Overview
Canvas Admins can invite any team member or team to a canvas as either an editor or an admin. These users will have access to edit, duplicate, and archive the Canvas. Only Canvas Admins can delete and share the Canvas with other users. User access can be changed at any time.
Please note that when sharing a Canvas with a team, any changes to the users added or removed from the team will also reflect in the Canvas. If a Canvas is shared with a user at both the individual and team level, their individual sharing level will take precedence.
Permissions
Any user can create a Canvas, which assigns that user Canvas 'Admin' permissions. As the Canvas Admin, you can invite additional users and designate 'Admin' or 'Editor' permissions to that user. If the radio dial 'Invite the selected team to Canvas' option is selected when creating a Team Canvas, all team members will automatically be invited with edit access.
Canvas Permissions | Editor | Admin |
Create a Canvas | Any user can create a Canvas! | Any user can create a Canvas! |
Open Canvas | Yes | Yes |
Edit Canvas | Yes | Yes |
Rename Canvas | Yes | Yes |
Duplicate Canvas | Yes | Yes |
Archive Canvas | Yes | Yes |
Delete Canvas | No | Yes |
Share Canvas | No | Yes |
Publish OKRs in Canvas |
**Any user can create a canvas. When using templates to create/reset Team OKRs, users must be on that team to add the template.
Canvas Admins: Invite Users to a Canvas
Navigate to OKR Canvas from the 9-square waffle menu in the upper left-hand corner of WorkBoard.
Select the Share
icon in the upper right-hand corner of your Canvas.
Search and select the user(s) or team(s) you’d like to add.
Grant either Admin or Editor access from the dropdown.
Check the box if you'd like to notify the added users.
When finished, select Share.
Canvas Admins: Remove Users from a Canvas
Navigate to OKR Canvas from the 9-square waffle menu in the upper left-hand corner of WorkBoard.
Select the Share
icon in the upper right-hand corner of your Canvas.
Click the dropdown arrow next to the contributor's permission status
Select Remove
Edit Access: View Canvas Contributors
Navigate to OKR Canvas from the 9-square waffle menu in the upper left-hand corner of WorkBoard.
Select the View icon
in the upper right-hand corner of your Canvas.