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Managing & Inviting Members
Managing & Inviting Members

Onboarding made easy

Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

Administrators can easily add, remove, and edit Member profiles - individually or in bulk - making it easy to get your entire team onboarded.

Invited Members are treated like active profiles throughout the system, allowing them to be @mentioned, assigned to records, added as an assignee to checklist items and more. Their Member profile is "active" in this way as soon as the invitation is sent. And just like regular Members, invited Members can be deleted by an admin.

Working with Member Invitations

Accessing Member Management

All of the functions described in this article are performed from the Member Management page in Workspace Administration.

Here's how to get there in a few easy steps:

  1. Log in as a Member (with the Administrator role).

  2. Click on your user profile icon in the upper-right hand corner of the SmartSuite interface to open your user profile options.

  3. Click Workspace Administration in the menu.

  4. Select the Manage Members tab.

Invite a Member from the Manage Members Page

Just click the Invite New Members button on the Manage Members page and you're off and running.

It's also important to note that only users with the Administrator role can invite members (Solution Creators or General Access users cannot invite other members).

The following dialog will be displayed:

You have these options when sending out new Member invites:

  1. Email address (or a list of emails, separated by commas)

  2. Role to assign the new Members

  3. Type to assign the new Members

  4. Teams they should be assigned to

  5. An optional custom message to include in your email invitation

When everything is complete, just click Send Invitations. An email invite will be sent to each email address you specified!

Other Ways to Invite a Member

There are three other ways to open the invite a member dialog. If you are an Administrator you will see the following links:

  1. Directly from Admin's Homepage

  2. From the Member's Directory panel - Click on the Invite Members button

  3. From the Assigned To field dropdown - Click the Add New link

From Admin's Home Page

As an admin, you can now invite new members directly from the "My Workspace" section of your home page.

From Member Directory Panel

Clicking either link opens exactly the same dialog described above in the "Manage Members" section. Easy!

Where can I see the status of invited Members?

To quickly see the status of all invited Members, just click on the Display dropdown on the Manage Members page, choose Status, and then click on Invited. The Members list will be filtered to show only those Members who have been invited but have not yet accepted the invitation.

What if someone you invited can't find the email?

You can easily resend the invitation email by clicking the Resend link next to the invited Member's Pending status. You may also want to check your spam folder.

When does an invited Member become an Active member that can be assigned tasks and used in @mentions?

An invited member can be assigned tasks or used in mentions immediately when the invitation is sent.

Managing an existing Member profile

Just click on the Member's name to open the Manage Member dialog. From there, you can click on the Edit link in the User Information section to change the following values:

  • Status (Active or Inactive)

  • Assigned Role

  • Member Type

  • Assigned Teams

Be sure to click Update User Information to save your changes.

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