Managing Members in the Configuration Center

For Organization Owners and Organization Admins, the Members page of the Configuration Center displays a list of members in the organization and enables you to perform various tasks, including:

  • Adding new members
  • Removing members
  • Changing a member’s Organization role
  • Resending a visitor’s invitation to join Bluescape

The page displays the following information for each member in the list:

  • Name
  • Email address
  • Status – Whether they have accepted their invitation to join Bluescape.
  • Member role – Displays their Organization Role.

Setting the Number of Items Per Page

You can control how many rows display in the list on the Members page.

To change the number of items per page:

  1. Click the rows drop-down at the bottom of the list.
  2. The drop-down menu opens. Select 5, 10, or 20 rows per page.

Filtering Members

You can filter the members that display in the list. To filter members:

  1. Click the filters option at the top of the page.
  2. The different categories to filter by are displayed, including:
  1. Click one of the categories or type in the Name and/or Email field. The results in the Members list update to reflect that category you selected.
  2. To collapse the filter area, click the image option again. The filter category appears at the top of the screen.
  3. To remove the filter, click the blue X icon.

You can also filter by search results by typing keyword(s) in the search bar.

When you filter results, a unique URL generates in your browser. You can copy the URL to share with others or open a new tab in your browser and paste the results for reference.

Adding New Members

Both Organization Owners and Admins can add new members from the Members page.

To add one or more new members:

  1. Click the New Member button.
  2. The New Member pop-up opens. Type the new member’s email address in the blank field.

Note: You can add multiple members simultaneously by typing a list of email addresses separated by commas, colons, or spaces, or add the names via a CSV file. For the latter, click the Add with CSV button. The CSV file must meet all of the following requirements:

  • The file must have a header row. Specifically, the first line of the file should be “email, role”, with no capitalization and no space between the two words.
  • The subsequent rows below the header role should contain the email address and the role of the members to be added, separated by a comma, with no space between the two values. For example, jane.doe@abc.com,member.
  • None of the members can be assigned an owner role. The role should be “admin” or “member”, with no capitalization.
  • The file must be saved as a .CSV file, not an .XLS or .XLSX file.
  1. Once complete, click OK .

A new member creates and appears in the list on the Members page.

Removing Members

Organization Owners and Admins can delete members from the Members page. This removes them from your Bluescape Organization.

To remove members:

  1. Click to select the checkbox next to the member’s name in the list.
  2. Click the :delete: (Delete) icon at the top of the page.
  3. The Remove Member pop-up window opens to confirm that you want to delete this member from the organization.

    When you remove members from an Organization, their workspaces do not remove with them. If you are the Organization Owner, you may assign those workspaces to other members with the drop-down menu.
  4. Click OK to confirm.

The member removes from the organization. Note that this action is permanent.

Changing a Member’s Role

Organization Owners and Admins can change a member’s Organization role from the Members page.

To change a member’s Organization role:

  1. Click to select the checkbox next to the member’s name in the list.
  2. Click the change role (Change role) icon that displays at the top of the page.
  3. The Change Organization Role pop-up window opens. Use the drop-down menu to select the new Organization role for the member.

Resending a Visitor’s Invitation

Organization Owners and Admins can resend a visitor’s email invitation to join Bluescape from the Members page. For more information on visitors, see Overview of a Visitor Member.

To resend a visitor’s invite:

  1. Click to select the checkbox next to the member’s name in the list.
  2. Click the Resend Invite icon at the top of the page.
  3. A message at the bottom of the screen indicates if your invitation was successfully resent.

Where to Next?

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