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Coupa Success Portal

Add Members to a Workspace

Users and/or Groups in the application can be added as members of a workspace.

To add members to a workspace, click the down arrow to select the workspace from the Workspaces dropdown menu.

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Click Edit Membership at the bottom of the menu.

At the bottom of the “Workspace Membership” page, choose the Click here to add more members link.

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Search for the appropriate person by manually entering text into the Search Name / Description field.

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Or, alternatively, search for the appropriate group by manually entering text into the Search Group / Description field.

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Click the magnifying glass icon to the right of the search field or the Enter key on the computer keyboard to view search results.

To add a user or users, make the appropriate checkbox indications in the search results, or to choose to add all search results, indicate the Select All checkbox above the results and click the Add button.

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