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How to Assign a Team Member to a Client Space

Learn how to assign a specific team member to an individual Space

Updated this week

Before assigning access to a Space, make sure the team member has already been added to your account and has an "Editor" role.

If the team member has not yet been added to your account, please follow the instructions in this article.

Once the team member has been added and has accepted the invitation, you can assign them to a specific Space.


Step 1: Assign a Team Member from the Team Section

  1. Go to Account Settings

  2. Click on Manage Team

  3. Find the relevant team member in the list

  4. Click Manage Profile

  5. Select the Spaces you want them to access

  6. Save your changes.


Step 2: Assign a Team Member Directly from a Space

  1. Go to your Space dashboard

  2. Locate the Space you want to share

  3. Click the three dots

  4. Select Control Permissions

  5. Choose the team member

  6. Click Send Invite

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