Member Management

1

Invite Members

  • To invite new members to a group, click the 'Members' menu in 'Admin' on the left sidebar.

  • When you click the [+ Invite Members] button, a member invitation modal will appear.

  1. Enter the email address of the member you want to invite in the input field, set their role, and press enter.

    • For the Starter (free) plan, you can only add Viewers.

    • The Admin role includes member management permissions as well as all Editor editing features.

    • The Member role includes all editing features.

    • The Viewer role only allows document viewing.

  2. When you click the [Copy Invitation Link] button, a link that only shares document viewing functionality will be copied.

    1. All invitations through the link will be granted Viewer role.

  3. When you click the [Invite] button, an invitation email will be sent to the entered email address.

    1. Invitation emails are valid for up to 7 days or until the administrator cancels the invitation.

2

Manage Members

  • When you click the 'Members' menu, you can view the list of members in the group and their roles.

  • If you have Admin role or higher in the group, you can change member roles or remove members.

Manage Invitations

  • If you have Admin role or higher in the group, you can view the history of invited members.

  • You can check the invitation status and cancel or resend invitations before they expire.

3

Accept Group Invitations

  • Check your email and click the [Accept Invitation] button to go to Manifast and join the group.

    • If you don't have a Manifast account, you need to sign up first.

4

Member Management

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  • In the 'Member Management' tab at the bottom of the screen, you can edit the roles of group members or remove them from the group.

    • For more details on group permissions, please refer to the table at the bottom of this document.

Title
Role
Permissions

OWNER

Group Owner

- Has all permissions for the group

- Can set admin permissions for group members

ADMIN

Administrator

- Can invite, change permissions of, and remove group members.

MEMBER

Member

- Can create, edit, and delete documents within the group.

GUEST

Guest

- Can only view documents within the group.

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