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How to manage your members on the dashboard - An Overview
How to manage your members on the dashboard - An Overview

Learn everything there is to know on how to manage your individual dashboard members as well as bulk editing the directory.

Anna-Azize Adami avatar
Written by Anna-Azize Adami
Updated over 3 months ago

Members

Click the task panel entry Members to open this page. It contains a list of users who are members of the currently selected workspace. These users may be in different groups.

Member option, member list summary and overview

Invite members: Opens a dialog in which you can add members to the workspace and assign workspace roles.

Invite member dialog window workspace role of new member email to send invite to new member

Members Summary

Displays the number of Workspace Admins, Group Managers, Project Managers and Viewers in the workspace. For more information on roles and permissions, see Roles and Permissions on Sphere XG.

Member Summary bar, Invite member button, Member list header

Members List Header

Members list header, change member role, send invitation, remove members, send email export memeber list

This header is only displayed if one or more users are selected by marking the user's checkbox or the Select all checkbox at the top of the list, see below.

The header shows the number of currently selected users. In addition, the following options are available:

Change Role: Opens a dropdown list from which you can select a new workspace role for the selected member(s), i.e. Workspace Admin and Viewer. Users who have been invited with project access for a specific projects are marked with Project Access.

Resend Invitation: This option is only displayed if an invited user has not accepted an invitation. Clicking this option, sends the invitation email again.

Remove Members: Removes a member from the workspace. This is the same functionality as icon described below.

Send Email: Opens the email client with a new email and the member's email address already filled in.

Export CSV: Exports the selected users in .csv format.

List of Members

The Members page shows the list of users who are members of the currently active workspace with username, email address and their workspace role. Column Status shows whether users are active or pending, i.e. have not yet accepted the invitation to the project.

Member list summary

Hovering the mouse pointer over a user, displays the following options:

Selects the current user. To select all users, mark the Select all checkbox at the top of the list.

Remove the user from the project. Note that you cannot undo this, but you can invite the user again later.

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