Onboard New Employee to Workspace

Persona: Team Lead

Summary

A new employee needs to be added to the Team Lead’s workspace. The Team Lead onboards them from the Workspace view.

Steps

1. Navigate to workspace — Team Lead opens their workspace.
2. Open workspace settings — Goes to the workspace settings / members view.
3. Check if the employee is already an org member:
   • If yes — Add the org member (new employee) to the workspace and assign workspace role (Editor, Commenter, or Viewer).
   • If no (SaaS with Auth0) — Invite the new employee via email to the workspace and assign workspace role.
4. New workspace member is notified — The new employee receives a notification that they were added to the workspace.
5. User has scoped access — The new workspace member sees only the workspace they were added to.

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See also: Governed Workspaces with Cluster Associations - E2E User Journeys