This article describes the Members page, where an organization’s Administrators can manage the members in their account and Team Managers can manage the members on their team.
Only Administrators can invite members, change roles, and change permissions.
This article contains the following sections:
- How to Navigate to the Members Page
- How to Invite New Members
- How to Search for a User
- How to Resend the Invitation Email
- How to Change a Member's Role
- How to Export Member Data
- How to Delete a Member
How to Navigate to the Members Page
The Members page is where you manage your Members. The rest of the procedures in this article will start from the Members page.
To access the Members page from the dashboard, hover your mouse over your company name in the upper-right corner and select Members from the menu that appears.
The Members screen appears:
The top part of the screen shows information such as the total number of licenses, number of available licenses, number of active licenses, and the plan renewal date.
How to Invite New Members
The following procedure begins from the Members screen. Use the following steps to invite new members.
- Hover your mouse over the Invite members button from the top-right of the screen. A menu appears.
Invite a Single Member
If you choose Invite a Single Member, a window appears where you enter the member's information.
After you have completed the fields, click the Invite button. Cloud Academy sends an email invitation to the member. The new member must confirm the invitation by clicking the link in the email. If the new member already has a Cloud Academy account, the system adds them automatically to the Company subscription. Otherwise, the system guides the new member through the process of registering.
Add Members to Team
If you choose Add Members to Team, a window appears where you select the team.
After you choose a team, Cloud Academy directs you to the Team's page where you can add members.
Onboard a Team
If you choose Onboard a Team, Cloud Academy directs you to the Team's page where you can create a new team.
How to Search for a User
Use the search box on the top to type the first name, last name, or email address of the user you are looking for.
You can also filter the list by clicking the Advanced Search link on the right side of the search bar. The advanced search lets you filter the list by Role, License Status, and Teams.
How to Resend the Invitation Email
You can resent the invitation email to a member from the Member screen. Click the options menu (the button with three vertical dots) next to a user in Invited status and select Resend Invitation Email.
A confirmation window appears. When you click the Confirm button, the system resends the invitation email to the member you selected.
How to Change a Member's Role
Administrators can change a Member's role from the Members screen.
Click on the Role for the member you want to change, and a menu appears. Select the new role and click Confirm in the window that appears.
Tip: You can use the Search for members box to find the member whose role you want to change.
How to Export Member Data
You can export a spreadsheet of member data from the Member screen. Click the button with the three vertical dots and choose CSV from the menu that appears.
When you click the menu option, the system begins preparing the file and displays this message:
When it is done, the CSV file appears in your browser's downloads. If you leave the screen, the system sends you an email when the download is ready. The following graphic shows an excerpt from a sample spreadsheet.
The spreadsheet contains a row for each member in your account and information in the following columns:
- Status: The member's status in your Cloud Academy account
- Date: The date the member joined the account
- Email: The member's email address
- Full Name: The member's full name
- Role: The member's role in your Cloud Academy account
- Expiration Date: The member's account expiration date
- Teams: A semicolon-separated list of the teams that the member is part of
How to Delete a Member
You can delete a member from your account on the Members screen. Click the options menu (the button with the three vertical dots) next to the member you want to remove and select Delete Member.
A confirmation window appears. After you click Confirm, the system deletes the user from your account. You can reassign the user's license later. You can reassign up to 25% of your total licenses.