1. Admins, members, guests

  2. Adding members in your workspace

    1. Adding members via email

    2. Adding members via Invite link

    3. Adding members via team domain

    4. Turn a member into an admin

  3. Guests

    1. Guests vs. members

    2. Add a guest

    3. Turn guests into members


Admins, members, guests

There are several profiles in a Claap workspace:

  • Admins: The only people in your team who can add new members and edit workspace settings. If you create a workspace, you're automatically an admin, and can add more people as fellow admins, members, or guests.

  • Members: People on your team who can create and edit topics and record and edit claaps. They can’t edit workspace settings nor add members, but they can invite guests to specific claaps or topics.

  • Guests: People external to your team who you want to work with on specific subjects. They can be invited to individual topics or claaps, but not an entire workspace. They can comment and interact on videos.

Adding members in your workspace

There are several ways to add people to your workspace.

Adding members via email

  1. Click on the Invite people button in the lateral bar.

  2. Click on the Invite members button ****and type the email address of the person you want to add.

  3. Select whether to add them as an Admin or Member with the dropdown, then press Invite.

    • Admins can edit workspace settings and invite new members.

    • Members cannot edit workspace settings or invite new members.

  4. Invited teammates will receive an email with a link to sign in and join your workspace.

Adding members via Invite link

  1. Click on the name of your workspace in the lateral bar.

  2. Go to Workspace Settings > General.

  3. Click the Copy link button to copy the Invite link to your clipboard, and share with any team member who you'd like to come work with you. You can share via Slack, email, text message, or however you like.

  4. When they click on the Invite link, teammates will be able to join your workspace automatically as a member, without specific email invite.

  5. You can enable/disable the Invite link by toggling it on/off.

💡 You can reset the link and generate a new one anytime by clicking on Reset the link.

Adding members via team domain

If you're using Claap in your company, you can make it easy for anyone to automatically join your workspace as a member when they sign in with their work email.

  1. Click on the name of your workspace in the lateral bar.

  2. Go to Workspace Settings > General.

  3. Scroll down to the section Domain permission.

  4. Type any email domain that you want to whitelist (i.e. that anyone with this email domain will be able to join the workspace automatically. Press Enter.

  5. You can add multiple team domains in this field.

Now, whenever someone signs into Claap with an email included in those domains, they'll be able to join your workspace during their registration.

Turn a member into an admin

  1. Click on the name of your workspace in the lateral bar.

  2. Go to Workspace Settings > Members.

  3. Click on the permission dropdown on the right of the user and click on Admin.

  4. That person will instantly have admin capabilities to edit workspace settings and add new members.

Follow the same instructions to turn an admin into a member.

Guests

Guests vs. members

Guests are users external to your team who you invite into your workspace to collaborate on specific claaps or topics.

💡 To know more about guests, read Collaboration with guests

Common use cases include:

  • Contractors or interns who are working on a temporary and scoped project.

  • Clients that you invite to collaborate on specific projects.

  • Friends, family, mentors, etc. that contribute to your work.

Guests have limited collaborative permissions:

  • They don’t have a workspace-wide access. They can only see and collaborate in the topics and claaps they have been invited in.

  • They can't create new topics or claaps.

  • They can’t edit or delete topics or claaps.

  • They can't edit workspace settings.

  • They can't see or add members to the workspace.

On the other side, they can:

  • They can see claaps and topics where they have been invited.

  • They can comment in these resources.

Add a guest

On any topic or claap:

  1. Click on the Share button at the top right of the topic or claap screen.

  2. Enter the email address of the guest and click Invite.

  3. The invited guest will receive an email with a link to the topic or claap.

  4. If they don't already use Claap, they can sign up to access your page.

Turn guests into members

To turn a guest into a workspace member:

  1. Click on the name of your workspace in the lateral bar.

  2. Go to Workspace Settings > Members.

  3. Click on the Guests tab to list all the guests in the workspace.

  4. Click on the permission dropdown on the right of the user and click on Turn member.

  5. That person will instantly have member capabilities.

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