Workspaces, members and access
Workspace administrators use this area to control membership, module rights and shared communication settings.
Workspace settings
Open the workspace action menu and select Settings. Administrators can update the workspace name and image and configure workspace-level email and SMS behavior used by features such as guest communication.
| Setting | Purpose |
|---|---|
| Name and image | Identifies the workspace in the portal and navigation. |
| Email sender | Defines the visible sender name and reply-to address for workspace-generated messages. |
| SMS gateway | Stores the licensed provider configuration used to deliver text messages. Credentials are protected and can be tested from settings. |
Add a member
- Open the workspace menu and select Members & Rights.
- Add the email address connected to the person's Falcon account.
- Assign one or more access groups.
- Save, then ask the member to reopen or refresh the workspace.
Design access groups
An access group combines module permissions with optional production visibility rules. For each module, choose the least access needed:
Full access
The member can read and change records, subject to record-specific rules.
Read-only
The member can open and review records but cannot create, edit or delete them.
No access
The module is hidden and its data is excluded from dashboards and searches.
Production filters can further limit which productions a group may access. A member with several groups receives the combined access allowed by those groups.
Remove or change access
Edit the member's group assignments for a role change. Remove the workspace membership when the person should no longer enter the workspace. Membership and Staff are related but separate: membership controls application access, while Staff stores the operational profile.