Manage your workspace
If you have signed up for your own Lean-Case workspace, you have access to the Customer Area via the User Profile Menu in the upper right corner.
Most importantly, you can add and manage your Workspace Members so that they can set up their own Lean-Case projects. Workspace Members might be
Users who have been invited as Workspace Members do not have access to the Customer Area.
The Customer Area allows Workspace Owners to manage their Lean-Case workspace. Most notably, they can
Of course, they can access their Lean-Case projects from here as well.
Understanding User Types
To manage the Lean-Case workspace, you should understand that there are 4 types of users
- 1The Customer who has signed up for the workspace. The Customer can manage the subscription and the billing status, manage all members in the workspace and define Workspace Owners
- 2Workspace Owners who – like the customer – can also manage the workspace, invite members to the workspace and add more projects to each member
- 3Full Members who have been invited to a workspace by any of its Owners. They can create their own Lean-Projects and share those projects with anyone else.
- 4Guest Members. They have been invited to a project with editing or viewing rights but – because they are not Full members - they cannot create any project themselves. You are not billed for Guest Members.
Note that any user can be a member of several workspaces. For example, he can be
Managing Workspace Members
In the top bar, you find the Workspace Dropdown which shows the workspaces which are enabled for your email address: pick the one in which you want to work and click the button <Go> to access this workspace and access the Customer Area via the User Profile Menu
In Customer Area > Workspace Member, you find the list of all members which is searchable.
As a workspace owner, you can
Invite a new member to your workspace by clicking the button <Invite New Members> at the bottom of the list. After sending the invitation, the new member will appear in the list with status "Pending Member". As long as the user has not accepted the invitation, he will be kept in this status and you will not be billed.
You can manage the status of each member via the button <Manage> available for each member.
Depending on the member's status, different functions are available via the button <Manage>.
The Member List in the Customer Area also shows users with status "Guest Members". Any of your Full Members have shared a Lean-Case Project with them which they can view or edit. Guest Members cannot create their own Lean-Case Projects but only view or edit those to which they were invited. As the Workspace Owner, you can
Branding the Workspace
On top of managing all the membership, you can also brand your workspace if you bought a Lean-Case Business Edition. You can
Manage Subscriptions and Billing
As a "Customer", you can – of course – also manage your subscription and billing status by
Let us know your questions and make use of the help we provide via the help menu in the upper right corner of the menu bar.