Members are users who are part of the Community, from the administrative team to invited users who participate in the publishing process.
The Members Dashboard (visible to Administrators) displays a table of all Members of a Community. The Members table can be sorted by any column ascending and descending. The table can also be searched by email.
The table includes the following headers:
- First Name: the first name of the Member
- Last Name: the last name of the Member
- Email: the email of the Member
-
Role: the access and permissions of the member within your Community. (
admin
,editor
, orcontributor
).admin
can do anything within the Community;editor
can edit most things;contributor
are only able to see the forms and other public-facing content that are linked to them. Members added via this table are by default assignededitor
; Members invited via the email action who do not yet exist are assignedcontributor.
- Joined: the date on which the Member was invited to the Community (formatted as MM/DD/YYYY)
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Remove Member
To remove a member, select the vertical three-dot menu at the far right of the member row. Select Remove member from the dropdown Actions menu.
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Members cannot be edited at this time. If edits are needed, remove the member and re-add via Add Member.
Add Member
To add a member, select Add Member. A pop-up will appear, where users can enter the email address of the new Member to invite to the community.
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If the email is associated with a Platform account, their full name and email will appear at the bottom of the pop-up screen. Users can select a Role from the dropdown menu (admin
, editor
, or contributor
). Select Add Member to add member to the Community.
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If the email is not yet associated with a Platform account, additional information is required to invite the new Member:
- First Name: the first name of the Member
- Last Name: the last name of the Member
-
Role: the access and permissions of the Member within the Community. Select
Admin
,Editor
, orContributor
from the dropdown menu. By default, new members are assignedEditor
.Admin
can do anything within the Community;Editor
can edit most things;Contributor
are only able to see the forms and other public-facing content that are linked to them.
Select Invite to send an email invitation to the Member.
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