Add members

Admins and moderators can effectively manage members of your community space by adding, removing, or granting them moderation privileges.

Steps

1. From your HappyIO workspace, go to People

2. From the People page, click Invite members

3. Enter members’ email address and select role

4. Select the space you want to grant free access with above role to your members

5. Click Invite

Once you have sent the invitation, the invited members will receive an email to access, a member record will be created for each invitee with status “Invited”.

Once members have accepted the invitations, they can access the selected spaces and their status will be updated to “Active”.

Change user role

You can change the role of any space member from Member to Admin or vice versa.

Steps

1. From your HappyIO workspace, go to People

2. On a row of the member that you want to change role, at the Role column, select a role from the dropdown

3. In the invite member popup, review user’s role & space then click Invite

Once you have sent the invitation, the user role will change immediately.

Remove member

Remove a member from the community will also delete all data and content from that member.

Steps

1. From your HappyIO workspace, go to People

2. On a row of the member that you want to remove, at the Role column, select Remove

3. In the confirmation popup, click Confirm

Transfer ownership of a workspace

If you’re the Owner of a workspace, you can transfer ownership to another member.

• The transfer will happen immediately. 

• Your role will change from Owner to Admin and you can be removed from the community by another Admin.

Steps

1. From your HappyIO workspace, go to People

2. On a row of your name, click the [...] icon

3. Click Transfer ownership

4. In the Transfer ownership popup, Search for and select the member you'd like to be the new Workspace Owner

5. Click Transfer

In the confirmation popup, click Confirm