Your users can be grouped into companies. Companies consist of company members and company managers. Learn how to manage these two groups of users in this article.
Add company members
As an administrator
Proceed with adding or inviting a user:
Go to Customers > pick a user > right under the user's name press on
Select company> choose a company from the list.
Also, you can add company members by opening Customers and picking a company.
Press theAddbutton below the company name if you want to select already existing users. Press theInvitebutton to invite a new user and auto-assign them to this company.
As a company member
Go to Membership > Members page under your company name.
Press
Invite usertop right and enter their name and email.Once the invitation is sent, administrators receive the request on the Customers page > Requests tab and manage it.
When the request is approved, the new user will be added and assigned to the company automatically.
Please note that only new users who haven't been added before can be invited this way.
Users can be added to only one company in each location.
Remove company members
As an administrator
Navigate to Spacebring > Customers > pick a company > locate the menu (...) at the top right corner of the member's name > press Remove.
As a company member
Navigate to the Locations > Membership page.
Pick a member > click on the menu (...) next to the company member.
Press
Remove.
Add company managers
Only administrators can add company managers. To do this, follow these steps:
Add the user to this company.
Go to Community > select the company > locate the menu (...) next to the company member and press on it.
Press
Make manager.
Remove company managers
Only administrators can remove company managers. To remove the company manager, do the following:
Go to Spacebring > Customers > select the company > locate the menu (...) next to the company member and press on it.
Choose
Make memberorRemove(to remove from the company completely).
Notes
It may happen than an employee transitions to a different company. In this case, administrators can easily update their membership without removing and reinviting them. Instead, move them directly to the new company:
Go to Spacebring > Customers > select the company > locate the menu (...) next to the company member and press on it.
Choose
Move to company...and select the necessary option.
The member will be automatically transferred from their previous company to the newly selected one.