Manage workspace members

• How to add members to a workspace
• How to import multiple members at a time:
• Workspace member roles
• How to create a custom workspace role:
• How to change a member’s role in your workspace:
• Suspend or delete a member

How to add members to a workspace

If you have permissions to manage a workspace, here is how you can add more members:

1. Go to your Sessions profile in the app (lower left corner).
2. Click on Organization settings.
3. Click on Manage members.
4. Click on Add members.
5. Fill in the required fields.
6. Choose what role you want them to have in your organization (owner or member).
💡
These two roles apply to the entire organization: 👉 Owner: They will have permission to manage the entire organization and all the workspaces under it. 👉 Member: They will not have permission to manage the entire organization. You can give them roles in a particular workspace later on.
7. Choose in which workspace to add them. If you choose none or you haven’t configured a workspace yet, that person will be in the Default Workspace.
8. Click Confirm. They will receive an email with the account activation link that they need to enter.
9. Each member’s status (invite sent/not sent, active, suspended, etc) is visible here in Manage members.
10. If you want to give them specific roles in a workspace, go to your Profile again.

11. Click on Workspace settings.
12. Click Manage members.

13. Go to a member and under role, select a different one.
14. Done.

How to import multiple members at a time:

1. Go to your Sessions profile in the app (lower left corner).
2. Click on Organization settings.
3. Click on Manage members.
4. Click on the three-dots button (upper right corner), next to Add members.
5. Click on Import members.

6. Drag and drop a .csv file.
7. Choose in which workspace these people should be in.
8. Click Confirm.

All the members you invited will receive an email invitation. If you prefer to send an invitation link yourself, uncheck the box “Send invitation email” and click Confirm. Go to each participant’s More options button (⋮) and select Copy invite link. Send the link via other preferred channels.

Workspace member roles

There are currently three default roles in a workspace: Owner, Editor, and Members. However, each of these roles can be customized when it comes to permissions.

👉 At the same time, owners can create as many custom roles with personalized permissions as they want, and then attribute them to individuals in their workspace.

1. Default permissions for Owners:

• Full permissions to use all the features available
• Share agendas and resources with the entire workspace
• Managerial powers over the workspace:
• add/delete workspace members
• add/edit custom branding and Cname

2. Default permissions for Editors:

• Create sessions, rooms, bookings, and events
• Share agendas with the entire workspace
• Share resources with the entire workspace
• They have no admin power over the workspace.

3. Default permissions for Members:

• Create sessions, rooms, and bookings
• They can use the agendas and resources shared with them or within the workspace

4. Custom role: You can create a completely custom role for one or more of your workspace members. These are the following permissions you can choose to give or not:

How to create a custom workspace role:

1. Go to Sessions Home.
2. Select the workspace on which you want to make these changes (above your Profile).
3. Go to your Profile (bottom left corner).
4. Click on Workspace settings.
5. Go to Workspace roles.
6. Click on Add new role. You’ll see it listed as Untitled role.

7. Go to Edit permissions.
8. Give it a name.
9. Enable all the settings you want this role to have.
10. Done. Now change the member’s role to the newly created role.

How to change a member’s role in your workspace:

1. Go to your Profile in Sessions (bottom left corner).
2. Click on Workspace settings.
3. Click on Manage members.

4. Find the member whose role you want to change.
5. Click on the role they already have (Member, Editor, Owner, custom role).
6. Select another role from the ones you see in the drop-down menu.
7. Done.

Suspend or delete a member

When suspending or deleting a member from your workspace, that person will no longer have access to Sessions. The difference between suspending and deleting a member is this:

• Suspending somebody will block their access to Sessions, but the Admin will still be able to see their past activity. This action can be undone, and members can be unsuspended at any time.
• Deleting a member will block their access to Sessions and delete their entire past activity on the platform. 

If you want to eliminate members from your workspace, go through the following steps:

1. Go to your Profile.
2. Click on Workspace settings.
3. Click on Manage members.
4. Find the member you wish to eliminate. Click on the More options button (⋮).
5. Choose if you want to suspend or delete a member.

If you want to unsuspend a member, go through steps 1-4 from above. Click Reactivate member.