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Managing Users and Shared Workspaces

Learn how to invite, assign, and manage users in Mindsmith shared workspaces to control access and collaboration.

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Written by Katie McMurray
Updated over a week ago

When you’re working across teams or departments, keeping user access organized is key. Mindsmith offers flexible user management features that let you control who can view, edit, and administer workspaces within your organization.

This guide walks through how to invite, assign, and manage users in your account.

Accessing User Management

All user management happens from the Settings and Members panel, located in the main navigation bar on the left side of the Home screen.

Clicking Settings and Members opens a side panel with user and governance controls organized into three key sections:

  • Members – Add, manage, and assign roles

  • Auto-join – Set up email domains for automatic viewer access

  • Security – Configure SSO and authorized domains

Plan Requirements for User Management

  • User management, shared workspaces, and governance tools are only available on Business and Enterprise plans.

  • Free and Professional tiers do not include multi-user workspaces or permission management.


Managing Members

In the Members section, you can invite users, view your current license usage, and manage user roles and statuses.

Inviting Users

You can invite users in two ways:

  1. Manual Invite: Enter their email address and assign a role (Admin, Author, or Viewer), then click Invite.

  2. Invite Link: Click Invite Link to generate a reusable link you can send throughout your organization.

Understanding Roles

Mindsmith supports three role types:

  • Admin – Can manage users, settings, and all content across the workspace.

  • Author – Can create and edit lessons, but not manage users or settings.

  • Viewer – Can access shared lessons, but cannot edit or manage content.

Monitoring Usage

At the top of the Members view, you'll see how many of your available licenses are currently in use (e.g., "14 of 15 licenses assigned").


Setting Up Auto-Join Domains

The Auto-join section allows you to authorize email domains (e.g., @company.com) so that anyone with an email at that domain can automatically join your workspace as a Viewer.

This is especially helpful in large organizations where team members frequently onboard or shift roles. Just add your company’s domain(s), and new users will see the option to join upon signup.

To add a domain:

  1. Navigate to Auto-join.

  2. Click + Add Domain.

  3. Enter the domain name and save.


Configuring SSO and Security

If your organization uses Single Sign-On (SSO), you can configure it under the Security section.

Mindsmith supports SAML-based SSO. You’ll need to:

  1. Add Authorized Domains for your SSO provider.

  2. View and use the Mindsmith Service Provider configuration details to connect with your Identity Provider.

For technical setup, click View SAML Configuration at the bottom of the panel.


Recommended Reading:

  • Sharing Content

  • File Mangement

  • Content Translation and Multi-Language Management

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