PBworks User Manual

 

Inviting Users

Page history last edited by PBworks 1 mo ago

 


 

How can I invite people to my workspace?

 

To share access as a writer

To share access as a writer scroll down to the bottom of your right panel, and enter the user's e-mail address into the "Sharing" tool bar.

 

 

 

To add other access levels

You can also go into "Settings" and then "Users" to apply other access levels.

 

 


 

What happens when I enter in someone's email address?

When you enter in an email address and click "Add user," we send that user an email giving them instructions with how to set up a PBworks Account (if they don't have one already) and how to gain access to your workspace.


 

Access Levels

 

Administrators

As an Administrator, you can rename or delete anything on the workspace. Administrators can add users, change their permission levels or remove them. Admins alone have access to the workspace's Settings page and are also the only ones who can change page and folder level security settings. Admins are the only ones who can see Hidden pages or edit Locked pages.

 

Editors

Editors are trusted helpers who are highly privileged Writers. They can rename or delete pages, files and folders. Editors should be highly trusted, since they can delete your data irrevocably.

 

Writers

The recommended default for invited users. Writers can edit pages and revert pages to previous versions. They can also upload new files and create new pages. Writers cannot perform any action that cannot be undone.

 

Readers

Readers cannot make any modifications at all to a workspace. They can view pages, RSS feeds, and files. They can also see the history of changes that have been made to a page. By default, readers can make comments on a workspace, without being able to edit the workspace itself. This setting can be modified by going to "Settings" and then "Workspace Security."

 

Page Level Only

Page-Level-Only users have no special access to any part of the workspace until they are explicitly given access to a page or a folder with the Custom Security setting. This feature allows you to give individual users up to Editor level permissions on a single page (or group of pages in a folder) without giving them access to any other part of the workspace. 

 


What can each permission level do on a workspace?

 

Here are some common acitivities on your workspace, and what each kind of user is allowed to do.  The last column, covering anonymous users, is not applicable if you've made your workspace private in the Workspace Security settings.  Only users in your user's list have access to a private workspace.

 

Activity Administrator Editor Writer Reader Anonymous User*
           
Create a Page      
Edit a Page      
View a Page  
Rename a Page        
Delete a Page        
Change Page Security          
           
Create a folder        
Rename a folder        
Delete a folder        
View the contents of a folder  
Move a page or file from Unfiled Items into a folder      
Move a page or file from a folder into another folder      
Move a page or file from a folder into Unfiled Items      
Change folder security        
           
Upload a File    
Upload a new version of a file    
View a File
Rename a File      
Delete a File      
           
Access and change workspace settings        
           
View comments on a page
Create a comment on a page ** ***
Delete a comment on a page      
           
Create page tags    
Remove page tags    
           
View page and file history    
Revert pages and files to a previous version    
Delete previous revisions of pages and files      
           
Add HTML to a page    
Add HTML and potentially unsafe Javascript to a page (Administrators can only add Javascript to a page using the HTML/Javascript plugin)        
           

 

*Anonymous users have no access to private workspaces.  Check your Workspace Security settings to see if Anonymous users can see your workspace.

**Readers may create comments on page, only if that option is allowed by the Administrators in the Workspace Security setting

***Anonymous users can only create comments on public workspaces if the following are true in the settings of the workspace:

  1. The anonymous user is logged in with a PBworks account.
  2. The workspace security settings allow Readers of the workspace to comment.

 


 

Add people using the Request Access feature

It’s perfect if you want to add users to your workspace, but don’t want to manage the process of figuring out their email address, adding them, and managing them. You’ll still be able to add users to your workspace, but Request Access allows your users to make your life easier.

 

See the Request Access page for more details.


 

How do I add Page-level access controls to my workspace?

If you have a Premium workspace, you can add page-level access to your workspace. See our billing page for more information about adding a premium plan to your workspace.


 

How do I give someone Page-level access to my workspace?

If you have a premium workspace go to "Settings" and then "Users." Enter in an e-mail address and choose "Page-level."

 

 

You can then go to individual workspace pages and click the "Page Security" link on the right panel. Choose "Custom" to apply page-level access.  Or, to quickly add users to multiple workspace pages, you can grant users "Reader" access to a custom security folder containing the desired pages.  Please note that you'll also need to add any non-Page-level-only users to the folder as well, to grant them access to the pages within.

 

 

How do I remove a user from my workspace?

Go to "Settings" and then "Users." Find the user you want to remove from the workspace. Use the pull down menu to select "Remove access". Once you remove access, the user still exists in the workspace with the permission level of "Remove access," however, they will not be allowed to log in or view your private workspace.

 

 

Keeping them in the list with this permission level accomplishes two things:

 

  1. It lets you have a record of people you have specifically denied access to the workspace.  If you change your mind in the future, you can easily grant them permission again and they won't get any introductory emails.
  2. You won't get any emails from this email address if the user requests access.  If an email address that's already on your workspace under "Remove access" requests access, they are automatically denied, and the administrator is not notified.

 

Additionally, you can remove them completely from the list by clicking the "Remove" button next to each address with the "Remove access" permission level.  This takes them off the list, and if they request access to your workspace again, the administrators will have the opportunity to grant access.

 

Here's a video on how to remove a user completely from the User list.  Remember, once you set the permission level to "Remove access," the user will not have any access.  Administrators should only remove the user from the list if they want to clean up the user list, or want to give the user the opportunity to request access in the future.

 

 


 

IP Restriction

IP restriction is part of our business premium pricing plans. To find out more information about adding IP whitelisting or blacklisting to your workspace contact sales@pbworks.com. 


 

How can I make my workspace editable by the public?

If you want to give editing access to any visitors of your workspace, you can use our Public Editing feature.