Managing User Settings

Managing User Settings

You have the option to add members to your space either during its creation or at a later time. Users can be included by individually selecting users in the hub or by importing a CSV file.

The users you add to the space should belong to your hub. To know how to add users to a hub, visit Inviting users to hub.

Adding individual members    

Space admins have the ability to add users to the space as either members or admins and space members can only add manuals to the space.

🔎 Quick look: Space -> Manage-> Settings->Members

Space admins have permissions to:
  1. Add or delete manuals from the space
  2. Add or delete members from the space
  3. Change the role of other members in the space
  4. Manage space-level settings and policies
  5. Delete the space
  6. Add templates to the space 
You can add users by following any one of the following methods.

Method 1
  1. You can either navigate to your space and click Manage, then click Manage Members.
  2. To add a new member, search by typing their name or email into the text box and click Add to Space.

     
Method 2
  1. Click Add Members in the Members tab.
  2. Type a name or email and select a member from the list.
  3. Once you have added members to the selected list, click Add.

Adding members by importing CSV  

You can add users in bulk by importing a CSV file containing their email addresses. The CSV file should have valid email addresses of users who belong to the hub.

To bulk invite users:

  1. Navigate to your space and click Manage, then click Manage Members. (or) Navigate to your space and click Manage, then click Settings and go to the Members tab.
  2. Click Import.
  3. Click Choose a file and select a file from your device.
  4. Hover over the email addresses to edit or delete them.
  5. Click Proceed.

Managing existing members   

After adding users to your space, you have the option to assign them as space administrators or remove them from the space. A space administrator has the authority to manage manuals, articles, courses, users, and policies within the space.

To manage existing members:

  1. Navigate to your space and click Manage, then click Manage Members. (or) Navigate to your space and click Manage, then click Settings and go to the Members tab.
  2. Search for an existing member by entering their name or email in the input box.
  3. To make a member an admin, click the Settings icon () next to their name and click Make Admin.
  4. To remove a member from the space, click the Settings icon () next to their name and click Remove from Space.