Sharing & Members

The Share feature in YouDesign Models allows you to easily share Teamspaces and Boards with individuals or groups, assigning roles such as Viewer, Editor, or Teamspace Admin. This functionality ensures efficient collaboration across teams and helps manage access permissions.

Sharing Teamspaces and Boards

To share Teamspaces or Boards with others:

1. Click the Share button on the board or teamspace you want to share.

2. Invite individual users or groups as either:

   • Viewer: Only users with Viewer roles will appear in this option. Viewers can see content but cannot edit.

   • Editor: Only users with Editor roles will appear in this option. Editors can create and modify content.

3. Select the appropriate users or groups from the list.

4. Click the Share button to confirm and send invitations.

⚠️ Important: Ensure that the selected groups contain users with the necessary YouDesign Models roles. Only users with valid YouDesign Models licenses will appear in the sharing dialog.

Adding Teamspace Admins

To define additional Teamspace Admins with full administrative privileges:

1. Click the Share button on the board or teamspace from the Homepage.

2. Select the Teamspace Admin option from the sharing dialog.

3. Choose the user from the list (only users with Editor role will appear).

4. Click the Share button to confirm the assignment.

5. You'll receive a confirmation message when the action is complete.

Tip: Assign Teamspace Admins carefully as they have full control over the teamspace settings and member management.

Note: Teamspace Admins are visible only to YouDesign Models Admins and other Teamspace Admins for security and privacy reasons.

Managing Members

The Members tab provides an overview of all users with access to a Teamspace or Board.

Viewing Members

1. Navigate to the Members tab on the YouDesign Models Homepage.

2. You'll see a complete list of all users and groups with access to the current Teamspace or Board.

3. The list shows each member's role and any relevant details.

Removing Members

To remove a member or group from a Teamspace or Board:

1. Navigate to the Members tab.

2. Locate the user or group you want to remove.

3. Click the Trash icon next to their name.

4. Confirm the removal action.

⚠️ Important: Removing a member will revoke their access to the Teamspace or Board immediately. They will no longer be able to view or edit content in that space.

Role Permissions Summary

Role	View	Edit	Manage Members	Manage Settings
Viewer	Yes	No	No	No
Editor	Yes	Yes	No	No
Teamspace Admin	Yes	Yes	Yes	Yes
YouDesign Models Admin	Yes	Yes	Yes	Yes

Tip: Use the principle of least privilege when assigning roles. Only grant the minimum permissions necessary for users to perform their duties.