MEMBERS
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      How to manage group members

      Managing group members can be done by either group administrators or account administrators. Both member types have the same capabilities.

      This article will explain;

      How to view group members

      A display of group members can be viewed by clicking the member icon on the right side of the group navigation bar. This view is accessible for all members of a group unless it’s restricted in the group settings.

       

      Group administrators and super admins can also view the members in the group settings where the members are managed.

      Either click “manage members” button on the members view (as displayed above) or follow the steps below to view the members in the group settings:

      1. Click the cog icon on the right side of the group navigation bar to navigate to group settings
      2. Select “members” from the settings menu on the left side
      3. Select “Existing members” tab to view the list of existing group members
      4. Select “Pending invites” tab to view the list of group invitations
      5. Click the “Export Members” button to download a CSV file of group members

      How to invite members to a group

      Inviting members to a group can be done in the group settings. To invite members to a group;

      1. Navigate to the members section in the group settings as instructed above
      2. Click the “Invite Members” button to open the invitation panel
      3. Type in the email address of the person you want to invite
      4. Or click the “add people from…” button to select from the existing members in the account
      5. Set the group rights for the member you’re inviting
      6. Click “Edit message” button to change the invite message
      7. Switch on the temporary access toggle if you wish the member’s access to automatically expire after a chosen period of time
      8. Switch on the reminder toggle to resend the invite after 3 days if it is not accepted yet
      9. Click “Invite” button when you are done

       

      How to update group member rights

      Group rights of a member is not permanent once set, which means group administrators and super admins can update the rights of a group member at any given time.

      To update the group rights of a member;

      1. Navigate to the members section in the group settings
      2. Select a group member to view the details
      3. Set new group rights for the member you chose
      4. Click the “update” button to finish

       

      How to remove members from a group

      Group members can be removed from the group by a group administrator or a super admin at any given time. 

      To remove a group member;

      1. Navigate to the members section in the group settings
      2. Select a group member to view the details
      3. Click the 3 dot icon to display the options
      4. Click the “remove member” button which will immediately remove the member from the group

       

      How to update a pending invite


      To update a pending group member invite;

      1. Navigate to the members section in the group settings
      2. Choose the “pending invites” tab to view a list of pending group invites
      3. Select a pending invite to view the details
      4. Change group rights for the invitee
      5. Copy the provided link and email the link to them if the invitee has any problems with the invite
      6. Or click the “resend invite” button to resend the invite
      7. Click the “update” button when you are finished
      8. Click the 3 dot icon on the top right corner and select “remove invitation” to immediately remove the pending invite

       

      Learn how an Account Administrator can Manage Account Members here.