On This Page

Note:

The sections in this page has video tutorials in the bottom of the page. If you do not understand the written text and use the video as reference.

The Users Tab

The Users tab contains a list of users who currently have access to the Space.

All users who are listed here can view the documents within the Space.

The Is Space Administrator and Is Space Editor columns indicate whether a user has a permission to edit documents within the Space, and/or administer the Space itself.

For more information, see User Roles & Administration.

Space Admins can add users to the Space, remove users from the Space, and manage users' permissions, from within the Users tab.

Accessing the Users Tab

To access the Users tab for a Space:

Click your current Organisation's name in the top navigation bar.
Under Swap Organisation, choose the relevant Organisation from the list.
You will be taken to the Organisation view.
Under the Spaces heading, click the name of the relevant Space.
Click the Space name in the top navigation bar, then click Administer "Space Name".
You will be taken to the Overview tab of the Space's administration.
Click the Users tab.

Add a User

To add a user to a Space, they must have already created their Carbon Editor account, and be part of your Organisation.

If they have not yet created their Carbon Editor account, please ask them to register first before you proceed.

If they have an account, but have not yet been added to your Organisation, an Organisation Admin must invite them first.

To add a user to the Space:

Click the Add a User to this Space button.
You can then search for an existing user, based on their username.
Enter your search term, and click the Search button.
From the User dropdown menu, select the user you would like to invite.
Click the Confirm button.

The user will given permission to access the Space. They will be added to the Space Users list.

Adding a user to your Space does not grant them permission to edit content within the Space, or administer the Space.

You must continue to promote them to a Space Editor or Space Admin role, as described in Manage Users.

Remove a User

To remove a user from the Space:

Locate the relevant user in the Space Users list.
Click the arrow in the Actions column to open the Actions dropdown menu.
Click Remove from Space.
Check the user's details on the next page, then click the Confirm button.

The user will be removed from the Space.

They will no longer appear in the Space Users list, and will no longer be able to access the Space.

Manage Users

Space Admins can manage Space users' roles from within the Users tab.

For more information on user roles, see User Roles & Administration.

Promote a User

Users can be promoted to Space Editor and/or Space Admin roles.

To do so:

Locate the relevant user in the Space Users list.
Click the arrow in the Actions column to open the Actions dropdown menu.
Click Promote to role.
Check the user's details on the next page, then click the Confirm button.

Revoke User Permissions

Space Admins can revoke users' Space Editor and/or Space Admin permissions.

To do so:

Locate the relevant user in the Space Users list.
As the user is currently a Space Admin/Space Editor, the value in relevant column will be Yes.
Click the arrow in the Actions column to open the Actions dropdown menu.
Click Revoke role Permissions.
Check the user's details on the next page, then click the Confirm button.

Video Tutorial

Watch the video tutorial that follows the guide.

The video tutorial starts with the Spaces view in the relevant organisation

Accessing the User Tab.

Add a User.

Remove a User.

Manage Users.

The video has two parts. First part is to promote a user to a role and second is to revoke the user role.

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