Member management

Adding new users

Adding a new user via “New member”

1. Navigate to the Member Management page
2. Click “New Member”
   1. If you’re the Community Manager for multiple communities, navigate to the tab for the Community to which you want to add the member

3. Enter new member's Role and Email
   1. Confirm the space to which you are adding the member. If you are the Community Manager of multiple communities, you can add the member to multiple communities at once 

4. Click “Add new member”

An email will be sent to that user to confirm the invitation. If the user does not already have a Roundtable account they will be instructed to create one; if the user already has a Roundtable account, they will be able to accept the invitation to join the Community.

Generating a unique link to add users

Invite links are public links that users can visit to request joining the Community. Invite links can save you time by not having to invite members individually. Invite links are unique to the community in which you copy it. Note that anyone can visit your invite link, create a Roundtable account, and request joining your community, so we recommend being judicious with where these links are shared.

1. Navigate to the “Member management” page
2. Click “Get invite link”

This copies the link to your clipboard. Administrators will get an email to approve users once they sign up.  

Adding, removing, and modifying members

Accepting users to your community 

The administrator will get an in-app and email notification when a user requests access to their community. Clicking on the email will bring you to the Member management page where you can accept the request. 

To review the membership request, press the “Pending” badge and select either “Decline” or “Approve”

Removing users from your community

You are also able to remove users accessing the more options icon next to that user’s profile. 

Setting Badges 

Badges are administratively created fields to organize users so they can be found via a category search. To create a badge: 

1. Navigate to the Member management page

   

2. Click the “more options” button  to the member you would like to assign badges and select “Edit member”.

   

3. Type the badge you would like to add and hit “ADD”. Then select “Save changes”.

The badge will now appear by that individual and will be visible in the space selected. Note that badges are space-specific – meaning that if a member is in multiple spaces, the badge(s) you’ve just added will only appear on their profile in this space.