This article will show you how to edit Workspace Settings as an Administrator in Member365.
Accessing the Member Portal
Workspaces are not edited from the Administrator Dashboard in Member365. Instead, you must edit them from the Member Portal as an Administrator.
Option 1: Through the Member Portal Login
The easiest way to access the Member Portal is to simply log in with your Administrator credentials. Use the login page that your members use instead of the login page for the Administrator Dashboard.
Option 2: Modify the Administrator Dashboard’s URL
1. Once logged in to the Member365 Administrator Dashboard, delete ‘crm’ and anything that follows from your URL.
2. Replace what you have deleted with ‘sharingnetwork’, then hit Enter to access your Member Portal.
If you use this method, simply do the opposite if you need to return to the Administrator Dashboard: replace ‘sharingnetwork‘ and everything that follows with ‘crm’.
Option 3: Impersonate Yourself
Another way to access the Member Portal if you are already logged in to the Administrator Dashboard is to Impersonate yourself. Consult this Knowledge Base article to learn how the Impersonate feature works.
Accessing the Workspace Settings
1. Now that you are logged in to the Member Portal side, click ‘Administration’ on the bar at the very top of the page.
2. If you are responsible for any Worskpaces, you will see a list of them on the Administration page. Locate the Workspace you wish to modify, then click the Edit button beside its name.
Editing Workspace Settings
Clicking the Edit button in Step 2 will bring you to the ‘Modify Workspace’ page.
Changing the Title and Description
This ‘Modify Workspace’ page is where you would edit the Title and Description of your Workspace.
Assigning a Workspace Category
Use the ‘Assign Category’ button to assign the Workspace to a Workspace Category, or to create a new Workspace Category.
For more information on Workspace Categories, consult this Knowledge Base article.
Configuring Workspace Settings
Scroll down to toggle on or off the following Workspace Settings.
Auto-Bookmark for all Members: Enable to add this Workspace to the Member Portal Dashboards of its members automatically.
Enable Discussions: Enable to allow Discussion Topics in your Workspace.
Enable File Library: Enable to allow a File Library on your Workspace. If a Workspace does not have a File Library, its members cannot upload files.
Enable Events: Enable to allow exclusive Events to be displayed and advertised within this Workspace.
Enable Directory: Enable to allow this Workspace to display a roster of members assigned to this Workspace.
Force Notification: Enable to send Workspace Members an email notification for any change made or content added to the Workspace. If selected, members will not have control over their notification preferences.
Assigning or Removing Workspace Access
The ‘Access Assignments’ section can be used to add Contacts to your Workspace. Click the ‘+Add Assignment’ button to add a group of Contacts to the Workspace.
You can choose how the group of Contacts is filtered: by Organization, by Member Category, etc. Use the drop-down menu to select a group to add to the Workspace. Configure their permissions using the check-boxes, then click ‘Add’.
For a more detailed overview of Workspace Access Assignments and Permissions, continue reading here.
You can also edit or delete existing Access Assignments. To remove access from a certain group, click the trash icon next to their name. Alternatively, click on their name to re-open the ‘Add Access Assignment’ menu and edit their permissions.
The process for granting Workspace access to individual members rather than groups will be covered further down this article under the ‘Confirm and Save Changes’ sub-header. Alternatively, consult this Knowledge Base article to learn the steps now.
Managing File Categories
The final section on this page is used to manage File Categories. For more information on File Categories and the detailed steps on adding them, continue reading here.
You can also edit or delete existing File Categories by clicking the respective trash or edit icons.
If you do not see the File Library section, first check to see whether you have ‘Enable File Library?’ checked off under the Workspace Settings.
Confirm and Save Changes
Both buttons on the bottom of the page will save your changes.
‘Continue to Step 2 – Assign Access’ – This button will save your changes, and take you to a page where you can assign Workspace access to individual members. Continue reading here for more information.
‘Save & Return’ – This button will simply change the changes you have made. You are done editing your Workspace Settings!
Returning to the Administrator Dashboard
Since Workspace Settings are managed on the Member Portal side of your site, you will need to return to the Administrator Dashboard after making your changes.
Option 1: If you logged in through the Member Portal
Log out of the Member Portal, then go to the login page for your Administrator Dashboard.
Alternatively, delete ‘sharingnetwork’ and everything that follows from your URL, and replace it with ‘crm’.
Option 2: If you modified the URL
If you modified the URL to access the Member Portal side at the beginning of this tutorial, simply do the opposite to return to the Administrator Dashboard. Delete ‘sharingnetwork’ and everything that follows from your URL, and replace it with ‘crm’.
Alternatively, log out of the Member Portal, then log back in from your Administrator Dashboard login page.
Option 3: If you impersonated yourself
If you impersonated yourself to access the Member Portal side of your site, simply click the ‘Return to CRM’ link at the top of the page to return to the Administrator Dashboard.
Congratulations, you now know how to access and edit Workspace Settings!
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