Creating Users

Workzone has five different roles that can be assigned to Workzone users, depending upon what you would like them to be able to do within Workzone. On one end of the spectrum, Administrators can view and modify every aspect of the system. At the other end, Reviewers have the simplest user interface, designed primarily for accessing and reviewing content prepared by others. During the setup process, Workzone describes each user type and what role is appropriate for each type of user.

Suggestion: When first setting up Workzone, create key users first, so that they will be available to assign to workspaces once they are created.

To create a new user:

  • Select All Workspaces from the workspace drop-down list in the top left.
  • Click the settings (gear icon) at the top right of the screen.
  • On the left-hand menu, under USERS, and click Add/edit users link
  • Click the Add New User button at the top of the main page.
  • Click on a user type.
  • Enter the user’s information requested on the screen.
  • Use the checkbox to set up the user’s access immediately (this can also be done later)
  • Click Continue.

NOTE: A Reviewer can also be created quickly for an existing workspace from the settings for that workspace.

User Setup Video

This Workzone setup video provides descriptions of the different user types and their permissions, as well as the processes for setting up and modifying your users. For more information on the different user roles, visit our Overview of User Types knowledge base article. The user type designations made here may be important when considering the available tools in the Features to Display settings.

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