Adding and Managing Members
Last updated August 28, 2024
This guide provides step-by-step instructions on how to add new members to your workspace and manage their profiles, access permissions, and communication within OfficeRnD.
Adding New Members
- Access the Members Section:
- Navigate to the "Members" section in your OfficeRnD dashboard.
- Add a New Member:
- Click on the "Add Member" button.
- Provide the following information for the new member:
- First Name: Enter the member's first name.
- Last Name: Enter the member's last name.
- Email Address: Enter the member's primary email address.
- Password: If you're setting up the account for the member, provide a strong password (or choose to let the member set their own).
- Optional Information: Add additional information such as phone number, photo, and job title.
- Assign Member to a Space:
- Select the workspace to which the new member should be added.
- Choose the appropriate access group or level based on their role.
Managing Member Profiles
- View Member Details:
- Go to the "Members" section of your dashboard.
- Click on the member's name to view their individual profile.
- Edit Member Information:
- Click on the "Edit" button to update the member's information.
- Make changes to their name, email address, phone number, photo, job title, and other details.
- Change Member Access and Permissions:
- Modify member access levels and permissions:
- Select the appropriate space from the space list.
- Choose the "Access" tab to view and adjust member access to specific areas or resources.
- Assign members to designated access groups.
- Communicate with Members:
- Send emails or announcements to members directly or to specific groups.
- Use the built-in messaging feature to communicate with members in real-time.
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