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Workspace settings

Configure your workspace settings, invite users and connect to Slack


Actioner workspaces

Actioner workspace is a collaboration environment for running and designing workflows. Users in the same workspace can share workflows with each other and build apps together.

When you join a workspace, a user profile is created with your email address. You can use the same email address to join as many workspaces as you’d like. You have separate Actioner accounts for each workspace you join or create.

To switch to another workspace, click on your workspace name on the left menu and select the workspace you want to switch to.

Workspace admins

Workspace admins are the users with the below rights:

  • Updating workspace name and URL

  • Assigning workspace admin rights to users

  • Connecting Actioner workspace with a Slack workspace

Tip

Workspace admins can only see the apps that they are added as a user to. Accordingly, they can update an app if they are the admin of that app.

Workspace settings

Go to Workspace settings page from the left menu to see your workspace settings, view your users or connect to your Slack workspace. If you want to continue in another workspace, click on the workspace you want to switch to.

On this page, you can update your workspace name, URL and icon. Once a workspace URL is updated, all users in that workspace are logged out automatically. In that case, you can login again from this page.

Slack connections

On Slack connections page, you can connect Actioner and Slack workspaces. With a Slack connection, your users can call and interact with Actioner app on Slack.

Visit connecting to Slack page to learn how you can connect a Slack workspace.

Users

On this page, you can see the list of users in your Actioner workspace. If you are a workspace admin, you can update the role of a user.

Invite a user

Invite from Actioner

In Slack, go to Apps from the left menu and find Actioner. On Home tab of Actioner app, click + Invite Slack users and select the users you want to invite.

Invite Slack users

Resend invitation

Go to your workspace from left menu and navigate to Users page.

In Users list, you can see the pending invitations. Click Resend invitation to re-invite your users.

Invite from Slack

Go to your workspace from left menu and navigate to Users page. Click + Invite user and enter the email address of the new user.

Invite users from Actioner

Add a user to your app

Navigate to your app in My apps page and go to Permissions tab. Click + Add user.

Add a user to your app

Update a user's permission

Find the user you want to update permission for and select Runner or Admin role.

Info

You can restrict a specific user's permission to run a specific workflow under workflow permissions.