How can you give someone access to a PSA Workspace?

The most appropriate method to grant someone access to a PSA Workspace is by directly granting access in the user profile settings. This approach allows an administrator to manage permissions effectively and ensure that users have the appropriate level of access to the necessary features and functionalities within the PSA Workspace.

When you use the user profile settings, you can specify which elements of the PSA are accessible to a particular user, including leveraging custom permissions or roles that are tailored to their job responsibilities. This method maintains security and control over who sees what, ensuring that sensitive information is only available to authorized personnel.

Modifying a user’s role to Administrator, while it could potentially give access to all features, is not the best practice for controlling workspace access since it grants extensive permissions that may not be necessary for every user. Using the Lightning App Builder to add tabs does not directly control access to the workspace; it modifies the UI and experience rather than user access rights. Changing a user’s password is unrelated to granting access; it simply allows the user to sign in but does not give them any additional permissions.

Therefore, adjusting the user profile settings is the most effective and secure way to manage access to a PSA Workspace, ensuring users have the necessary permissions aligned with their roles within your organization.