NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

The 'Sales' Workspace Group

Summary

This document explains how users are added to the 'Sales' workspace group. 

Functional Documentation
ClientSpace controls which users are placed in the 'Sales' workspace group. 
The user in the 'Assigned To' field on the Organization plus any user who is in the Admin level role for the Assigned To user's primary department will automatically be added to this this workspace group. This is why sales users as well as their managers always have access to their workspaces. 
If the Assigned To is change, the previous users in this workspace group will not be removed automatically.  This means these users will still have access to the workspace unless they are manually removed. 

From more information on organization and departmental security, review the document Organization and Workspace Security Configuration.

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm