Adding members to your workspace in Momentify allows you to expand your team’s collaboration and ensure everyone has access to the resources they need. This article will guide you through adding members and managing user permissions.
Step-by-Step Guide
To start, we'll need to head over to your Workspace page by:
Click on your Workspace dropdown in the top left
Select the "edit" icon
Next from the Manage Workspace page, select the "Invite New Member" button.
Provide the following details for each new member:
Email Address: Enter the email of the person you want to invite.
Permission Level: Select one of the following permissions based on the member’s role: Admin, Editor, or Viewer. Learn about the differences below.
Once you add a user, they will receive an email invitation to join their workspace. For more information, refer to the Momentify Quick Start guide for joining the platform.
💡 Tip for Adding Members
If an invited member does not receive the automated email, you can copy their unique invitation link directly from the member table. Share this link using your preferred messaging system!
Understanding Permission Levels
Role | Description |
Admin | Can manage workspaces and users. |
Editor | Can manage events in an authorized workspace. |
Viewer | Can view upcoming and past events. |
💡 Tips for Managing Members & Permissions
Review Permissions Regularly: As team roles change, you may need to update permissions. Admins can edit permissions at any time by selecting a member’s profile in the Members tab.
Global Settings: Adjust your workspace’s global settings to apply configurations that will impact all members, enhancing team alignment and consistency.
By following these steps, you can easily add and manage members in Momentify, ensuring your team has the access they need to succeed. For additional assistance, feel free to reach out to our support team.