Members

To manage your workspace members, access the Administration space, then the Members section.

Note that only members with admin rights (owner and admins) can manage workspace members.

Add a member

To invite a member to your workspace, you need to:

1. Enter the member email address.
2. Define his/her role.

Once a member accepts the invitation, s/he becomes active.

About members roles

Within a workspace, members can have different roles granting them different permissions. For more details, see role descriptions below.

	Owner	Admin	Integrator	Contributor+	Contributor	Restricted contributor	Reader
Worskpace
Transfer workspace ownership to another member	x
Manage workspace (members, folders, preferences, entities)	x	x
Manage authentication	x	x	x
Access Developer menu	x	x	x
Export workspace shared and personal contacts	x	x
Import shared contacts	x	x
Transactions
Create/edit transactions in all folders	x	x
Create/edit transactions in permitted folders only			x	x	x
Templates
Create/edit templates	x	x		x
Display all templates (published and unpublished)	x	x		x
Display published templates only			x		x	x
Create transactions from a published template	x	x	x	x	x	x
Display published templates and transactions in permitted folders only							x

Edit a member’s role

Only members with admin rights (owner and admins) can edit another member’s role.

You can only edit an active member’s role.

Remove a member

Only members with admin rights (owner and admins) can remove another member from a workspace.

Export members list

You can export the list of your workspace members to CSV format. The extracted CSV file contains:

• member ID,
• full name,
• email,
• role,
• entry date.

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