Add Members to a Community
Members can be added to a SmarTeam - Community Workspace community by any member with the following permissions:
- System Authorization - granted to a member by the System Owner
- Community Authorization - granted to a community member by the Community Owner:
- In the Community [Name] Authorization page click Add Member to display the Member Card page.
In the Member Card section, enter details in the fields, as applicable. Field names that include an asterisk (*) are mandatory fields that must be completed in order to be able to continue and save the new member in the selected community.
In the Permission List section, select the permissions that you want to grant to this member, as described in the following table:
In the Group section, select a group(s), if applicable, that you want this member to belong to and click on the right arrow to add the group to the Group Members list for this member. (For information about creating groups in the community, refer to Adding Groups to a Community.)
A member can belong to more than one group and inherits the permissions granted to the selected group.
- Click OK for your entries to be accepted - or click Cancel to abort any entries made - and return to the Community [Name] Authorization page.
- When you select OK in the previous step, the new member is listed in the Community Member and Group List and is assigned permissions granted in step 2 (if applicable).
- In the Community [Name] Authorization page, if applicable, you can assign or change permissions already assigned to a member via the Permission List. To change a selected member's permission(s), click in the member's radio button to select the member then select/deselect a permission in the Permission List.
- After changing permissions in the previous step, or to exit the Community [Name] Authorization page:
- Click Refresh to refresh the Community [Name] Authorization page.
(Any changes made for a selected member or group in the Permission List will not be saved.)
- Click Apply to save your current changes and remain in the page to perform additional tasks.
- Click OK to save your changes and return to the previous page.
- Click Cancel to abort any changes made and return to the previous page.