Support Center

Create & edit members

In this article you will learn:

How to create a member

  • The steps to create a new member 
  • The difference between admins, editors and members

How to edit an already existing profile

  • The steps to edit the information of other members
How to create a member?
In the Member area of your account you have an overview of all the members, editors, administrators and assistants who are part of your room.

To add a new member follow these steps:

  1. Click on ‘+Add member’ to create and invite a new member. 
  2. Please fill in all required fields, indicated with an asterisk
  3. Decide the role 
  4. Click on "Save as draft"

You can decide to either invite a member immediately or save it as a draft and send the invitation later. If you click on "Invite" the new member will receive an email with a link to accept the invitation.

Info

The difference between members, editors, admins and assistants

Members can have access to meetings they have been invited to by their Admins, and to documents in the library.

Editors are Members who can create new meetings for their group(s) in the meeting section, and they are allowed to use all meeting-functions such as publish and notify. They can't create new members.

Admins can create meetings, members, assign editors to a room and add new documents to the corporate library.

Assistants are “linked” to a member. Once a member is invited or has already registered, you can click on the member’s profile and then on the '+' to set up his/her assistant. Assistants will always have the equal access rights as the member they are linked to. You can assign an assistant to the member from the member's detail page. 

How to edit an already existing profile?
From the Member section of your account, you can also edit the information of other members, admins, editors. 

To do that you will only have to: 

  1. Select the member you want to modify, a side panel will appear
  2. Click on theicon at the top left of the panel
  3. Make the desired changes
  4. Click on "Save" to save the changes made 

Warning:

  • You can change your personal information from "Settings" and then clicking on "Profile". You can't change your role in a room, only another Admin of the same room can. 
  • If the member you are editing is part of more than one Room, it is not possible to change his/her phone number and/or email address. If needed, the member can change his/her own phone number and/or email address from the settings of their account. 

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