Overview
The purpose of this article is to provide Sococo users with the information necessary to be able to edit Sococo members individually or in bulk.
Background
Member Management gives you or any Sococo administrator a view of all Members in your organization. You can edit members individually or in bulk. With regard to individual members, you can make any of the following changes as needed:
- Force a change to their password upon the next sign-on by making their current password expire.
- Remove them from the Sococo Organization.
- Set separate and individual accesses to the desired Space(s).
- Resend the invitation if the user still did not accept it.
You can also select multiple users simultaneously to edit them. This feature is especially useful because it allows you to:
- Perform bulk actions such as muting all Sococo members during a meeting.
- Force strong passwords and password resets for all users listed in a Sococo Organization.
- Remove multiple contractors from an organization at the end of a project.
- Add multiple members to multiple Sococo Spaces and team rooms.
Process for Editing a Single Member
To edit an individual Member, navigate to the Member Management page, and follow the steps below:
- Click the Search icon on the Member Management page.
- Type in the username or email address of the Sococo member. Please note that the interface shows relevant matches within the selected Sococo organization as you type, as shown in the image below.
Note: At the bottom of the list you can see the total number of members you have in the Organization. It is presented in the count section (1-5 of 5).
- Click the pencil icon to edit a specific member, which brings up the following screen:
- From the Edit Member interface, you can:
- Grant Administrator privileges to specific users, as shown in the image below:
- Force a password to expire so that the user will be forced to change their password upon next sign-on.
- Remove the Sococo member from the organization.
- If the user still did not accept the invite, you can Resend Invitation.
- Set or restrict a member's access to specific Sococo Space(s) in the organization:
- Search for the desired Space(s) from the list on the left.
- Edit the dropdown fields, and select the designated role among Moderator, Member, or None, as shown below.
All of your changes take effect immediately. There is no extra step required to save the changes.
- Grant Administrator privileges to specific users, as shown in the image below:
Process for Editing Members in Bulk
By default, the members' list displays five members at a time. To edit multiple members, you can change your view by selecting the Rows per Page drop-down menu to display more (10, 25, or 50) users at once.
Once you have the desired number of Rows per Page, follow the process below to bulk edit members:
- Use the checkboxes before User Name to select the desired members to be edited simultaneously.
You can also click the top checkbox to select all the members in the view. The number of members selected is called out on the top bar. In this example, three members were selected for editing.
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Click the Edit Selected button.
- From the Edit Members screen, you can see the list of Selected Users and the available fields:
- Force password expiration (in bulk).
- Remove members from the organization.
- Configure the member's Space(s) access to grant or revoke privileges. There are three roles available: Moderator, Member, or None.
You can set the privilege for specific Spaces in your organization by individually selecting the drop-down menu associated with each Space listed.
All of your changes take effect immediately. There is no extra step required to save the changes.
Confirmation
The next time Sococo members log in, they will be able to use the new Space(s) via the Space navigation menu in the top navbar.
In the image below, a logged-in Sococo user can jump to a chat in the lobby or look for other people in the lobby.