How to Add and Remove Users in 3local Workspaces
Before starting:
- You must be logged into the 3local dashboard.
- You need to have Owner access to manage workspace users.
- You should have the email address of the user you want to invite.
Step-by-Step Instructions
1. Access Workspace Settings
- Log in to your 3local account.
- Click “Manage Workspace” in the dashboard menu.
- Then click “Workspace Settings.”
2. Invite a New User
- Scroll down to the “Invite New User” section.
- Enter the user’s email address.
- Choose their role:
- Owner – Full access to all workspace settings and user management (same level as you).
- Member – Limited access: can edit content and complete tasks, but not manage users.
- Click the purple “Invite” button.
An invitation email will be sent immediately to the user.
3. User Accepts the Invitation
- The invited user should click the invitation link in the email.
- If the email isn’t auto-filled in, they can copy/paste it manually.
- They can then:
- Reset password via “Forgot Your Password,” or
- Sign up with invitation if they’re a new user.
✅ Once accepted, the workspace will appear under “Pending Invitations” or “Owned Workspaces”.
4. Switch Between Workspaces
- Go to “Manage Workspace” > “Switch Workspace.”
- Click any workspace from the list to move between them.
🧠 If you’re an Owner, you can also rename the workspace from the Settings tab by updating the title and clicking “Save Changes.”
5. Remove a User from the Workspace
- In Workspace Settings, scroll to the list of active members.
- Locate the user you want to remove.
- Click the “Remove” button on the right under “Actions.”
- Confirm removal in the popup prompt.
🚫 The user will be instantly removed and lose all access to that workspace.