Access Management

Access Management

The Access Management section allows you to control who has access to your workspace and what level of permissions they have. This is essential for team collaboration while maintaining appropriate security controls.

Accessing Access Management Settings

1. Navigate to your workspace
2. Click on the Settings icon in the left sidebar
3. Select the Access tab

Understanding User Roles

AutoCRUD offers different role types to control what users can do within your workspace:

Inviting Collaborators

To invite new members to your workspace:

1. Click the Invite Collaborator button in the top-right corner
2. In the dialog that appears, enter the new member’s email address
3. Select the appropriate role (Admin, Editor, or Viewer)
4. Click Invite to send the invitation

The invited collaborator will receive an email with instructions to join your workspace. Their status will show as “PENDING” until they accept the invitation.

Managing Existing Collaborators

The Access Management page displays a list of all current collaborators with the following information:

• Collaborator: Email address and profile initial
• Permission: Current role assignment
• Invited by: Who sent the invitation
• Status: Whether the invitation is ACTIVE or PENDING
• Invited On: Date and time when the invitation was sent

Changing Permissions

To change a collaborator’s role:

1. Find the collaborator in the list
2. Click on their current role in the Permission column
3. Select the new role from the dropdown menu
4. The change takes effect immediately

Removing Collaborators

To remove someone’s access to your workspace:

1. Find the collaborator in the list
2. Click the three-dot menu (⋮) at the end of their row
3. Select Delete from the menu
4. Confirm the removal when prompted

Finding Collaborators

If you have many collaborators, you can use the search function to find specific people:

1. Click the search field at the top of the collaborator list
2. Enter the name or email address you’re looking for
3. The list will filter to show matching results

Best Practices for Access Management

• Principle of Least Privilege: Grant only the permissions necessary for each user’s role
• Regular Audits: Periodically review who has access to your workspace
• Offboarding Process: Immediately remove access when someone leaves your team
• Role Documentation: Document which roles are assigned to different team members
• Clear Ownership: Ensure there’s always at least one Admin for each workspace

Troubleshooting

Issue: Invitation email not received Solution: Check spam folders, verify the email address, or resend the invitation

Issue: Cannot change a user’s role Solution: Ensure you have Admin permissions yourself

Issue: Too many collaborators Solution: Check your subscription limits, you may need to upgrade your plan

Issue: Collaborator shows as PENDING for too long Solution: Ask the collaborator to check their email or resend the invitation

Next Steps

After setting up access management, you may want to explore:

• Configuring General Settings
• Customizing Workspace Appearance
• Collaboration Features