Manage Members
Last updated
Last updated
Select Members from the sidebar. From this page, you can manually add members, import member files, send invites to members, and assign tags to members.
At the top of the screen you will see guidance about your account in terms of having enough paid seats to invite more members.
The buttons (Add Member, Export members, Transfer Ownership, Edit, Invite, Revoke, Delete, Cancel) will be active or inactive depending on whether they are relevant to the members you have checked (or not checked) in the list below.
If you have not selected any members then relevant actions at the moment will be to add a single person via email or import a csv file of people to invite, and to export the current members of your workspace.
If you have selected one or more member, some actions are available on the list page such as inviting or revoking access. More advanced features that take up more space to work with are found using the Edit button. In particular, this is where Role and Tags can be changed to manage permissions within Control Center and access to tools and integrations via the GenStudio workspace.
All these actions will be discussed more in the following sections, which explain what can be done in the Members page.
In the list of members, pay particular attention to the Guide column. This provides a quick suggestion about what you should do next with that particular person.
There are different Guide actions:
When a member is added, the Guide action is Invite. We need to invite that member.
When a member is invited, the Guide action is Wait. We need to wait for that member to accept their email invitation.
When a member accepts their invitation, the Guide action is OK. It is ok now, we don't need to do anything more.
When a member's invitation expires, the Guide action is Re-invite. We need to re-invite them by sending another email.
When a member is revoked, they are still in the list, and the Guide action is back to Invite because you might want to invite them again next.
A member can have one or multiple roles, each granting different levels of access to the Control Center and GenStudio Workspace. The roles are defined as follows:
Member: Grants access to the GenStudio Workspace, provided the user has been invited and has set up their account.
Admin: Provides access to the Control Center, enabling the management of the account, integrations, security, tags, tools, and members.
Owner: Includes all admin permissions, plus the ability to manage billing, delete the account, and transfer ownership to another admin.
