The words ‘team’ and ‘organization’ should go hand in hand in order for any team to achieve its objectives. With a Genially workspace it’s very easy to manage the members of your team and the role they play within this space.

 

In this tutorial, we’ll show you:

 

How to add or remove members of a team

 

To be able to add or remove team members, you must have the role of Owner or Administrator within the workspace. You can: 


Add a new member:


  1. Go to your workspace.
  2. Click on the Settings icon in the top left, next to the team name.
  3. Click on the Invite to the team button and enter the email of the new member in the window that appears. 
  4. Assign a role and click on the Invite button. 



Add multiple new members:


  1. Go to your workspace.
  2. Click on the Settings icon in the top left, next to the team name.
  3. Click on the Invite to the team button and, in the window that appears, click on Invite more than one member. You’ll then have two options:
    • Emails: type or paste the member's email addresses in the field that appears. Click OK to send the invitations..
    • Upload a CSV: your file should only have a single column with all the email addresses, one below the other. Once uploaded, click Accept.
  4. You can modify the roles in the Pending invitations section if you need to.


 

To remove a member from the team, click on the Bin icon in the Team members section, in the workspace settings.

 

You can also delete the invitations you’ve sent. The invited person will not be able to access the workspace, but you will be able to invite them again if you wish.



How to add or remove guests from a genially

 

If you need to invite someone to collaborate on a genially but they’re not a member of your workspace, don’t worry, you can add them as a collaborator on one or more creations. They’ll have the role of Guest, so they won't occupy a seat in your workspace and will only have access to the creations to which they have been invited. 

 

TIP: You can remove guests from the team settings. Note that they will be removed as a guest from all workspace creations they've been collaborating on up to that point.

 

How to assign or change a team member’s role

 

You can assign Administrator and Editor roles to the members of your team to grant them certain permissions within the workspace, which you can change at any time. To do this:


  1. Go to your workspace.
  2. Click on the Settings icon in the top left, next to the team name.
  3. In the Pending invitations and Team members sections, you’ll find the list of all of the members and a dropdown menu in the top right of each one indicating the role they have.
  4. Click on the dropdown menu and change the role according to the permissions the member should have within the workspace. And that’s it!