Managing Your Remesh Workspace

Overview

A Workspace is the broadest access level within Remesh. Within your Workspace you will find Teams and within Teams will be your Remesh Conversations. A Workspace Administrator has a number of tools and settings at their disposal for managing their Workspace, Teams, Conversations and users.

Please note that these settings are only available to Workspace Administrators. If you are not a Workspace Administrator and think you should be, please reach out to another Administrator on your team to grant access.

How it Works

As a Workspace Administrator you can manage your workspace by logging into the Remesh platform and clicking Manage Workspace on the left hand side. Below you can find some of the most common activities executed by workspace administrators.

Adding Teams

Select Teams to view and edit details about the teams in your Workspace.

Click Add New Team.
Name your team, select your Generative AI/Participant Terms settings, then add users using name or email.
Users who do not already have an account will receive a user invitation email inviting them to create their account. The link in this email is valid for 24 hours. To learn more about how to resend this invitation, please see Resending User Invitations.

Editing and Managing Teams

Select Teams to view and edit details about the teams in your Workspace.

Select the ··· to the right of the team you would like to manage.
From this menu, you can add new users to the team or you can manage the team. Select Manage Team.
You can manage team Generative AI/Participant Terms settings on the right hand side.
Click the downward carrot to the right of a user to adjust their permissions.
Click the ··· to the right of a user to remove the user or resend their user invitation email.

Adding Users

As a workspace administrator you can add users to any of the teams within your workspace. You can do this in a few ways.

If you would like to add an additional Workspace Administrator, you will need to do that from the Users page. Read more about user permissions here.

From the Teams Page

Select Teams from the left hand panel.
Choose the team you would like to add a user to and click the ··· to the right.
Select “Add New User” and input the users email and role.
Users who do not already have an account will receive a user invitation email inviting them to create their account. The link in this email is valid for 24 hours. To learn more about how to resend this invitation, please see Resending User Invitations. Users who have an existing account will receive an email notification letting them know they have been added to a new team.

From the Users Page

Select Users from the left hand panel.
Click Add New User.
Input the users email address, role and the team(s) you would like them to be added to.
Users who do not already have an account will receive a user invitation email inviting them to create their account. The link in this email is valid for 24 hours. To learn more about how to resend this invitation, please see Resending User Invitations. Users who have an existing account will receive an email notification letting them know they have been added to a new team.

Manage User Permissions

As a workspace administrator, you can manage user permissions in two places.

From the Teams Page

Select Teams to view and edit details about the teams in your Workspace.
Select the ··· to the right of the team you would like to manage.
Click the downward carrot to the right of a user to adjust their permissions.
Click the ··· to the right of a user to remove the user or resend their user invitation email.

From the Users Page

Select Users from the left hand panel.
Click the downward carrot to the right of a user to adjust their permissions.

Resend User Invitations

Monitor account creation from the Teams or Users page. No matter what page you are on, you will find the status in the same place: in the column indicating the user's role. You will either see that the invite has been sent and pending, or if 24 hours or more has passed you will see Invite Expired. If an invitation has expired, you can click the ··· to the right of the user and click resend. This will send an updated invitation email to the user that will be valid for an additional 24 hours.

Monitor Workspace Activity

Clicking Activity will take you to yourActivity Dashboard which provides an overview of usage in your Workspace. You can track how many Conversations have been completed, how many participants completed and more. Read more about the Activity Dashboard here.

Manage Your Workspace Settings

Selecting Manage Workspace from the left hand panel will allow you to access additional settings for your workspace.

Generative AI Settings This allows you to manage which teams have access to Generative AI features. You can read more about Generative AI and how to enable it here!

Participant Terms The Remesh platform contains a default set of terms & conditions for Participants to agree to before joining a Conversation. This is intended as a best practice for our customers to ensure that Participants are consenting to share their personal opinions and information in each Remesh conversation. If this is not something you wish to use, you can turn this off on a team by team basis. Simply toggle the on/off switch to turn off Participant Terms for the workspace, or select the edit button below when Participant Terms are turned on to select certain teams you would like terms to be turned off in.

You can also change these settings from the Teams page by selecting the ··· and clicking “Manage Team."

If you turn off Participant Terms, we recommend adding an introduction message to explain to participants how their responses and data will be used.

Multi-Factor Authentication (MFA)

Turn on Multi-Factor Authentication to require all users in your workspace to use a second authentication factor when logging into the platform. MFA adds an extra layer of protection to your account by requiring multiple forms of verification before granting access. This significantly reduces the risk of unauthorized access, even if your password is compromised.

If enabled, when users login they will receive a one-time passcode, sent to their email on record, to use during log in. To enable MFA navigate to the Multi-Factor Authentication Settings, click the toggle then, save.

Frequently Asked Questions

How do I know if I am a workspace administrator?
Upon logging in, at the bottom left of your screen in the navigation panel, you will see your workspace designation.