Workspaces and folder structures are fully customizable, it's helpful to start by determining how you currently organize your projects, who needs access, when they need access, and which workspace(s) they need access to.
Create a Workspace
To create a new workspace, click on the vertical 3 Dot menu button to the right of “WORKSPACES” under the Organization & Account dropdown menu, then click New Workspace to reveal a Create Workspace dialog box.
Workspace Context Menu
Create Workspace Dialog Box
Name workspace: Up to 245 characters allowed in the workspace name.
Add Users (optional): These can be users who already have access to your Organization as well as users who have not signed up. Users who have not signed up will have to sign up in order to access the newly created workspace.
Role: Select the predefined workspace role [Workspace Admin] or a custom role(s) if one has been created. The role will be applied to the user(s) invited to the new workspace.
- Tip: Please refer to our article, Getting Started: Roles and Permissions article, to gain an in depth understanding of how roles and permissions impact a user's experience in globaledit.
Notes (optional): In this area, a note can be sent in the email invitation to the new users added to the workspace.
Clicking the Create Workspace button will finalize the process, effectively creating the new workspace.
Once the Workspace has been created, it can be located within the Workspace Panel. A workspace can be identified by the folder/paper clip icon positioned to the left of its name. Clicking the dropdown arrow next to it will open the Workspace folder tree.
Folder Structures
Once a workspace has been created, a folder structure must be created in order for assets to be uploaded and stored. A folder structure is vital for keeping your globaledit account organized no matter how simple or granular the structure.
The folder structure can be manually created within the platform or users have the ability to upload a folder structure (including assets) via the globaledit Sync desktop application.
- Tip: Please refer to our article, Getting Started: globaledit Sync, to gain an in depth understanding of how globaledit Sync operates.
Create a Workspace parent folder
To create a new folder, begin by selecting the stacked 3 dot action button to the right of the Workspace you would like to add a folder.
Workspace Context Menu
Create Folder Dialog Box
Select New Folder, add a folder name up to 245 characters, then click Create Folder.
Create a subfolder within a parent folder
Subfolders can be created within parent folders by navigating to the parent folder and selecting the "+" icon to the right of the folder's name.
Click Create Folder from the context menu that appears
Create Folder Dialog Box
Rename the folder, then click the Create Folder button to save the new subfolder.
The newly created subfolder will be placed within the parent folder.
Using the same process, subfolders can can also be created within subfolders. Navigate to the subfolder, then select the "+" icon to the right of the folder's name.
Recursive Library
Recursive Library can be used to scroll through each parent folder (and subfolders) within a Workspace. Begin by clicking on a Workspace, then use the mouse or trackpad to scroll through each folder.
Share a Workspace
Immediately after a workspace has been created, the workspace can be shared with globaledit members.
Within the Library, select the Workspace icon
Select a Workspace you’d like to add a user to, then click the share hub button located to the immediate left of the upload
button:
From the dropdown menu that appears, click Invite to Workspace to gain access to the workspace create page
Tip: Users can also access the share feature in the Workspace Panel. Click on the 3 dot, More Options button, to the right of the Workspace name, then hover over Share, and select Invite to Workspace
Tip: Hover over an asset, then right click to open a context menu. Hover over Share then select Invite to Workspace from the sub-menu.
Add Users
Click on the Add Users text field, type the new user(s) email address, or type in the "@" symbol to select a current active user drop the dropdown list that appears. You can add multiple users at once if they are to be assigned the same role.
Assigning Roles & Permissions:
In globaledit, a role is accompanied by a set of permissions that dictate actions and features a user will be able to utilize to interact with assets. Navigate to the Role tab within the Admin page to discover the permissions that are associated with each Role.
Select within the Role field, then select the desired Role from the dropdown:
Tip: By default, Workspace Admin will be the only available Role until custom Workspace Roles are created.
Complete the invitation process by selecting the Invite to Workspace button at the bottom of the menu.
Managing User Roles & Permissions:
The Avatars next to the Share Hub button display users who have access to the selected Workspace or Collection:
Members:
Clicking one of the Avatars next to Share Hub button will bring up a window detailing all users who have access to the workspace, along with when they last accessed it:
Click on the Role dropdown next to the corresponding user in order to change their role to a different one.
Click on Remove to remove the users access from the Workspace.
Click to finalize the changes.
Click the "X" to close the menu without saving any changes.
We're here for you!
If you have any additional questions, please don't hesitate to let us know!
Email: support@globaledit.com
Phone: (888) 433-4801
Hours: Monday - Friday 9AM to 9PM Eastern Standard Time
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