Access Types
Admin
Along with access to the workspace, admins can manage workspace settings, and their teammates’ access levels. Admins can:
Update members’ access type
Edit workspace settings
Edit Shared Views
Access Role Designer
Access Cards*
Member
Members can access the workspace but not edit workspace settings. Members will be able to:
Access the full workspace (Views, Notes, Tasks, Call Intelligence)
Access Automations they have created*
*Only available on certain paid plans
Manage Member Type
The first user from any organization will automatically be assigned as Admin.
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Members under Workspace
Find your Member of choice and select the desired Type
Manage Member Plan
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Members under Workspace
Search for the user you would like to upgrade
Under the Plan column, flip the type to your existing paid plan
To remove a user from your paid plan, simply flip the Plan type to Free
Note: only Subscription Owners can manage seats. Learn more here.
Manage Member Role
Designating Roles in Scratchpad will allow you to customize your organization's workspace for each role by sharing specific Views and Tiles with them. Learn more here!
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Members under Workspace
Find your Member of choice and select the desired Role
Create and Delete Roles
Admins have the ability to create and manage roles in Scratchpad.
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Members under Workspace
Click on any user's role and select ⚙️ Manage Roles
To edit or delete a role, hover over the role and click the pencil or trash can
To create a role, go to the bottom of the list and click + Add Role
Curious to learn more? Book time with a Product Specialist today!