Members in Organization Setting

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Accessing the Members Section

To manage your organization's members, follow these steps:

  1. Log in to your Wexa.ai account.
  2. Navigate to the "Manage Account" section.
  3. Click on the "Members" tab.

Inviting New Members

  1. Click the "Invite Member" button.
  2. Enter the invitee's email address.
  3. Select the desired role: Choose between "Member" or "Admin" based on the required permissions.
  4. Select the workspace: Specify the workspace where the new member will be added.
  5. Click "Send Invitation": The invitation will be sent to the specified email address.

Managing Existing Members

  • View Member Details: Click on a member's name to see their details, including their role, workspace, and join date.
  • Edit Member Role: Change a member's role by clicking the "Edit" button next to their name.
  • Remove Member: Remove a member from the organization by clicking the "Remove" button.
  • Search for Members: Use the search bar to quickly find specific members.

Understanding Member Roles

  • Member: Has basic access to organization resources.
  • Admin: Has full access to organization settings and can manage other members.

Additional Notes

  • Pending Invitations: View a list of pending invitations and resend or revoke them as needed.
  • Member Invitations: Invited members must accept the invitation to join the organization.
  • Workspace Permissions: Members can have different levels of access to different workspaces within the organization.

By effectively managing your organization's members, you can control access to resources and collaborate efficiently within Wexa.ai.