Sharing a created workspace for collaboration

After a workspace is created, the workspace can be shared to others for collaborating on the workbooks in the workspace.

Sharing a workspace that was created

To share a workspace, complete the following steps:

  1. Select a workspace that was created on the main Z Refactoring Assistant landing page. For example, the created workspace GenApp.
  2. Click the Action Menu icon on the Actions column of the workspace, and select Share.
    Share a workspace
  3. When the pop-up window for sharing the workspace is displayed, enter the email addresses of the users that you want to share the workspace with.
  4. Select the permissions that the users will have in the shared workspace. Three permissions can be set up.
    • Can view workbooks
      This permission includes the following authorities and limitations.
      • Workbooks can be opened in read-only mode.
        • Changes can still be made to the local copy of the workbooks except the status of the workbooks.
        • The local copy can be exported.
        • The changes in the local copy will not be saved to the server.
      • Workbooks cannot be imported, deleted, or created by slicing code blocks to a new workbook.
    • Can edit workbooks
      This permission includes the following authorities and limitations.
      • Workbooks can be opened for editing if you are the first one to open them. Otherwise, the workbooks only can be opened in the read-only mode with the authorities that are described in the permission to view workbooks.
      • Workbooks cannot be imported, deleted, or created by slicing code blocks to a new workbook.
    • Can edit, create and import workbooks
      This permission includes the following authorities and limitations.
      • Workbooks can be opened for editing with the authorities that are described in the permission to edit workbooks. Also, workbooks can be imported, or created by slicing code blocks to a new workbook.
      • Only the workbooks that you created can be deleted, unless you are the owner of the shared workspace. The owner of the shared workspace can delete any workbook that is not being edited.
    Invite members
  5. Click Invite to share the created workspace.

Managing the member of a shared workspace

To check or change the permissions of the members in a shared workspace, complete the following steps:
  1. Select the shared workspace.
  2. Click the Action Menu icon on the Actions column of the workspace, and select Share.
    Share a workspace
  3. Click the Members tab, and you can see all the members in the shared workspace.
  4. If you want to change the permission of a member, click the drop-down of the permission field beside the member, and change the permission type.
    shared members
  5. Click Save. Then, the invitee will get an email notification if the email server is configured.
    Email notification

Checking the workspaces that were shared to you

To check the workspaces that were shared to you, complete the following steps:
  1. Click the Workspaces shared with me tab on the main Z Refactoring Assistant landing page. A list is displayed with the workspaces that were shared to you.
  2. Check the information of the shared workspace, including the workspace name, AD project, members, and permissions that you have in the shared workspace. Then, click a shared workspace, GenApp for example, to explore more about the workbooks in the workspace.
    Check permission
  3. Select a workbook that you need to collaborate in the shared workspace, and click the workbook name to open it.
    workbook shared to me
  4. View, edit, or import a workbook based on the permission you have.
    Shared workbooks