles of current workspace members

It might occur that you want to remove a particular user from your workspace. As a workspace Accountable or Privileged member you can simply remove the user from your workspace with the Remove button next to their name and confirm changes.

For changing roles, Workspace Accountable or Privileged member can change the role of other workspace members by clicking on Change role button.
  1. Select the member of the workspace who's role you wish to change
  2. Click on the exchange icon

  1. Change the member role by selecting a new role from the dropdown menu and click Update

You cannot change the role of the Accountable. If Accountable needs to be changed, please submit a ticket to your Local Support team member (do not forget to mention the workspace name and reason for change)
You cannot change your own role in the workspace. Please ask workspace Accountable or Privileged Member to do this for you.

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