The Members section of Workspace Member Management allows Workspace administrators to take action on members and assign/unassign them from communities.
Path: Workspace Landing Page >> Grid Icon >> Member Management >> Members
With the Workspace Member Management Panel, Workspace administrators have the ability to add/ban members, assign/unassign communities, add/remove them from groups as well add new Workspace admins providing ultimate flexibility and efficiency.
The Member's panel of Member management is comprised of the following:
Search bar
The member management's search bar is equipped with a range of filters tailored to the community's needs. These filters make it quick and easy to find the specific members. The filters available depend on the settings of the community, including groups, member profile fields, and other listed filters.
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Group
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Source
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Opt-in
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Email Status
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Pending
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Banned
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Locked
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Member Status
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Administrators
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Profile Field
Search by email address, name, username, email, or registration date is also available.
To learn about search commands click here.
Action tab
The action tab allows to take various actions listed in a dropdown on the members of the Workspace. Simply select the members against whom action needs to be taken.
1. Approve Members: Select the members to approve by clicking on the check box next to the name and clicking on the action Approve Members.
2. Reject Members: Select the members to reject by clicking on the check box next to the name and clicking on the action Reject Members.
Note: Pending members' rows are denoted by Pink (Light mode) or Maroon (Dark mode) background.
3. Add to Community: Select the members to be added and click on Actions >> Add community. A pop-up will appear to select communities to be assigned, select them and click on Add button.
4. Add to Group: Add members to the group by selecting them and click on Actions >> Add to Group. A pop-up will appear to select groups to be assigned, select single or multiple groups from the dropdown and click on Save button.
5. Remove from Group: Remove members from the group by selecting them and click on Actions >> Remove from Group. A pop-up will appear to select groups to be unassigned, select single or multiple groups from the dropdown and click on Save button.
6. Assign as Workspace Admin: Assign a member(s) as Workspace Admin using this option.
7. Remove from Workspace Admin: Unassign a member(s) as Workspace Admin using this option.
Note:
- Workspace admins will be added as Global admins & Global moderators in all the communities within workspace by default.
- They cannot be unassigned from those roles unless unassigned as Workspace admins.
8. Change Status: Change the status of the members to Pending, Approved, or Banned.
9. Private Message: The Workspace administrator can send private messages to all the selected members.
10. Ban Members: Workspace admin can Ban or Forget member(s) using 3 options.
Note: Banning a member is a reversible action, however when banned by Forget Member or Forget Member and Submission option it is an irreversible action.
11. Unlock Members: If a member has been locked due to inactivity or the wrong password, the Workspace admin can unlock them using this feature.
12. Send Password Reset: Sending a password reset email is made simpler by clicking and selecting only those members who require a reset.
13. Email Verification Code: Email verification codes for single or multiple members can be sent using this option.
Quick Add tab
Use the quick add tab to add members by keying in the email address one below the other to add the to the Workspace. Maximum of 3000 email addresses can be added at a time.
Import Tab
The Workspace Admin can bulk upload or Import members, Members' status, Usernames, Roles to the Workspace with the help of an Excel sheet. The Import Log will show the imports in progress.
Help articles on:
Member Details
Clicking on the member name will open up a side panel with member details.
To know more about the Member details panel, click here!