Members

Members are the people who are part of a workspace in ENSPACE. They can be assigned a role, which defines their permissions, and can also be organized into member groups, making it easier to manage access settings in bulk.

What can a member do?

A member's capabilities depend on the permissions associated with their role and/or group. Common actions include:

• Accessing and interacting with forms, tasks, and workflows.
• Participating in automated flows with actions assigned to their role.
• Receiving notifications about tasks and deadlines.
• Exporting custom reports.
• Viewing real-time dashboards.

How to add a member

1. Go to the Settings screen of the workspace.
2. Open the Member Invitations tab.
3. Click Create.
4. Enter the email and license of the person to be added.
5. (Optional) Select the role they will have.
6. (Optional) Assign the member to one or more groups.
7. (Optional) Assign a fixed signature (chancela) to this user.
8. Confirm and send the invitation.

The member will receive an invitation via email to access the workspace.

Remove or edit a member

1. Go to Settings > Member Invitations.
2. Click “Actions” next to the person's name.
3. Select the delete option.

🔁 Frequently Asked Questions

• Can a member be in more than one group?

  Yes, they can be assigned to multiple groups.

• Do groups replace roles?

  No. Roles directly control permissions. Groups are used for organization and bulk configuration.