Member Management Tool

Member Management Tool

The Member Management tool allows the Organization's Administrators to:

  • Add Members
  • Edit Members
  • Grant Administrator Privileges
  • Expire Passwords
  • Remove Members from Organization
  • Determine Space Access (Moderator, Member, or None)

Accessing Member Management

  1. Logged in with Administrator privileges, click the hamburger icon to expand the options pane.

    Screen_Shot_2019-08-08_at_10.15.18_PM.png

  2. Select Settings.

    Screen_Shot_2019-08-08_at_10.23.37_PM.png


  3. Select Member Management.

    Screen_Shot_2019-08-08_at_10.33.01_PM.png

Add Members

  1. To add members, click Add Members.


    Screen_Shot_2019-08-08_at_10.27.23_PM.png


  2. Enter the email addresses separated by commas and an optional custom message. The default is to add new members to all of the spaces in your Sococo Organization, however you can deselect that option to invite them to individual spaces instead. Click Send Invitations.

    Screen_Shot_2019-08-08_at_10.37.29_PM.png

Note:
Member invitees will receive an email invitation to join the Space. It will look like this:

            Screen_Shot_2019-08-08_at_11.00.43_PM.png

Clicking Join Your Team to accept the invitation takes the new member to the sign-up screen, where she can set a password and Create Account.

Edit Member (individually)

Member Management gives you a view of all Members in your Organization who have accepted invitations and created accounts. 

  1. To edit an individual Member, Search for the member by name by first clicking on the Search icon and then typing in the username or email address.

    Screen_Shot_2019-08-08_at_11.19.38_PM.png

  2. Click the (pencil) edit icon to edit.  From this screen you can:
  • Grant Administrator privileges to others
  • Expire password (to force the user to change her password upon next sign on)
  • Remove from Organization
  • Determine the Member's access to all Spaces in the Organization, by selecting the drop-down menu associated with a space and selecting Moderator, Member or None.

    Note: All of your changes take effect immediately. There is no extra step to Save.

    Screen_Shot_2019-08-08_at_11.13.57_PM.png

 

Bulk Editing Members 

Using the check boxes, you can select multiple members to edit at the same time. This means you can make the same changes to multiple users at once as you can when editing individual users.

This is especially useful for 

  • Expiring passwords for all or large groups of users (to force changing passwords upon next sign on)
  • Removing multiple contractors at the end of a project from an Organization
  • Adding members to multiple spaces by selecting the drop-down menu associated with a space and selecting Moderator or Member. (Note: The next time Members log in, the additional spaces you granted them access to can be accessed via the drop-down space navigation menu in the top nav bar.)

  1. To edit multiple members, you may want to first change your view of the member list. By default the list displays 5 members at a time. Select the drop-down menu to change your view to display more users at once.

    50.png

  2. Click the checkboxes next to the Members you want to edit, or click the top checkbox to select all Members in this view. Select EDIT SELECTED.

    Note that the number of items (Members) selected is called out. In this example, 3 items are selected for editing.

    tick_all.png

  3. From this next screen, you can see the list of Members selected.

    In one fell swoop, you can Expire Passwords, Remove from Organization and determine the Space Access you want to grant (Moderator, Member or None) to all Spaces in your Organization by individually selecting the drop-down menu associated with each Space in the list. Woo hoo!

    all_edit.png

    Note: All of your changes take effect immediately. There is no extra step to Save.



 

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