Managing Members

This guide covers how to manage members in your Mainbranch workspace, including inviting users, assigning roles, and handling access.

Member Overview

Viewing Members

1. Go to Workspace settings > Members
2. View the list of all workspace members
3. See each member’s role and status

Member Information

For each member, you can see:

• Name and email address
• Role (Owner, Admin, Member)
• Status (Active, Pending invitation)
• Join date

User Roles

Role Types

Role	Description
Owner	Full access to all settings and the ability to delete the workspace
Admin	Can manage settings, users, and connectors
Member	Standard access to Mainbranch features

Role Capabilities

Capability	Owner	Admin	Member
Use AI Assistant	Yes	Yes	Yes
Access The Vault	Yes	Yes	Yes
View Meetings	Yes	Yes	Yes
Use Tools	Yes	Yes	Yes
Manage Members	Yes	Yes	No
Manage Connectors	Yes	Yes	No
Configure Settings	Yes	Yes	No
Delete Workspace	Yes	No	No

Inviting Members

Individual Invitations

1. Navigate to Members

   Go to Workspace settings > Members.

2. Click Invite

   Click the Invite Member button.

3. Enter Email

   Enter the email address of the person to invite.

4. Select Role

   Choose the appropriate role:

   • Member for standard users
   • Admin for users who need to manage settings

5. Send Invitation

   Click to send the invitation email.

The invited user will receive an email with instructions to join.

Bulk Invitations

To invite multiple users at once:

1. Enter multiple email addresses separated by commas
2. All users will receive the same role
3. Invitations are sent to all addresses

Note

For very large organizations, consider using SSO provisioning to automatically add users when they first sign in.

Managing Existing Members

Changing Roles

To change a member’s role:

1. Find the member in the member list
2. Click on their entry to view details
3. Select a new role
4. Save changes

Removing Members

To remove a member:

1. Find the member in the member list
2. Click on their entry
3. Select Remove member
4. Confirm the removal

Removed members:

• Lose access immediately
• Cannot see workspace content
• Chat history is retained but inaccessible to them

SSO Provisioning

If you have SSO configured, new users can be added automatically.

How It Works

1. User attempts to sign in with SSO
2. If their email domain matches your SSO configuration
3. They are automatically added as a member
4. No manual invitation required

Benefits

• No need to manually invite each user
• Access is managed through your identity provider
• Automatic deprovisioning when users leave

Best Practices

Role Assignment

• Limit admin roles to those who need them
• Regularly review who has admin access
• Use member role for standard users

Access Management

• Remove users promptly when they leave
• Review member list periodically
• Use SSO for automatic provisioning/deprovisioning

Security

• Keep owner role limited to essential personnel
• Audit admin actions regularly
• Document role changes

Troubleshooting

Invitation Not Received

• Check the email address is correct
• Have the user check spam/junk folders
• Resend the invitation if needed
• Verify the email domain is not blocked

User Cannot Access

• Verify the invitation was accepted
• Check the user’s role permissions
• Confirm SSO domain configuration
• Review any access restrictions

Role Change Not Taking Effect

• Refresh the page
• Have the user sign out and back in
• Verify you have permission to change roles

Next Steps

• Configure Authentication — Set up SSO for easier access
• Set Up Connectors — Connect data sources
• Configure the Assistant — Customize AI behavior