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Managing members

Adding and managing members within an experience

Updated over 2 months ago

You can invite other educators into your experience as members. This can be helpful to have other educators help you manage any aspect of the experience such as match requests, teams, or project management.

General

Adding members

There are several methods available to add other members to your experience:

  • Invitations - often the easiest way to bring in in new members at any given time is simply be email invitation.

  • Member requests - if you would like educators to request access to your experience on their own while you manage the requests and approve or decline who gets let in.

  • Magic link - if you want to add members as quickly as possible, you will be able to send out a magic link to those you want to add and all they have to do is click the link to get started.

Roles

As an experience administrator, you may add and manage custom roles to assign to your members. These roles allow you to determine all possible permissions a group of members have within the experience and what actions they are permitted to take.

Observers

If you are running a large experience, or just want to assign designated mentors, leaders, or assistants to your teams of learners to monitor their progress, help keep them on track, and offer general support, observers are the solution in combination with custom roles.

Read our full observer guide here.

How To

Adding a member via invite

You can invite an educator to join your experience with these steps:

  1. Navigate to your experience

  2. Click on the "Members" tab of the experience page

  3. Click on the "+ Invite" button

  4. Enter the email or emails of the educators you want to invite.

  5. Enter the role you want them to have within the experience. Only applicable if custom roles exist.

  6. Click "Submit"

View member invites

If you wish to view all existing member invites issued for your experience:

  1. Navigate to your experience.

  2. Click on the "Members" tab.

  3. Click on the "Invites" tab

Deleting a pending invite

If you wish to cancel or delete a pending invite to your experience:

  1. Navigate to your experience

  2. Click on the "Members" tab of the experience page

  3. Click on the "Invites" tab

  4. Click on the delete icon next to the invite you wish to delete

Accept or decline a member request

To accept or decline a member request, either click the notification you received to view the request, or:

  1. Navigate to your experience.

  2. Click on the "Members" tab.

  3. Click on the "Requests" tab.

  4. Select on the request you would like to accept or decline.

  5. Accept or decline the request.

Add members via magic link

With a magic link, you can pass it out to colleagues or trusted users which you want to have join your experience. They can simply click the link and will be added as a member of your experience.

Magic links are turned off by default, but to enabled it, follow these steps:

  1. Navigate to your experience

  2. Click on the "Settings" tab on the experience page

  3. Click on the "Educators" tab and scroll down to the magic link settings.

  4. Check the "Magic link enabled" option

  5. Click "Submit" to save this setting

Magic links are great for ease of use, but remember that anyone who has this link can join your experience, so make sure to share it wisely. If you do get in to trouble with it, you can always turn it off or rotate it (see below).

Rotate a magic link

If you believe your magic link has gotten into the wrong hands, but want to continue using it as a feature, you can rotate or change your link by following these steps:

  1. Navigate to your experience

  2. Click on the "Settings" tab on the experience page

  3. Click on the "Educators" tab and scroll down to the magic link settings.

  4. Click on "Generate" under the "Generate new link" section.

Rotating your link will render your previous link invalid and you will need to pass out your newly provided link provided in the magic link URL.

Edit a member

To edit a member:

  1. Navigate to your experience

  2. Click on the "Members" tab of the experience page

  3. Click the edit icon next to the member you wish to edit.

Make any modifications you wish to make and then click "Submit" to finish editing.

Deleting a member

To delete a member of an experience:

  1. Navigate to your experience

  2. Click on the "Members" tab of the experience page

  3. Click the delete icon next to the member you wish to delete.

If you delete the primary member for the experience, one will be automatically selected from the remaining members.

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