Members

Manage workspace members and configure SSO settings for your workspace: Login > Workspace Settings > Members

Click the "Members" tab from the workspace settings menu to invite and change preferences for workspace members.

IMPORTANT: You need Admin access to manage the "Members" tab in workspace settings. Members can also access the "Members" tab in the workspace settings for any workspace they're added to. However, they cannot make changes or manage the settings, as the Admin role is required for this.

Available options/features

Feature/Option	Description
Invite members	Invite members to your workspace with an email address.
Search by name or email	Search for a member with the member's email address.
Members	List of all members added to your workspace.
Member Type	Assigned role to the added/invited member: Admin or Member
Status	Displays the current status of a member: Active or Pending
Action	Choose an action for the added members: Resend Invite or Delete

Invite members

Here are the steps to invite a member(s) to your workspace:

1

Get started

Click the "Invite members" option in the "Members" tab (Workspace Settings).

2

Enter email and role

Enter the email address for the member to be added and assign a role: Member or Admin

You can send an invite to multiple people at the same time. After entering an email address and the role, click the "+ Invite more members" button to add more people.

3

Confirm action

Finally, hit the "Send Invitation" button, and you're good to go.

Once you send the invite and the role for the added person, it appears in the list of team members. You can change the role after it gets added to the list. You can also delete members from the Members list.

When you send an invite, that person has to accept the invitation sent through email. The person can choose to "Reject" or "Accept" the invitation.

In case there is an invite "Pending" status in the list, you (default Admin) can "Resend Invite" or "Delete" the invitation.

As an "Admin", you have full control of the workspace and project.

SSO Settings (Onboarding Workflow Feature)

You can add custom domains to your workplace that enable members to select one or multiple workspaces and join without having you (the owner or admin) invite them separately to your workspace.

Here's how the SSO Settings (Onboarding workflow feature) work:

As a workspace owner or an Admin, you can add any domain name in the SSO list under SSO settings.

For instance, if you add the domain name: "hello.io" under the SSO list for your workspace, whenever a new user (first-time user) tries to log in using an email with the domain "hello.io" in his/her email ID, he/she can see a list of all your workspaces since you have "hello.io" listed it under your SSO settings. The person can select one or multiple workspaces and join without an invite to your workspace. For example, Jessie is a new user who has never used BetterBugs. Jessie enters his email as [email protected] and enters the OTP for email verification.

Jessie can see your workspace list with "hello.io" added to the SSO Settings list. He can join any or all of your workspaces where "hello.io" is added to the Workspace SSO list. Jessie can now navigate directly to your workspace.

That's how SSO Settings works.