Manage users and roles

Add user to the workspace

1

Navigate to Settings in the main menu.

2

Click the Users tab.

3

Click the Invite more button.

4

Enter the email address to the person you want to invite to the workspace.

You can invite multiple persons by clicking the Add email address button.

5

Finally click the Send invitations button.

An email will automatically be sent to the email addresses you’ve added with instructions on how to join the workspace. When a user joins the workspace, you’ll receive a notification.

Make user workspace admin

A workspace can have unlimited number of admin. An admin can administrate the workspace, manage A workspace can have an unlimited number of Administrators. Administrators can manage the workspace, including settings, users, and subscriptions. They can also access all data and Files in the workspace, except for Direct messages.

1

Navigate to Settings in the main menu.

2

Click the Users tab.

3

Click on the user you want to make admin.

4

Click the Make admin button.

Remove admin role from user

1

Navigate to Settings in the main menu.

2

Click the Users tab.

3

Click on the user you want to make admin.

4

Click the Remove admin rights button.

Make user workspace owner

A workspace can have only one Owner. The Owner has the same permissions as a Workspace Administrator but is the only one who can request deletion of the workspace. The Owner is also the billing contact for the workspace.

1

Navigate to Settings in the main menu.

2

Click the Users tab.

3

Click on the user you want to make admin.

4

Click the Make owner button.

5

A confirmation dialog will appear where you need to confirm the transfer of ownership.

Remove user from workspace

1

Navigate to Settings in the main menu.

2

Click the Users tab.

3

Click on the user you want to make admin.

4

Click the Remove from workspace button.

5

A confirmation dialog will appear where you need to confirm the removal.

User titles in a workspace

Each user in a workspace has a title. The title appears throughout Hippoly and can also be shown in the Meeting minutes attendance section.

When a user joins a workspace, they receive a default title based on the workspace type. The default title is either Member or Co-opted Member.

You can change a user's title at any time.

1

Navigate to Settings in the main menu.

2

Click the User tab.

3

In the user list, click the user you want to update the title for.

4

In the Title dropdown, select the title you want to add. A user can have a maximum of three titles. To remove a title, click the X-icon on the added title. If you don’t find the title you need in the dropdown, you can add a custom title.

Add a custom title

If you want a user to have a title that isn’t available in the dropdown of predefined titles, you can add a custom title.

1

Click the Add custom title link.

2

In the dialog that appears, enter the title or titles you want the user to have. Click the OK button.

A custom title can’t be combined with predefined titles selected from the Title dropdown. You need to remove the custom title before you can select a predefined one again.

Remove a custom title

1

Click the Manage custom title link.

2

In the dialog that appears, clear the title text in the input field and click the OK button.

The Title dropdown will appear, and you can select from the predefined titles.