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, you can add the company user in the following way:
Log in to Spacebring.
Proceed with adding or inviting a user to the company:
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. Then press the
Addbutton 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.
Company members can request to add their workmates to the company in the following way:
Go to Membership > Members page under your company name.
Press "Invite User" and enter their name and email.
Once the invitation is sent, administrators receive the request on the Community page > Requests tab and manage it.
When the request is approved, the new user will be added and assigned to the company that invited them 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
Administrators navigate to Spacebring > Customers > pick a company > locate the menu (...) at the top right corner of the member's name and press Remove.
Remove company members as company manager
Company managers can remove company members in the following way:
Navigate to the Locations > Membership page.
Pick a member > click on the menu (...) next to the company member and press on it.
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, you can easily update their membership without removing and reinviting them. Instead, you can move them directly to the new company. For this, follow these steps:
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.