Members Page

The Members page was designed to assist Workspace Owners with managing the membership of the Workspace.

 

Adding/Removing Members  

To add a member to a Workspace:

  1. From the Members page click the Add Members button - the Add Members window will appear displaying the users from your account.

  2. Click on the box next to each name you wish to grant access to the Workspace.

  3. Click the Save button

  4. The checked users will be added and their default Role will be Manager.

 

To add a member to a Workspace from another VIA3 account:

  1. From the Members page click the Add Members button - the Add Members window will appear displaying the users from your account.

  2. At the top of the page, there is a link: "add a member from other VIA3 accounts" . When you click on it the Add a Member From Other VIA3 Accounts page opens.

  3. Enter the new member's email address. Multiple addresses, separated by comas/semicolons, can be entered.

  4. Click Add.

 

To remove a member from a Workspace:

  1. From the Members page click on the box next to each name you wish to remove.

  2. Click the Remove button, a warning will appear, click OK.

Roles

The roles are progressive in terms of capability - Viewers are able to do the least Owners the most. Owners can do everything Viewers and Managers can do plus what is described below.

Viewer access:

Manager access:

Owner access:

 

Changing Roles

To change a Workspace role:

  1. From the Members page, move your mouse over the desired member's role - a highlight box will appear around that person's role and drop-down menu will become active.

  2. Choose the desired role - the page will update and the role will change.

 

Starting a Meeting   

To start a meeting:

  1. From the Members page click the Start Meeting button - the New Meeting window will open with the members listed in the Available Contacts area and the designated Workspace filled in.

  2. Select the members you wish to meet with

  3. Click the Meet button.

 

Tip: Before clicking the Start Meeting button, click on the check boxes of those members you wish to meet with - doing so will automatically add their name to the Invited Contacts list on the New Meeting Details window.

 

Send Message   

To send an instant message:

  1. From the Members page click the Send Message button located near the desired users name in the list - an instant message window will appear

  2. Type your message and click Send.