Members

Members can be added to a Room under the Members tab of a Room. Members added to a Room can access Announcements and Documents of the Room. By default, the Room Administrator (Organization) that created the Room will be the first and only Member of the Room until additional Members are added.

Adding Members

To add Members to a Room, click + Invite Contacts under the Members tab of a Room. All Contacts for your Organization will be displayed and individual Contacts can be selected one by one by clicking the checkboxes on each row, or all Contacts can be selected at once by selecting the checkbox in the header row of the display grid.

Note: Contacts must be added to your Organization (entity) first before they can be added as Members of a Room. Please see Contacts Overview for more information about adding, uploading, and managing Contacts for your Organization.

Note: Members receive an email notification when they are added to a Room.

The last time a Member has accessed the Room will be shown by the date displayed in the Last Active column of the display grid. Members who have not accessed the Room will show N/A in the Last Active colum of the display grid. The Room Administrator can resend the email notification alerting a Member they've been added to a Room by clicking the ••• icon for a specific Member and selecting the Resend Invitation option.

Note: Members of a Room cannot see other Members of a Room and do not have access to the Members tab. The Members tab of a Room is only accessible by the Room Administrator.

Removing Members

Members can be removed from a Room by clicking the ••• icon for a specific Member and selecting the Remove Member option.