Edit Members
Last updated
Last updated
After adding members to your workspace, you can manage them such as changing displayed names, assigning tags, revoking accesses, etc. Each action may be available or not depending on the selected members and their current states (which is implied by their Guide actions).
You can change the name of any member after they are added to your workspace. Select one member from the list, click on the Edit button, change the user's name and click Save.
A member can be granted the admin role, and they will be able to access Control Center of your organization. Select one member from the list, click on the Edit button, toggle the Administrator role button and click Save. Then that user can sign in the Control Center and manage the account.
There are 2 ways to assign tags to a user.
You can directly assign or remove tags of a user on the member list. Choose one member (without needing to select the checkbox), and in the Tags column, click the "+" icon. You can then see the current tags assigned to that member and will be able to assign or remove the tags by simply checking/unchecking the tags. The All tag is enabled by default for all members.
The second way is to select a member by clicking a checkbox next to their name and click on the Edit button. You can then see the same interface as the above option, and you can manage the tags similarly. Once changes are complete, click Save.
Removing every tag from a member will remove their access to all tools and remove them from all reporting groups. You might wish to do this to limit access to a minimal level. Or to remove a member from global reports. Reports can still be produced for such members by naming them explicitly.
You can revoke access of your members from GenStudio Workspace, after which they won't be able to it anymore. Select one or several invited members, click on the Revoke button and confirm the action. When the access is revoked, the user is still in the member list with the Guide action of Invite. You might want to invite them again later, so they are not removed completely.
If the owner wish to transfer the ownership of the account to another user, they can select one admin and click on the Transfer Ownership button.
are used to curate which are accessible by whom. They can also provide groups for analytics and reporting. Members can be assigned multiple tags. Typically tags will define roles or departments in your organization.
If you want to completely remove some members, select them and click on the Delete button. Once deleted, they will not appear on the list anymore. You will have to re-add them later if you want to using the button.
