Managing Workspaces and Users in TexAu

TexAu allows you to create and manage multiple workspaces to organize automations, users, and resources effectively. Workspaces are especially useful for separating projects, teams, or clients. The number of workspaces you can create depends on your subscription plan.

How to Create a New Workspace

1. Navigate to the Workspace Section

Log in to your TexAu dashboard and select Workspace from the left sidebar.
Here, you can view your current workspace and switch between them.

2. Create a New Workspace

Click the + New Workspace button at the top-right corner of the screen.
Enter the following details:
- Workspace Name: A unique name for the workspace (e.g., "Marketing Team" or "Client A").
- Workspace Description (Optional): Provide a brief description for the workspace.
Confirm by clicking Create Workspace.

3. Access and Manage Workspaces

Switch between workspaces using the dropdown menu at the top-right corner of the dashboard.
Each workspace operates independently with its own set of automations, data, and users.

4. Workspace Limits

The number of workspaces you can create is determined by your TexAu plan. Check your subscription details to know your limit.

Adding and Managing Users in TexAu Workspace

Once a workspace is created, you can invite and manage users to collaborate effectively. To add a new user to your workspace, the user must already have a TexAu account.

How to Add a New User to Your Workspace

1. Navigate to the Users Section

Log in to your TexAu dashboard and go to the Workspace tab on the left sidebar.
Select Users to view the current members and manage user invitations.

2. Add a New User

Click the + New User button at the top-right corner of the screen.
A new row will appear under the Members section.

3. Enter User Details

Fill in the following fields:
- Name: Enter the user’s name (e.g., "John Doe").
- Email: Enter the email associated with the user’s TexAu account.

Note: If the user does not have a TexAu account, they will not be added, and you will see an error message: "Error Occurred! User is not found."

4. Assign a Role

Choose a role for the user from the dropdown menu:
- Owner: Full access to all workspace settings and functionalities.
- Admin: Manage users, settings, and workspace resources.
- Editor: Create and edit automations but limited access to settings.
- Viewer: View results and automations without editing permissions.

5. Send Invitation

Once the details are filled, click Add to send an invitation.
The user will receive an invitation to join your workspace. Pending invitations can be tracked under the Pending Invitation tab.

How to Manage Existing Users

View all workspace members under the Members tab.
Use the dropdown menu in the Role column to update user roles.
Remove users by clicking the delete icon next to their details.

Workspace and User Limits

The total number of workspaces and users you can manage depends on your subscription plan.
Ensure your plan allows for additional users before attempting to add new members.

Troubleshooting

If a user cannot be added, ensure:
- They already have a TexAu account.
- The email entered is correct.
- You haven’t exceeded the user limit of your plan.

Benefits of Managing Workspaces and Users in TexAu

Organization: Keep projects and teams separate by creating dedicated workspaces.
Collaboration: Share workflows and results with team members.
Role-Based Access: Assign specific roles to control access and maintain security.
Scalability: Manage multiple users and workspaces efficiently.

By creating and managing workspaces and users, you can ensure smooth collaboration while maintaining a structured and secure workflow in TexAu.