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

Viewing Workspace Members

To manage workspace members, open the Workspace Members panel:

1. Open the Workspace Information panel ().
2. Click All members > See all.

The Members panel lists all workspace members, showing:

• Name
• Avatar
• Role

Adding a Member to a Workspace

To add a new member to a workspace:

1. Open the workspace members panel.
2. Click Add people.
3. Enter their email address.
4. Select a workspace role.
5. To add more than one 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 invitation. 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

Workspace coordinators can change a member’s role:

1. Open the Workspace Members panel.
2. Select a member and update their role.

Note: 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 : 

• Administrators can add themselves as members and elevate their role to Coordinator if needed.
• The Creator of a workspace is the workspace Owner by default and also a Coordinator.
• Only workspace Coordinators can delete the workspaces they own.
• A workspace can have multiple Coordinators but only one Owner.
• A Tenant Administrator can also manage workspaces. See:  Managing Workspaces. 

Removing a Workspace Member

To remove a member from a workspace:

1. Open the Workspace Members panel.
2. Click the Remove Button ( ) next to their name.
   
   

You can remove yourself from a workspace in the same 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.