Tip: Private shared workspaces with roles
When you create a workspace in Cerb, the owner determines who is able to use or modify it.
- App-owned workspaces can be used by everyone, but can only be modified by admins.
- Role-owned workspaces can be used by anyone in that role, but can only be modified by admins.
- Group-owned workspaces can be used by group members, but can only be modified by group managers.
- Worker-owned workspaces can only be used or modified by that worker.
Sometimes you need to share a workspace with a few workers from different groups, while hiding it from everyone else. You can handle this with role-owned workspaces.
You’ll need to be an admin to create a new role.
From the global Search menu, select Roles.
Click the (+) icon above the worklist to add a new role.
Give a Name: to the new role.
In Apply to:, you can assign individual workers or entire groups.
For Privileges just select None.
Then click the Save Changes button.
Now from the Search » Workspace Pages menu, you can use the new role as the owner when creating a new workspace or reassigning an existing one.