How to Invite Members to a Workspace

TERA Workspaces allow teams to collaborate by providing shared access to files and folders.

Inviting the right members and assigning appropriate permissions helps maintain an organized and secure collaboration environment.

Before Inviting Members

Make sure that:

Inviting Members

  1. Sign in to TERA.

  2. Open the relevant Workspace.

  3. Access the Workspace membership or sharing settings.

  4. Choose the option for adding or inviting members.

  5. Enter the intended member's email address.

  6. Select an appropriate role if prompted.

  7. Confirm the invitation.

The recipient should follow the access instructions provided by TERA.

Choosing Member Roles

Consider what each member needs to do.

For example:

Reviewers may need access to inspect files without contributing new documents.

Contributors may need to upload files or complete other permitted tasks.

Workspace Managers may require additional controls for coordinating team access.

The actions available to each member depend on the roles implemented in TERA.

Reviewing Membership

Workspace membership should be reviewed when:

Use the available membership controls to make appropriate changes.

Security Recommendations