Workspace Admin - You're the boss

Workspace Admins (Workspace Managers and Guest Managers) control and manage workspace settings and activity. The following help articles will help Workspace Admins learn about basic workspace setup and functionality.

You are free to set up your workspace in whichever order you prefer, however you may find it helpful to review the following help articles first. Learn how to set workspace security, create groups, set group permissions, set user visibility, apply numbering, upload documents and invite users and more!

Workspace Homepage

By default, users will arrive here, the Workspace Homepage. The Workspace Homepage can display a calendar and a news feed, which displays new documents, new messages and tasks.

Workspace Homepage



Set up a custom authentication policy for a specific workspace.

Workspace Security


Workspace Apps

Workspace apps are custom tools designed to help you accomplish your project goals. Each workspace has its own set of apps that can be enabled or disabled to personalise the behaviour of your workspace.

Workspace Apps


Basic Workspace Functionality

Learn general workspace functionality.

Upload documents

Create Groups

Set User visibility

Set Folder Permissions

Welcome to Safelink - The basics

System and Workspace Roles

Learn about System Roles and Workspace Roles.

Workspace Roles


Invite Users


Learn how to invite users into your workspace.

Invite users

Invite multiple users