Managing Workspace Members


Sharing files securely with colleagues — inside or outside your organization — is one of Secrata's most powerful features. This is managed through adding and removing workspace members.


Note: Private workspaces can never be shared with other users.


Adding members

  1. Click Invite Members in the workspace toolbar.
  2. Enter one or more email addresses in the Users to Invite field (comma-separated for multiple invites).
  3. Optionally include an invitation message, then send the invite.

If the invited person already has a Secrata account, they'll receive an email inviting them to the workspace. If they don't have an account yet, they'll receive instructions on how to get started.


Removing members

  1. Find the member's name in the workspace member list.
  2. Click their name and select Remove Member.
  3. Confirm the removal when prompted.

If you remove someone by mistake, or need them to rejoin later, simply invite them again using Invite Members.


Leaving a workspace

If you no longer need access to a workspace, you can leave it:


  1. From the Workspaces list, click Leave Workspaces.
  2. Select the workspace(s) you want to leave.
  3. Confirm that you're finished with those workspaces.

Important: Once you leave a workspace, you lose all access to its files and messages. Remaining members can invite you back if needed. If the last member leaves a workspace, that workspace is permanently deleted.

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