Step 4 - Users & Workspaces

User Roles & Inviting Users

In Shortcut there are multiple user roles, and understanding these roles are key as you add users and manage the details or your Workspace.

• Shortcut User Roles- The details of each role type and what they can access.
• Managing User Roles- Owner or Admin and wish to change someone's role in your Workspace.
• Managing Invitations- How to invite users to your workspace.

Workspace Overview

Whether you have one or many Workspaces, this section covers how to set up and manage your Workspaces.

• Workspace Best Practices- Outlines best practices on when to use more than one Workspace.
• Workspace Settings- Overview of the Workspace settings.
• Managing Your Workspaces- How to setup and manage multiple Workspaces.