Manage Members
Last updated
Last updated
Managing an organization's members requires the Admin role. Check your role by navigating to the Orgs tab, the look at the Org in question to find "My Status". If you're an Admin, your status will be Administrator. When viewing an Org Profile as an Admin, you will see a Manage button in the top right corner.
Tapping the Manage button will navigate to the Manage Org screen, then tap Manage Members to access the Org Members screen. Here you can see a searchable list of Members and tabs for the Org's pending Invites and Requests.
The List Item for each member is swipable to access options for managing that user's relationship to the Org. The Admin and Officer buttons are toggles, so tapping one of them will enable or disable the named role, depending on whether the user already has that role.
When managing User Roles, reference the Status indicator on the user list item to check which roles the listed user has or doesn't have already. When changing roles, a Success Message will appear at the bottom when we've finished processing your request.
Finally, in the event that the Organization you're managing has parted ways with a listed User, the Remove button will remove them from the Organization.
To Invite a new member to an organization, an Admin role is required. With that role, from any tab on the Org Members screen, tap the Floating Action Button (FAB) to be taken to the Invite to Org screen.
This page includes a user seach bar, which will live update with results as you type. Enter any details about the user you'd like to invite, and when you see the correct user, tap the Invite button.
To manage pending invites, tap on the Invites tab. When an organization doesn't have any Pending Invites, an empty list image will display, otherwise Pending Invites will be listed and include a Revoke button, which can be tapped to unsend an Org Invite.
An organization can receive Requests from users who would like to be admitted as Members of that org. These requests can be Approved or Denied.
To manage requests, tap on the Requests tab. When an organization doesn't have any Pending Requests, an empty list image will display, otherwise Pending Requests will be listed and include Approve and Deny buttons, which can be tapped to respond to an Org Join Request.
