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Team Management
Updated over 2 months ago

Permissions

Task

Viewer

Editor

Site Admin

Org Admin

Access/edit Team Management

Overview

The Team Management feature is available at the Organization level, which provides a holistic member management system.

Managing the members in your OpenSpace organization and projects is important, especially as you continue to add projects in OpenSpace. Org Admins can use the Team Management feature to perform actions such as bulk add members, remove members, bulk delete members, and resend the invitation email for all of your OpenSpace projects.

To access the Team Management tool, click the hardhat icon on your Organization page.

You’ll now be able to scroll through a list of all members in your organization.

How to bulk add members

  1. Click on the Add members button on the top right of the screen.

  2. Add the members’ email addresses, or upload a .csv file.

  3. Select the project(s) you would like these members to be added to.

  4. Select the Invite button.

How to bulk add existing members to projects/groups

  1. Select the box next to all the members you want to add to a project.

  2. Click Add to projects.

  3. Select the project from the dropdown.

    1. You can also select a group and a permission level.

  4. Hit Add and you are all set!

How to remove a member from a site

  1. Click on the member’s name.

  2. Click on their permission level on the right side of the screen.

  3. Select Remove from Site.

How to remove a member from an organization

  1. Click on the member’s name.

  2. Click on the 3 vertical dots next to their initials.

  3. Select Remove From Organization.

How to bulk delete members from an organization

  1. Check the box next to each member's name.

  2. Select the trash icon in the upper right corner.

  3. Click Yes, remove and the selected members are then removed from the organization.

How to change permission levels of a member

  1. Click on the member’s name.

  2. Click on their permission level on the right side of the screen.

  3. Select the desired permission level.

    1. Note: To assign a member Organization Administrator level, select the 3 vertical dots on the top left and select Promote to Organization Administrator.

How to resend the invitation email

  1. Click on the member’s name.

  2. Select RESEND INVITE.

FAQ

Can site admins still manage members on an individual project?

Yes, site admins can still add members to a project, remove from a project, and edit permissions for a project.

If you have any additional questions please reach out to the OpenSpace Support team at support@openspace.ai.

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