Members
Invite people, manage permission groups, and control who has access to your workspace
Members are the people in your organization who use Spedy. You can invite new members, assign them permission groups, and remove them when they leave.
Inviting new members
To invite someone to your organization:
- Go to Settings > Members
- Click Invite member
- Enter their email address
- Toggle the Is customer checkbox if the person is an external customer (this filters available permission groups to CUSTOMER type instead of INTERNAL type)
- Select a permission group from the dropdown -- this determines what the person can see and do
- Optionally select one or more teams to add the person to
- Click Send invitation
The person will receive an email invitation with a link to join your organization. If they do not already have a Spedy account, they will be prompted to create one. The invitation link is valid for a limited time.
Internal members (non-customers) count toward your billed seat count. Customer seats are free.
Member roles
Every member has one of three organization-wide roles that determines their general level of access:
| Role | Description |
|---|---|
| Admin | Full access to everything -- all boards, settings, members, and teams |
| Team Member | Access to boards through team assignments, can create and manage tickets |
| Customer | Limited access to specifically assigned boards, can view tickets and leave comments |
For a detailed breakdown of what each role can do, see Roles & Permissions.
Permission group assignment
Each member is assigned to one or more permission groups that provide granular control over what they can access. Permission groups are separate from the three organization roles and allow fine-tuning of specific capabilities.
To change a member's permission group:
- Go to Settings > Members
- Find the member in the list
- Update their permission group assignment
For more about permission groups, see Roles & Permissions.
Removing a member
To remove someone from your organization:
- Go to Settings > Members
- Find the member you want to remove
- Click the remove button
- Confirm the removal
Removing a member revokes all of their access immediately. Their past activity (comments, ticket changes, etc.) is preserved for the historical record, but they can no longer log into your workspace.
If a removed member needs access again in the future, you will need to send them a new invitation.
Who can manage members?
Only Admins can invite, remove, and manage members. The invite capability also requires the canInviteMembers permission. Team Members and Customers cannot access the member management settings.