Inviting Members to Your Workspace

This section explains how to invite new members to your workspace. There are two primary methods for managing workspace membership: enabling an invite link.

Enabling and Using the Invite Link

This method allows you to quickly invite multiple users to your workspace by sharing a unique link.

Steps:

1. Navigate to Organization Settings: Access the organization settings within the application. This is typically found in the settings or administration section of the workspace.
2. Find the Invitation Section: Look for a section labeled "Invite Members" or similar. It usually contains a toggle to enable/disable the invite link feature.
3. Enable the Invite Link: Toggle the switch to enable the invite link. The application will then generate a unique URL.
4. Copy the Invite Link: A 'Copy Link' button will appear. Click this button to copy the generated URL to your clipboard.
5. Share the Invite Link: Distribute the copied link to the individuals you wish to invite to your workspace. You can share it via email, messaging applications, or any other communication channel.

How it Works for Invitees:

1. Click the Link: When a user clicks the invite link, they will be redirected to the application's sign-up or login page.
2. Sign Up or Log In: New users will be prompted to create an account. Existing users will be asked to log in.
3. Join the Workspace: After signing up or logging in, the user will automatically be added to your workspace.

Disabling the Invite Link:

To prevent further invitations via the link, toggle the switch to disable it. Disabling the link will invalidate the existing URL, meaning it can no longer be used to join the workspace.

Managing Members Directly (Admin Only)

Admins have the ability to directly add, remove, and modify roles of users within the workspace.

Viewing Members:

1. Navigate to the Members Section: Within the Organization Settings, locate the "Members" section. This section displays a list of all current members in the workspace.
2. Member Information: Each member entry typically shows their name, email address, and assigned role.

Removing Members:

1. Locate the User: Find the user you wish to remove from the list of members.

2. Initiate Removal: Click the "Remove" button or associated action for that user. Note: Removing a user is a sensitive action and only available for admin role.

3. Confirm Removal: A confirmation dialog will appear, outlining the consequences of removing the user (e.g., loss of access to workspace projects and conversations). Confirm the removal to proceed.

   Important: Removing a user from a default organization is not possible.

Modifying User Roles (Admin Only):

1. Locate the User: Find the user whose role you want to modify.

2. Access Role Options: Click the current role assigned to the user. A dropdown menu will appear, displaying the available roles (e.g., Admin, User).

3. Select a New Role: Choose the desired role from the dropdown menu.

4. Save Changes: The role change will automatically be saved and applied to the user.

   Important: Modifying user roles in a default organization is not possible.

Important Considerations:

• Admin Privileges: Only users with administrator privileges have the ability to manage members, modify roles, and configure the invite link.
• Default Organizations: Default organization comes with certain restrictions, you cannot remove a user or modify their roles from the default organizations.
• Security: Treat the invite link with care, as anyone with the link can join your workspace if it is enabled. Regularly review your member list and disable the link if necessary to maintain workspace security.