Connecter Suite Workspaces

The Connecter Suite software-as-a-service (SaaS) product has a unique team collaboration approach. In Connecter Suite each customer (a company or another entity) creates a team of members with individual accounts and permissions to use the team's Workspaces.

In Connecter Suite, each team can have up to ten Workspaces, each stored and managed by either of the following two options:

Cloud Workspace – managed on Connecter's infrastructure and provided for free as part of your Connecter Suite subscription. This option lets you start using Connecter Suite in seconds.
Self-hosted Workspace – hosted on your own PostgreSQL database. This option will require administration by your company's IT specialist.

NOTE: The Workspace data don't include the assets and their previews. This makes the database reasonably small, which is a massive benefit if you want to host it on a public cloud service provider like Heroku, Microsoft Azure, or Amazon AWS.

We keep your Workspace data for six months after the last successful subscription payment. Afterward, we permanently delete the date without prior notice.

Logging in to Connecter Suite accounts

If you're a member of a Connecter Suite team, your admin has probably added you to some of the team's Workspaces. You can also be part of multiple Connecter Suite Workspaces within that team and more Workspaces of other teams (e.g., different companies).

To use Connecter in a Connecter Suite Workspace, you must first log in to your Connecter Suite account and then connect to any Workspace to which you have granted access with that account.

You can log in to a Connecter Suite account while you're in either of the following scenarios:

If you start Connecter for the first time or the last-used Workspace is missing, Connecter will prompt an interface from which you can log in to a Connecter Suite account by clicking the "Log in" button and entering your credentials.
If you're currently working in Connecter in a Personal Workspace but want to log in to a Connecter Suite account, click the "Personal" button at the top right of the app to open the Workspaces interface. Then click the "Log in" button and enter your credentials.
You're currently logged in to a Connecter Suite account but want to log in to another account (switching accounts). Use either of the following methods depending on the current situation:
- Click the button with the presently logged member at the top right of the app, and then:
  - Click the "Switch account" button in the dropdown and then enter your credentials.

- - Click the "Manage Workspaces" button in the dropdown to open the Workspaces interface, and then click the "Switch account" button and enter your credentials.

If you're currently working in Connecter in a Personal Workspace, click the "Personal" button at the top right of the app to open the Workspaces interface, and then click the "Switch account" button and enter your credentials.

Logging in to a Connecter Suite account.

Every time you successfully log in to a Connecter Suite account in Connecter, you see all Connecter Suite Workspace to which you have access. You may be granted access to only one Workspace or multiple Workspaces, including Workspaces from various teams.

When you choose the Workspace you want to connect to, Connecter will start (if you're not connected to any Workspace at the moment) or restart (if you're currently connected to a Workspace) to load the new Workspace's environment.

You also may have no access to any Workspace. In this case, after you log in to your Connecter Suite account in Connecter, there won't be any Workspaces to connect to. Contact your team admin to get access to a Workspace.

Logged-in member with no access to Workspaces.

Login sessions in Connecter

When a user logs in to a Connecter Suite account in Connecter, the login (login session) stays active until the user intentionally logs out.

NOTE: Connecting to a Personal Workspace won't log you out if you're logged in to a Connecter Suite account.

Logging out

To log out from a Connecter Suite account, use either of the following methods:

If you're currently connected to a Connecter Suite Workspace:
1. Click the button with the presently logged member at the top right of the app and then:

- - Click the "Log out" button in the dropdown and confirm by clicking the "Yes" button in the dialog box.

- - Click the "Manage Workspaces" button in the dropdown to open the Workspaces interface, click the "Log out" button and confirm by clicking the "Yes" button in the dialog box.

NOTE: Connecter disconnects from the current Connecter Suite Workspace and restarts when you log out.

If you're currently working in Connecter in a Personal Workspace:

1. Click the "Personal" button at the top right of the app to open the Workspaces interface.
2. Click the "Log out" button and confirm by clicking the "Yes" button in the dialog box.

Accessing Workspaces and the team's Connecter Suite subscription

For the team members to access the teams' Workspaces, an active Connecter Suite subscription is required. The currently active subscription plan determines the number of team members who can connect to and use the team Workspaces simultaneously.

If a team's subscription expires due to non-payment or the end of a trial period, team members can no longer connect to the team's Workspaces. For more information on how to start a Connecter Suite free trial or manage your subscription, refer to the Subscriptions page and FAQ.

Accessing the same Workspace from multiple locations

A team member can access the team's Workspaces from any Connecter instance after logging into a Connecter Suite account with permission to access those Workspaces. However, suppose a team member is currently connected to a Workspace from one Connecter instance.

In that case, connecting to the same Workspace won't be possible using the same account from another Connecter instance. The user would need to log out from one Connecter instance and then log in from the other.

NOTE: It's impossible to boot or disconnect a logged-in user remotely.

Accessing multiple Workspaces from multiple locations

A user can access multiple Workspaces within the same or from various teams if such access permissions are granted to the Connecter Suite account this user holds.

Suppose a user is a member of two teams (two companies). In that case, through the same Connecter Suite account, the user can connect to one's team Workspace from one Connecter instance and to the other's team Workspace from another location.

Furthermore, suppose the user can access multiple Workspaces for any team. In that case, he can connect to them simultaneously from different Connecter instances (e.g., different computers in the same office plus a home-office computer).

