Member management

Adding a New User via "Invite via Email"

1. Navigate to the Member management page.
2. Click the "Invite via email" button located in the top right corner.
3. In the "Invite via email" dialog box: Enter the new member(s) Emails. You can enter up to 30 email addresses, separated by commas, semicolons, newlines, or spaces.
   1. Select the Space(s) to which you want to add the member(s) by checking the corresponding boxes.
   2. Select whether to assign these users as 'members' or 'space managers' at the bottom, then click 'Invite’'.

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

Generating a Unique Link to Add Users

Invite links are links that users can visit to request joining the Space. Invite links can save you time by not having to invite members in groups of 30. Only Administrators/Space Managers can send out join links.

1. Navigate to the Admin tab (within the main navigation).
2. Within the Admin section, locate and click "Get invite link" (please confirm the exact placement if it's within a sub-section of Admin).

This copies the link to your clipboard, which you can share via email/zoom chat/etc. Administrators will get an email to approve users once they sign up.

Adding, Removing, and Modifying Members

Accepting Users to Your Space

The administrator will get an in-app and email notification when a user requests access to their space.

1. Navigate to the Member management page.
2. Click on the Needs review tab.

3. You will see a list of users requesting access. To review a membership request, click on the "Review" button next to their name.

   In the sidebar that appears, select either "Decline" or "Approve" for the request.

   • Note: Only Space Managers can approve or decline requests.

4. You can also do this via the Notifications tab or Member Directory

   

Removing Users from Your Space

1. Navigate to the Member management page and ensure you are on the "Members" tab.
2. Locate the user you wish to remove.

3. Click the "more options" icon (three dots) next to that user's profile.

   Select "Remove from space".

   • Note: Only Space Managers can remove members, edit members, and add members to another space.
4. Select the spaces you would like to remove the user from.

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 and ensure you are on the "Members" tab.
2. Click the "more options" button (three dots) next to the member you would like to assign badges.
3. Select "View details".
4. In the right sidebar that appears, locate the space you want to edit the member's role/badges for and click "Edit".
5. 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