Invite members

• Click the Invite Member button.
• Enter the email address, then press Tab, Space, or Enter to validate.
• Once done, click Add.

For detailed information on how to set up administrative roles and permissions, check here: Inviting members and setting up the permissions 

Member settings

To access the member page, open https://app.gridly.com/settings/members or: 

• Click the menu next to the company name and select Company Settings.
• Open the Members tab in the left pane of the Dashboard.

The Members page displays your members' information and includes: 

• User name and email
• Company role: define a user's rights, including whether a user can invite other members, see billing information, etc. 
• Language pairs: When a user is assigned a specific language pair, the user can only view and edit that language pair in the project. 
• Groups: If assigned to a group the user can access the specified projects/databases and shared views assigned to that group.
• Active status: whether a user's status is active, inactive (deactivated), pending invite, pending approval.

Use the filters at the top of the page to filter members by Role and/or Status. Click on the search bar at the top right of the page to quickly find a member.

Edit Member information

Change company role, groups, language pairs

• Click next to a name and select Edit.
• Make changes to the Company role, Groups, Language pairs as desired. Click Save to confirm changes. 

Change project role

Edit a member’s project role for each project they have access to (based on the Groups they are a member of):

• Click to expand a member's information. Click on the to view the projects that the members can access and their project roles.
•  Assign a role in each projects for your member.

Deactivate a member

To deactivate a member, click next to a deactivated name and select Deactivate member, then click Deactivate to confirm changes. If a member is deactivated:

• Their data will still be accessible in the company settings.
• They will no longer be able to access this company in Gridly.
• Their API key will be deactivated

Delete a member

To delete a member, click next to a name and select Delete member. Click Delete to confirm deletion.

Transfer ownership

Assigning a member to be the company's Owner can only be done by the current Owner. To transfer ownership: 

• Access the Members tab under Company settings.
• Click at the right side of the member name and select Transfer ownership.
• Enter your user password to confirm changes.