Create a Workspace Permission Set

Create workspace permission sets to determine a user's level of access to a workspace. Users can only access workspaces that they have been assigned.

To create a workspace permission set:

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Permissions, and then select Workspace.
  4. On the Workspace permission sets page, select Add.
  5. In the Name field, enter a unique name.
  6. In the Description field, enter a description of the permission set.
  7. In the Privileges section, expand each category to assign privileges.
  8. Select Save.
  9. In the Summary & Settings panel, select Close.

    Notes:

    • To assign users to a workspace permission set, use the Security page in the Workspace Summary & Settings panel.
    • To assign a default workspace permission set to a user group, use the Default Permissions tab of the User Groups page.

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