In this Article

In order to add a user as a member of a group, the user must first be created in the community.

You can add a role as a group member.

You can add or invite a member by using the Group - Links widget or the Group - Membership List widget. They both bring up the same addition form, but Group - Links does this from the Manage Members link. The Manage Members option will appear only if it is enabled in the widget configuration.

Add a member

  1. On the home page for the group, click Manage Members in the Group - Links ("Group Administration") widget. The Add a member form appears.

  2. Type the user name in the User Name(s) or Role(s) field. The list of similar names will appear in an option list. Select the appropriate name.

  3. Select the membership type in the Membership Type drop-down list. The options include:
      • Owner - Can make membership, page layout or customization, and group-level changes or additions.
      • Manager - Can manage other members or invite users. Notice the reduced options in Group Administration.
      • Member - Can participate in the group. Notice that the Group Administrator actions do not appear.
    1. Click Add Member(s). When he/she signs on and clicks the group, his/her options will be dependent on the assigned membership type.

    Add a role as a group member

    You can add a role to group membership in the same way that you add individual member(s).

    1. Click the Add a Member tab.
    2. Enter a role name in the User Name(s) or Role(s) field. The role(s) may be out-of-the-box, or they may be role(s) you created.

    3. Select the Membership type. See the previous discussion of types for information about their capabilities.
    4. Click Add Members.

      To see all of the role-type members, click the Role Members tab in the widget. This tab can be sorted by name, recency, or type.

    Invite a user

    You can invite user(s) by user name or email. Inviting them causes a membership link to be sent to the user.

    Invite a user by user name

    1. On the home page for the group, click Manage Members in the Group - Links ("Group Administration") widget. The Add a member form appears.
    2. Click the Add a Member tab.
    3. Enter the user name(s) in the User Name(s) field.
    4. If desired, enter a message to the user in the Message field.
    5. Click Send Invitation(s).

    Invite a user by email address

    1. Click the Invite Members by Email tab.
    2. Enter the email address(es) in the name(s) in the Email Address(es) field. Separate multiple names with commas.
    3. If desired, enter a message to the user in the Message field.
    4. Click Send Invitation(s).

    Remove a group member

    In the membership list window, click Remove. This does not delete the user from the community. You will not be prompted to reassign his/her files because the files belong to the user.