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Manage Workspace and Users

Introduction

In AAArdvark, a Workspace represents your account. Each Workspace has a single Owner, but you can add as many Users as needed. Users are assigned roles to manage their permissions, and once added, they must be assigned to a Team to access specific websites.

To make changes to your Workspace Settings information, click your name in the top-right corner of the AAArdvark interface > click Manage Workspace > click Workspace Settings.

The Workspace Settings option is found under the Manage Workspace menu item.

Workspace Settings

In Workspace Settings, you can manage general account details, such as:

  • Workspace Name: This appears on all the pages of the AAArdvark app and in PDF site reports. Use your agency or business name for consistency.
  • Workspace Logo: Appears in generated PDF reports. We recommend uploading a professional logo.

You’ll also see the Workspace Owner information here. This user has all permissions to manage users, sites, plans, billing information, and cancel the account.

The Workspace Owner is a special role assigned to the person who created the account.

Add Users to Workspace

AAArdvark doesn’t limit the number of users you can add. Enter the email address of a user to invite them to your account. New users will receive an email invitation to AAArdvark.

Users could include a variety of different people including:

  • Clients
  • Developers or Remediators
  • Co-Workers
  • QA Team
  • Other Auditors

You must add the user to a Team once they’ve joined to grant access to specific websites in your Workspace.

Entering in the team member’s email in the email field to invite them to the workspace.

User Roles

When adding a new User to your Workspace, you’ll need to also select a User Role to assign them. The Role will determine their level of access and permissions within your Workspace.

  • Workspace Owner
    • All permissions, including managing billing, workspace plan updates, and account cancelation.
  • Administrator
    • All permissions except managing billing, workspace plan updates, and account cancelation.
  • Project Manager
    • Assign, comment, and update the status of Issues.
    • Invite Clients, Developers, and Project Managers to the Workspace.
    • Manage teams.
    • Add, update, and delete Sites, Pages, and Integrations.
    • Update Roles and remove Users (Developers, Project Managers, and Clients Only)
    • Start automatic and manual Scans.
  • Accessibility Tester
    • Assign, comment, and update the status of Issues.
    • Invite Clients, Developers, and Project Managers to the Workspace.
    • Manage teams.
    • Add, update, and delete Sites and Pages.
    • Update Roles and remove Users (Developers, Project Managers, and Clients Only)
    • Start automatic and manual Scans.
    • Review and resolve Manual Issues.
  • Developer
    • Assign, comment, and update the status of Issues.
    • Add, update, and delete Pages and Integrations.
    • Update Sites.
    • Start automatic and manual Scans.
  • Client
    • View Dashboard and Download Reports
    • Assign, comment, and update the status of Issues.
    • Start manual Scans.

The User Role does not change across Teams – their permission level is the same regardless of what website they’re assigned to.

Manage Users

In the Users section in the Workspace Settings, you can manage active users. Here are the available actions:

  • Change Role
    1. Click the Change Role button next to the user whose role you want to change.
    2. A popup modal will appear with the options for the new role.
    3. Choose the desired role and click Save to confirm.
  • Remove User
    1. Click the Remove User button next to the user you want to remove.
    2. A popup modal will appear to confirm the removal.
    3. Click Remove to confirm.

If you select Change Role, a popup modal will appear prompting you to select the new role for the user. Click Save to confirm changes.

Transferring Workspace Account Ownership

To transfer ownership of a Workspace, follow these steps:

  1. Add the new owner to the Workspace as an Administrator.
  2. The current Workspace Owner should send a support request to AAArdvark’s support team, including the email address of the new owner and a confirmation statement authorizing the transfer.
  3. Once the request is processed, the new user will become the Workspace Owner and the previous Workspace Owner will automatically be assigned the Administrator role.
  4. If the previous Workspace Owner no longer requires access to the account, they can delete their user account after the transfer is complete.

Note: Account ownership changes are processed by our support team and should usually be completed within one business day. For security purposes, additional verification may be required before completing the transfer.

Still stuck?

File a support ticket with our five-star support team to get more help.

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