This guide describes the "Members" section, where you can manage your team members and their access within your account.
1. Overview of members management
Invite member: Click the [Confirm] button to send invitations to new individuals you wish to add to your team.
2. Member details and permissions
2.1 Email & role *
Enter the email address of the person you wish to invite to your team.
Assign them a role (preset by MostLogin or created by your team)
2.2 Max profiles they can create (threshold)*
This is a required field (only team owner can allocate team member's max profiles allowed).
Enter the maximum number of profiles this new member will be allowed to create.
The number next to the input field indicates a system-wide maximum profiles a team owner can allocate to members.
⚠️ Rules of creating profiles
Threshold: the max number of profiles a team member is allowed to create
Actual number of profiles a team member can create depends on:
a. their threshold
b. total available profiles
For example:
Team owner Jack has a total of 1,000 profiles. He has created 200 profiles.
Jack sets his team admin Roger a threshold of 1,000 profiles, but Jack can only created 800 profiles, because the 200 profiles quota has been taken. Roger goes ahead and create 100 profiles. The whole team at this time has 700 available profiles left. Then Jack invites another team member Rose, and only allows Rose to create 100 profiles, the maximum number of profiles Rose can creates is 100, even though there are 700 available profiles left.
3. Data access *
3.1 Full access
The member will have data access of folders, profiles and team members.
3.2 Specified
The member will have access to data that you specifically grant them access to, and their subordinates' data that have been granted to them.
Managing subordinates:
This dropdown allows you to select which, if any, subordinate members this new member will be responsible for managing.
Note that members with "Specified" data access can manage more than one subordinates.
3.3 Limited
The member will have a very restricted view of data, i.e. only their own.
Assign a supervisor:
This dropdown allows you to assign the member a supervisor.
Note that members with "Limited" data access can only have one supervisor.
4. Assign folders
This section allows you to grant the new member access to specific folders and their contents.
Search dropdown: Use this to search for specific folders.
Select all (checkbox): Check this box to grant access to all existing folders.
5. Finish the invitation
Cancel (Button): Click this button to close the "Invite member" dialog without sending an invitation.
Confirm (Button): Click this button to send the invitation to the specified email address with the configured permissions and profile limits.
6. Accept invite
6.1 Receive email
Once the email has been sent, the team member will receive an email like below:
6.2 Complete the registration
They should click the [Accept invite here] to complete their registration.
Once the registration is complete, they will be added to the team member list and start collaborating with team members right away.