Managing Member Roles & Permissions

Managing Member Roles & Permissions

Every person working inside your organization dashboard is assigned one of three roles: MEMBER, MODERATOR, or ADMIN. You control all of this from the Members tab inside the Organization page, which also shows each member's active access modules, their status, and their invitation state.

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Step 1: Navigate to the Organization Members Tab

1. Navigate to Dashboard > Organization.
2. The Organization Management page displays six tabs in a horizontal tab bar: Basic Info, Settings, Domains, SEO, Branches, and Members.
3. Click the Members tab (rightmost, with a Users icon).
4. The Members section header shows a count of total members found (for example, "3 members found") and a Refresh button.

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Step 2: View the Existing Member List

1. Each member is displayed as a card row in the list. Each row shows:
   • An avatar circle with the member's first initial
   • The member's full name and email address
   • A row of Access Module badges (for example: COURSES, PAYMENTS, STUDENTS) — or "No access modules assigned" if none are set
   • A role badge: MEMBER, MODERATOR, or ADMIN
   • An active/inactive status badge: Active or Inactive
   • An envelope icon button to resend the invitation email
   • An Edit button to open the Edit Member dialog
   • A red Trash icon button to remove the member (visible only to organization owners)

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Step 3: Invite a New Member

1. Click the Invite Member button in the top-right corner of the Members card header.
2. The Invite Member dialog opens.
3. Enter the invitee's email address in the email field.
4. Select their role from the role dropdown: MEMBER, MODERATOR, or ADMIN.
5. Select which access modules the member will have access to (the available module list is shown as checkboxes or a multi-select within the dialog).
6. Click Send Invitation. The invitee will receive an email with a link to accept and join the organization.
7. The member list automatically refreshes and the new member appears with an Inactive status badge until they accept the invitation.

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Step 4: Edit a Member's Role or Access Modules

1. Click the Edit button on any member's row.
2. The Edit Member dialog opens with that member's current role and access modules pre-filled.
3. Change the Role dropdown selection: MEMBER, MODERATOR, or ADMIN.
4. Adjust the Access Modules selection to add or remove specific module access.
5. Click Save (or equivalent confirm button). The member's record updates immediately and the list refreshes.

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Step 5: Resend an Invitation

1. If a member's status shows Inactive (meaning they have not yet accepted their invitation), click the envelope icon button on their row.
2. A confirmation prompt appears: "Are you sure you want to resend the invitation to [Name]?"
3. Click OK to confirm. The invitation email is resent immediately and a success toast notification appears.

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Step 6: Remove a Member

1. Click the red Trash icon button on a member's row (this button is only visible to organization owners).
2. A confirmation prompt appears: "Are you sure you want to remove [Name] from the organization? This action cannot be undone."
3. Click OK to confirm. The member's access is revoked immediately, their row disappears from the list, and a success toast notification appears.