The Spaces View allows users to invite, manage, and remove members efficiently. Users can invite members by searching for users and assigning them roles such as Coordinator, Supervisor, or Member. Alternatively, users can invite members via a link, selecting a role before sharing the link for seamless onboarding.Once members are added, their roles can be changed using the role selector in the Members section. Users can also remove members by selecting the option from the menu. The Members section provides a clear overview of invitation statuses, assigned roles, and membership updates.These flexible member management options ensure smooth collaboration within spaces, allowing role-based access and control over course participation.Invitation to Space as a Member or Coordinator via Builder#
Navigate to Members section#
Navigate to the Space Tab. Click on the three-dot menu to open the space builder.
Click on the space builder icon to open the builder. Scroll down to the Members section at the bottom of the builder.
Click on the Add User icon in the Members section. In the user search field, invite users to the platform.
Assign Roles and Send Invitation#
For each selected user, use the dropdown to assign a role (Coordinator or Member).
After selecting users and roles, click on the Invite button to send invitations.
Return to the builder to see the list of invited users along with their invitation status.
The Supervisor role is inherited; it cannot be assigned manually.
User Invitation to a Space#
A user is invited to a space with a specific role as either a Coordinator or Member. Based on the assigned role, the user gains different levels of access to the chat rooms.Video Guide:#
Accepting Space Membership invitations#
Click on the Notification/Ring icon to view the invitation. Click on the Accept button to accept it.
Navigate to the Space view and Check the space appears in your spaces list.
Invitation to Space as a Member or Coordinator via Link#
Navigate to Members Section#
Navigate to the Space Tab. Click on the three-dot menu to open the space builder. Click on the space builder icon to open the builder.
Scroll down to the Members section at the bottom of the builder.
Add User via Link and Select Role#
Click on the Add User icon in the Members section. In the pop-up, click on the Invite via Link button in the header.
In the new pop-up, select the role the user will have after accepting the invitation via link (for example: Coordinator or Member).
Share the Link#
Copy the generated invitation link. Share the copied link with anyone you want to invite to the space.Video Guide:#
Change Role#
Navigate to Members Section#
From the top navigation bar or the left side panel, click the Spaces tab.
Under the All tab, locate the space to manage.
Click the three-dot menu on the space card and choose Edit to view space members. Scroll down to the Members section at the bottom of the builder.
Select User to Change Role#
Find the user to change the role in the list of members.
Use the role selector next to the user's name to select a new role (for example: Coordinator, Member).
User’s role will be updated immediately upon the selection. The new role will be reflected in the Members section.
Video Guide:#
Chat Access Gain as Supervisor on Space#
Pre-requisites are needed:#
Video Guide:#
Invited Users Flow#
Switch to Organization Profile#
Click on the Profile Picture of the organization. Clicking the organization profile will switch from an individual profile to the organizational profile.Navigate to the Chat View#
Option 1: Through the MarketplaceNavigate to the Marketplace. Click the Profile Picture from the left-side panel. Click on the Chat Tab. The Chat Page will appear.Option 2: Using the Message iconClick the Message icon in the top-right corner. The icon displays the number of unread messages. Click on the Chat View button to open the chat. The Chat Page will appear.Option 3: Through the iconClick the profile icon in the top-right corner. Scroll down and select the Message icon. The Chat Page will appear. Send a Message as Supervisor#
Click on the Space Room from the chat list to share the message. Inside a Space Room, type a message in the chat input field.
If users have multiple identities (for example: organization admin or organization),choose the identity by clicking the profile picture at the bottom right corner of the chat body then a Send As Selector pop-up will appear.
Select the appropriate profile (for example: Organization Name or Personal Profile). Click on the Confirm button to send the message under the selected identity.
If the message is sent as the organization, the organization's name will be displayed.
If the message is sent as a user within an organization, your name will appear followed by the organization’s name (for example: Your Name from Organization Name).
Video Guide:#
Remove Members#
Navigate to Members Section#
From the top navigation bar or the left side panel, click the Spaces tab.
Under the All tab, locate the space you want to manage.
Click the three-dot menu on the space card and choose Edit to view space members. Scroll down to the Members section at the bottom of the builder.
Select User to Remove#
Find the user to remove from the list of members.
Click the three-dot menu next to the user's name and select Remove from the dropdown menu.
The user is removed immediately and will no longer appear in the Members section.
Video Guide:#
