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How do the settings on the Manage Members page work?
How do the settings on the Manage Members page work?
Noah Reid avatar
Written by Noah Reid
Updated over 2 months ago

To access the Manage Members page:

1. Navigate to Workspaces in the left sidebar menu

2. From the sub navigation menu, select Manage Members

If you are a Workspace Admin, or have the ability to Manage Members, you can view and edit the following information about your Workspace Members:

Status

Active - Member is allowed to see and use their Worksapce Member account. They may be given a budget to send gifts and/or access to make Shoutouts through the Workspace.

Inactive - No access to send gifts or Shoutouts through the Workspace. This will revoke access to the Workspace but will not affect access to the Personal Account. The user would still be able to access gifts claimed gifts to their account.

Rights

Set the access level for Workspace Members to grant access to specific Admin section features.

Note: The settings below provide access to various features in the admin section. By default, users added to a Workspace (Workspace Members) will NOT have access to any of the admin features listed below. Workspace Members do not need access to any of the sections below to send gifts or make Shoutouts. Workspace Members will always have access to individual-level gift reports.

Admin: Admin with full access to manage the activity and configuration of each Workspace they are given admin rights to.

Manage Members: Member with ability to add/remove members from the Workspace and adjust their rights.

Manage Funds: Member with insight into Workspace funds and the ability to assign budgets to Workspace Members.

Manage Gifting: Member with access to Workspace-level Gift Reports. Can approve, decline, or re-send gifts.

Settings: Member with access to Workspace Settings.

VIEW ONLY

Manage Shoutouts: Member with access to only view Shoutouts reporting. Does not have access to approve or decline Shoutouts. Has ability to make a Shoutouts draw.

Publicity

Public Shoutouts: Member will have the ability to make public Shoutouts that will appear on the Dashboard Activity Feed of other Workspace Members. It's a great way to keep all Workspace Members in the loop on recognitions.

Public Gifts: Member will have the ability to make public gifts that will appear on the Dashboard Activity Feed of other Workspace Members.

Shoutouts

Can Make Shoutouts: Member with the ability to Nominate others on the Workspace.

Can Receive Shoutouts: Member will be able to receive Shoutouts from others on the Workspace.

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