Managing Workspace Members

TABLE OF CONTENTS

• Adding a member to a workspace
• Setting the role of a workspace member
• Member role permissions
• Removing a workspace member

To manage workspace members, open the workspace members panel by:

1. Open the workspace information panel
   
2. Click All members > See all

The Members panel lists all of a workspace's members and shows each member's:

• Name
• Avatar
• Role

Adding a member to a workspace

To add a new member to a workspace:

1. Open to workspace members panel
2. Click Add people
3. Enter their email address
4. Select a workspace role
5. To add more than on person, click Add another.
6. Provide a Message to include
7. Select Notify these new members by email as necessary
   • If you turn it on, CafeX sends an email invitation to new members of your workspace.
   • If you turn it off, CafeX does not send an email invitations.  New workspace members can still access the workspace, if they sign in.
8. Click Add

Individuals using CafeX need to sign up before they access your workspace. If necessary, the email CafeX sends prompts them to complete sign up before they continue.  If you turn off Notify these new members by email, they do not receive any notifications from the workspace. You have to ask them to sign up to use CafeX so that they can access the workspace.

In the members list, workspace coordinators see (Waiting on Invitation) next to the name of any members of a workspace who are yet to sign up.

Setting the role of a workspace member

As a workspace coordinator, to change a workspace member’s role, open the workspace members panel and change their role. You cannot change the role of the owner of the workspace. The owner is always a coordinator.

Member role permissions

As you add a member to a workspace, assign one of the following roles:

Important:

• If necessary, administrators can add themselves as members and elevate their role to coordinator.

In addition:

• The creator of a workspace is the workspace owner by default.
• The workspace creator is also a workspace coordinators, by default.
• Only workspace coordinators can delete the workspaces they own.
• You can assign more than one coordinator to a workspace .
• A workspace has one and only one workspace owner.

A tenant’s administrator can also manage workspace. See: Managing Workspaces.

Removing a workspace member

As a workspace coordinator, to remove a member from a workspace, use the cross button.

You can remove yourself from a workspace in the way way. If you are the only workspace coordinator, you have to assign someone else as an alternative coordinator before you remove yourself from the workspace.