Workspace people and roles (and role billing rates)

A workspace lives under an organization. It's a place to contain projects and recipes under one business unit. To get to a workspace's people and role pages, follow these steps:

1. Click your avatar to open the Settings options and select Workspaces.
2. Expand your organization bar to see its workspaces.
3. Click the people icon when hovering over the workspace bar to open the people assignment view.

This article will cover the 1) PEOPLE tab, the 2) ROLES tab, and the 3) Role billing rates.

---------------------------------------------

1) Workspace PEOPLE tab

Workspace Admin can add members to a workspace and give them certain permissions. Project admins can also add new members at the project or project task level, and if they are the workspace admin, they can assign workspace permissions there as well. 

Add person to workspace

1. Expand your workspace.
2. Click the people icon.
3. In the search field, enter the person's name or email to invite.
4. In the person's profile, you can specify certain workspace permissions.
5. Click Create (or Update).

Remove person from workspace

1. Expand your workspace.
2. Click the people icon.
3. In the PEOPLE tab, find the member using the search or scrolling and click on their name bar to expand.
4. In the upper right corner click the "remove" button and follow the instructions. 

---------------------------------------------

2) Workspace ROLES tab

Roles on this Settings/Workspace page shows the roles that were created at the project or recipe level.

This is how roles get on this list —
When a project admin or recipe admin creates a role for a task on a project or a recipe, that role gets listed in this Workspace ROLES tab. For example, when they go to create a role on a task and click on the roles field, they would see a dropdown list of available roles already created in other projects or recipes in the current workspace. They can pick from this existing list or type in the name of a new role. The list of roles they see in this dropdown is the same list of roles you see on the Settings/Workspace's ROLES tab page as shown in the image above. As a Workspace Admin, you can view this list to manage the roles. You cannot create new roles in this list, but you can remove, rename, or add/change default role billing rates. See the following for how-to details.

How-to Video for Managing Roles List and Role Billing Rates

Finding the ROLES view

1. Expand your workspace.
2. Click the people icon.
3. Click on the ROLES tab.
4. You can scroll this list of roles or use the search field to find and filter the list.

Rename role

1. Expand your workspace.
2. Click the people icon.
3. Click the ROLES tab.
4. Click on the role to select it.
5. Click the pencil icon. 
6. Edit the name.
7. Hit enter key or click anyplace outside of field to update.

Delete role

Note that this will not remove the role from use in projects and recipes. All it will do is remove it from the dropdown list of available roles when creating a new role for a task.

1. Expand your workspace.
2. Click the people icon.
3. Click the ROLES tab.
4. Click on the role to select it.
5. Click DELETE to remove the role from the list.

Add role

Adding a role on the Workspace roles list page is not possible. To add a role, do so on the project or recipe level and then it will automatically show up in the Workspace's Roles tab.

---------------------------------------------

3) Role billing rates

Adding a billing rate in the Workspace ROLES page

When you click a role in the Workspace's Roles view, its popup will show you the currency field for the role's billing rate as shown in the image below. Setting an hourly rate at the workspace level will make it the default rate for that workspace's future projects and recipes.

Important — The rate you enter is only for that role under its associated workspace. If you have that same role in another workspace, you will need to set that other role's billing rate independently. 

Add a billing rate from within the project (or recipe)

Project admins (and recipe admins) can override that default rate at their project and their new rate will only affect their project. If the project admin is not a workspace admin, they can only change the rate for their project. If that person is also a workspace admin, then they can choose to either change only that project's role rate or to also make that rate the new default at the workspace level for all future projects and recipes.