Share a Space in CWM and manage sharing permissions

Invite cross-team members to Collaborative Work Management Spaces to collaborate on tasks or projects. You can also manage permissions for users with existing access to your Space.

Before you begin

Create a Space in CWM.

Role required: sn_cwm.cwm_user

About this task

Sharing a Space with a user results in them gaining access to all Boards, Docs, and folders within that Space. Use the Share permissions modal from the Space or Board header to manage sharing permissions and access levels to your Space for your team.

Procedure

1. Navigate to Workspaces > Collaborative Work Management.
2. From the left side panel, select a Space.

   

3. From the header of the Space, select Share.
   My Space is personal to you cannot be shared.
4. Add new users to the Space.
   1. In the Members or Groups field, enter the names of individual users or groups.

      You can search for users and groups by email along with their name so that you choose the right collaborator.

      

   2. From the Access level field, set the access required for these users.

      Table 1. Type of access levels for a CWM Space

      Access level	Description
      Owner	This role is typically assigned to the creator of the space. They have the create, read, update, and delete access to Boards, Tasks, Columns, and Docs in the Space.
      Editor	They have the create, read, update, and delete access to tasks in the Board and Docs in the Space. They can share the Board but can’t delete it.
      Viewer	They can view the data in the Space but can’t update or delete it.

   3. Select Share.
5. From the People with Access tab, manage permissions for existing users by changing their access level or removing a user from the Space.
   As the Owner or Editor of a Space, you can remove access for existing users of the Space or yourself at anytime. As a viewer, you can only remove access for yourself.

   

6. From the Pending Access tab, you can review the list of users who have requested access to your Space and choose to grant or deny them the access.

   Before granting access to a user, you can modify their access level to Editor or View as necessary.

   

Result

An email invite is sent to the users that you shared this Space with.

What to do next

Start working on tasks for your team using Boards. See Managing work using Boards in CWM.