This guide explains how to invite team members to your workspace, manage their specific permissions via the capabilities field, and revoke access to maintain a secure compliance environment. This ensures that only authorized users can view, edit, or delete compliance data within your shared workspaces.
Prerequisites
Active CyberPass account.
Owner status within a shared workspace (Personal Workspaces are strictly private and do not support member management).
The email addresses of the team members you wish to invite.
Note: The screenshots provided in this article are for demonstrative purposes only and do not represent live production data.
Step-by-Step Instructions
Step 1 — Navigate to Workspace Management
To manage users, you must access the settings of the specific workspace you wish to modify.
Click the Workspace Selection menu in the top-left corner of the navigation bar.
Select Manage Workspaces from the dropdown list.
Step 2 — Initiate the Invitation Process
Choose the workspace where you want to add new collaborators.
Click the blue Add Members button in the top-right corner of the workspace information panel.
Step 3 — Invite Members via Email
You can invite team members or external vendors by providing their contact information.
Enter the Member's Emails in the input field.
To invite multiple users at once, separate each email address with a space.
Click Save. The system will automatically send a sign-up link to each invitee.
Step 4 — Define User Capabilities
CyberPass uses a Capabilities field to handle permissions rather than fixed roles.
Navigate to the Members tab within the workspace management window.
Click the Blue Edit (Pencil) Icon next to the user's name.
In the Capabilities field, type the specific abilities the user should have (e.g., "edit," "view," or "delete").
Click Save to apply the permissions.
Step 5 — Restrict or Remove Access
If a team member no longer requires access, you can remove them instantly.
In the Members list, locate the user you wish to remove.
Click the Red Trash Icon in the "Actions" column.
Confirm the deletion to revoke their access to the workspace immediately.
Key Notes
Single Ownership: A workspace can only have one owner at a time.
Dynamic Permissions: Permissions are not "one size fits all." Use the Capabilities field to tailor access specifically to what each user needs to do (viewing vs. editing).
Workspace Limits: The maximum number of members allowed (e.g., 20) is determined by your specific subscription tier.
Troubleshooting
Issue | Fix |
I can't see the "Add Members" button. | Ensure you are the Owner of the workspace. If you are in a "Personal Workspace," this feature is disabled as these areas are private. |
The user didn't receive the invitation link. | Verify the email address entered in Step 3. Ensure no commas or semicolons were used, only spaces to separate multiple addresses. |