Members

The Members section allows admins and managers to manage who has access to the workspace and what permissions they have. In this section, you can invite new members, assign roles, change existing roles, and remove members from the workspace.

Key Features

1. Invite New Members

   • Admins and managers can invite new members to the workspace by entering their email addresses. Once invited, users will receive an email prompting them to join the workspace.

   • You can also create an invite link that can be shared with prospective members to join the workspace directly.

2. Assign or Change Roles

   • Every member in the workspace is assigned a role: Admin, Manager, or Member. These roles determine the level of access and permissions the user has within the workspace.

   • To assign or change a role, select the user from the list, click on their current role, and choose the appropriate role from the dropdown menu.

3. Remove Members

   • If a member no longer needs access to the workspace, admins can remove them. Simply click on the three dots and select 'Delete Member', and they will no longer have access to the workspace.

How to Invite Members

1. From your workspace, click on Workspace Name on the top menu.

2. Select Workplace Settings from the dropdown menu.

3. Select Members from the left-side menu.

4. In the Invite by Email section, enter the email address of the person you would like to invite and assign them a role before clicking Send Invite.

5. Alternatively, you can use the Invite Link option to create a link that can be shared with others.

When using invite links to invite users, it is important to note that if you change the role assigned to an invite link after generating it, any new users who join using that link will be assigned the new role. To prevent confusion or accidental role assignment, best practice is to create a separate invite link for each role (e.g., Admin, Manager, Member) and share those specific links with users based on their intended role. This ensures that users are consistently assigned the correct permissions over time.

Roles and Permissions

The roles assigned to members determine what they can do within the workspace. Visit the Roles and Permissions section for a detailed explanation of what each role can do.