NOTE: The same user can't simultaneously connect to the same Workspace from different Connecter instances. Each connection by a team member to the team's Workspaces counts against the "max simultaneous users" quota determined by the team's current subscription plan. For example, if the same user connects to two Workspaces within the same team, this would account for two users from the quota.

The Connecter Suite Team Portal

The Connecter Suite Team Portal is a web application where users must create a Connecter Suite account to join and use the team's Workspaces.

When users log in to their Connecter Suite accounts at the Team Portal, they see all teams (if more than one) they're members of and all team Workspaces to which they've been given access.

Logging into the Team portal.

Logging into the Team Portal

Go to Connecter Suite Team Portal and log in to your Connecter Suite account:

Type in the email address associated with the account.
Type in your password and click the "Go" button.

Team Portal login page.

If you can't remember your password:

Click the "Forgot your password?" button.
Type in your email address in the dialog box and click the "Send" button.
Follow the instructions in the password recovery email you'll receive.

NOTE: If you don't already have a Connecter Suite account, contact your team's admin to manage your permissions when you're granted access to the team.

Team admins

The team admins manage their team members' accounts, access the team Workspaces and permissions, and set up features like Version Control and Workflows, Web Catalog, and others.

For more details on how to grant users a team admin role, refer to the Start Guide.

NOTE: Each organization using Connecter Suite has one team and must entitle one user with a Connecter Suite account as a team admin. A team can only have one user with an admin role.

Adding members to the team

The team admin must first invite all users to join the team as team members. Each invited user receives an email with a link to the Team Portal to create a Connecter Suite account or log in.

To invite users:

Log in at Connecter Suite Team Portal.
Select a team for which you have an admin role.
Click the "Members" button.
Click the "Add multiple members" or "Add new member" button, depending on your choice:

- Add multiple members: type in or paste multiple user emails separated by a comma, select a Workspace, select permissions to apply on all users, and press the "Send invites" button.
- Add new member: type in the member name you want to set for the user, type in its email, and press the "Send invites" button.

NOTE: The invitation will eventually expire unless the user follows up. In this case, the team admin will need to send a new invitation from the Team Portal. There's no limitation on the number of team members.

Removing members from the team

To remove a member from the team:

Log in at Connecter Suite Team Portal.
Select a team for which you have an admin role.
Click the "Members" button.
Click the "X" button of the member you want to remove.

NOTE: Members removed from the team will automatically lose access to all Workspaces to which they currently can connect.

Joining a Connecter Suite team

All users the team admin has invited receive a system email with a link to join a team. When the user follows the link, a web page at the Team portal opens.

A form to create an account appears if the user doesn't have a Connecter Suite account. A login form appears if the user already has such an account.

IMPORTANT: The user can't add himself to a Workspace after joining and becoming a team member. The team admin only manages team members' access to Workspaces. Contact your team admin if you don't see a team Workspace when you log in to your Connecter Suite account at Connecter Suite Team Portal or from the Connecter app.

Creating Connecter Suite Workspaces

After you log in to your Connecter Suite account with an admin role for a team, to create a new Workspace:

Click on the "Workspaces" button.
Click on the "+Cloud Workspace" or "+Self-hosted Workspace" button, depending on your choice.
Type in a name for a new Cloud Workspace and press the "Create new" button. The name you give to the Workspace is what your team members will see when they log in to their accounts in Connecter to connect to the Workspace.

Self-hosted Workspaces require advanced IT skills and ongoing support from a system administrator. Depending on your server/cloud solution, the setup can differ significantly. Still, you can watch the "How to set up PostgreSQL server on Heroku" video for a basic idea of the process.

Some Connecter Suite-exclusive features require a setup for each Workspace in the team. Refer to the following resources for further information on the topic:

Renaming and deleting Workspaces

To rename a Workspace, click the "Edit" button in the Workspace header, type in the new name, and press the "Save changes" button.

IMPORTANT: When you delete a Workspace, all information related to it gets permanently deleted with no recovery option. We don't provide support for deleted Workspaces.

To delete a Workspace, click the "X" button in the Workspace header and confirm the deletion in the dialog box that appears by clicking the "Yes" button.

Adding team members to Workspaces

After creating a new Workspace, the team admin must set the access permissions for all team members. By default, all team members except the admin don't have access to a newly created Workspace. To grant a team member access to a Workspace:

Log in at Connecter Suite Team Portal.
Select a team for which you have an admin role.
Click the "Workspaces" button.
Click a Workspace to expand its content.
Use either of the following methods to set members' access permissions:

- To set access permissions on a particular member, click the respective dropdown button in the Permissions column. If you're setting custom permission, select the individual permissions in the dialog box and click the "Save changes" button.
- To set access permissions for all team members in bulk, click the team members icon in the Workspace header, choose the permissions to grant, and click the "Save" button.

NOTE: This option will update the permissions only of members who still have no access to the Workspace. Those are members whose button in the Permissions column reads "No access".

NOTE: There's no limitation on the number of members who have access to a team's Workspace. However, the current Connecter Suite subscription plan determines the maximum number of simultaneous connections to the team's Workspaces.

Managing Members Permissions.

Removing team members from Workspaces

To remove a team member from a Workspace:

Log in at Connecter Suite Team Portal.
Select a team for which you have an admin role.
Click the "Workspaces" button.
Click a Workspace to expand its content.
Click the "X" button at the right end of the member's row. If updating the permissions is successful, the button in the Permissions column must read "No access."

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