Manage members

Introduction

New members are created by the Room Administrator (RA), alternatively the Community Administrator (CA) in a specific room.

 

Create member

Perform the following steps to create new room member(s):

  • Open the room in question from My overview
  • Select the Members tab
  • Click on the Add member-button and
  • Add member(s) by entering their e-mail addresses and clicking the Add button

If the user is already a member of the Community, simply select him/her from the pull-down control.

 

  • Assign role by clicking the Role column and select a value from the drop-down control
  • Add the member to an existing group by clicking the Group column and select a value from the drop-down control
  • Choose whether to send an invitation e-mail now (or later)
  • Hit the Ok-button to create the member(s)

Note: Invitations can be issued at a later stage by ticking off the members in question and hit the Invite button.

 

Create group

Perform the following steps to create new group(s):

  • Open a room from My overview
  • Select the Members tab
  • Hit the Create group button and
  • Complete the New group form

On the Settings tab:

  • Name the group
  • Add a Description
  • Select Access rights

 

Add members from the Members tab:

  • Start typing in the Select member drop-down and choose a member
  • Hit the Add button
  • Remove member by hitting the Remove link
  • Click the Save button to complete the operation

 

Exporting members

Moving members from room A to room B can be very useful. This is done by exporting selected users from room A and importing them to room B using MS Excel:

  • Open a room from My overview
  • Select the Members tab
  • Tick off all members that should be exported
  • Hit the Export button and choose whether to export all or visible columns to the .xls file
     

Importing members

Members of a new room can be based on an existing room’s memberships. Export the users in question from the current room and import them into the new room by using MS Excel. Import members by performing the following steps:

  • Open a room from My overview
  • Select the Members tab
  • Hit the Import button
  • Copy member info from MS Excel
  • Paste the members into the Import form
  • Exclude members by ticking them off and select the Remove selected rows button
  • Modify a member’s role by clicking in the Role column and select a value from the drop-down control
  • Add a member to a group by clicking in the Groups column and select a value from the drop-down control
  • Hit the Import button to create selected members

 

Please note that the content of the .xls file needs to match the corresponding columns on the Import form.
If necessary, re-order the columns on the form to match your import file.

 

 

Invite members

You need to have Room Administrator privileges to invite members into a room:

  • Open a room from My overview
  • Select the Members tab
  • Choose members by ticking them off
  • Hit the Invite button

 

Receive e-mail notification

When you are invited into a room, you will receive an invitation e-mail containing a link to INTERAXO.

The very first time, you will be asked to enter your user profile information, i.e. your full name and your personal password. You will subsequently be logged in to INTERAXO.

 

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