Overview

After creating a Console workspace, the next step is adding the people who will manage and operate Console. Console does this through its Members and Roles system, which controls who can access a workspace and what responsibilities they have. 

Step 1: Set up and confirm your workspace 

Admins and Operators are added within a Console workspace. Before adding members:

• Ensure your workspace has been created 

• Ensure you have permissions to manage members (Admins only)

Step 2: Add team members to workspaces 

Console manages access through Members and Roles. In this section, you can:

• View existing Members

• Add new Members

• Assign or update roles

Step 3: Assign workspace roles 

Assign users to one of four workspace roles:

• Member: base users who can view playbooks and knowledge base

• Contributor: users who can configure playbooks and knowledge base 

• Maintainer: users who can configure playbooks, knowledge base, policies, and help desk

• Integrator: users who can configure a workspace, but not view requests

• Workspace Admin: full workspace administrators

Step 4: Assign your first Admins

Assign organizational-level administrative authority, which is distinct from workspace roles. Organization admins can:

• Create workspaces

• Edit workspace details

• Add members to workspaces 

• Promote users to Super Admin status

Step 5: Create custom roles for tighter permissions (optional)

If you need more granular permissions:

• Choose Create Custom Role

• Enter the role name, description, and select permissions 

Configure access levels such as:

• Workspace settings

• Help desk, approval settings, channel settings, members, general settings