Exploring the Vital Responsibilities of Workspace Administrators in Workspaces

This article will explain the role of a workspace admin and a step-by-step process for creating a role and preparing an environment for a workspace admin.

Workspace admin is a role that manages all entities in the workspace in which it has the role of admin. Workspace admin cannot manage system settings, such as theme settings, API settings, jobs, etc., so it needs a system admin role, which will prepare the environment for it.

Accessing the page #

Select the Users tab and then select the Roles and permissions tab.

Select the Create new button to create a new department admin role.

When preparing system roles for workspaces, remember that workspaces-related entities are only: tests, surveys, pools, user groups, users, training courses, and question categories. Permissions related to those entities will be assigned in the workspace role in a chapter later. System role permissions are focused on page access and other functionalities. For example: select testing sessions, locations, and attachments permissions, but only access pools page permission for pools.

Note: Tests and surveys are an exception where your Workspace admin has to have permission Fully manage.

After defining the permissions, click on the Create button.

After creating a system role, you should create a workspace role. Select the Workspaces tab and then the Manage workspace roles tab to do so.

Select the Create new option.

Enable all permissions except the permission for creating new users, tests, groups, etc.

After assigning the system role to the user, select the Assign members button from the Members tab in the existing or new workspaces.

Search for the user with the system role Department admin and choose the workspace role Department admin from the drop-down list.

Department admin perspective #

After logging in as a workspace admin, the user can change the current workspace by clicking the Workspace option and choosing a desired workspace from the drop-down list. This action will apply the workspace theme, logo, and favicon, if present, and data presented to the user will be filtered for TestsSurveysPoolsUser groupsUsersTraining courses, and Question categories.

After selecting the proper workspace, in the Manage tests tab and the User profiles tab, you will see only tests and users in the workspace you manage.

The user can access the Workspaces/Manage workspaces tab to see other workspaces the user is assigned to. The user can be added to ad many workspaces as needed.

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