Add members

Introduction

Add members module will you help you to create list of your organization users or employees who need access to the rehook dashboard.

Invite user flow

Step 1: Go to Add members module

  1. Click on 'members' tab from setting module
  2. Click on 'Invite members' CTA
  3. System will open 'Invite a member' modal
Add members module

Add members module

step 2: Enter the member details

  1. Name: name of the member
  2. Email: valid email address of the member. this email will be used to login to rehook dashboard
  3. Select role: Select the role of member. please note that, currently you can invite only admin role users.
  4. Click on 'Invite member' CTA
  5. If entered member user is valid, then user will receive a verification email
Invite a member modal

Invite a member modal

step 3: Verify member email

  1. Ask member to login to their official email
  2. Open verification email sent by rehook (if not received, please check your spam folder)
  3. Click on 'VERIFY YOUR ACCOUNT' CTA given on email
Verification email

Verification email

  1. It will redirect the user to new browser window to verify the email address
  2. You user will see below success message once email is verified.
Email verification is completed

Email verification is completed

step 4: Member login

  1. Visit our dashboard link https://dashboard.rehook.ai/
  2. Enter the email address and a new password (login email should be same as email configured in add members module)
  3. OR login using google
  4. click on 'Continue'
  5. Logged in member will be now considered as an 'Active member'.

Add members dashboard

You can perform following actions on members dashboard against a already created member

Resend Invite link

You can resend the invite link to the members if they have not received the verification email.

  1. Go to Add members tab
  2. You will see a list of members
  3. Click on kebab menu under action column
  4. click on 'Resend Invite' CTA

Revoke Access

You can revoke the member access if access is provided to a wrong member.

  1. Go to Add members tab
  2. You will see a list of members
  3. Click on kebab menu under action column
  4. click on 'Revoke access' CTA

Grant access

You can grant access to member whose access who revoked.

  1. Go to Add members tab
  2. You will see a list of members
  3. Click on kebab menu under action column
  4. click on 'Grant access' CTA

Edit Access

You can edit the members name and role

  1. Go to Add members tab
  2. You will see a list of members
  3. Click on kebab menu under action column
  4. click on 'Edit Access' CTA (this CTA will be shown against active members only)
  5. Edit the name and role in edit member modal
  6. Click on 'Save' CTA modify the changes
Members actions

Members actions

Edit access modal

Edit access modal

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Members dashboard

  1. You can only create admin user as of now and admin will have access to the modules and application by default.
  2. Once member is created, you cannot edit member email id . please revoke the access from old member and create a new member with correct email id
  3. Login email should be same as email configured in add members module
  4. Invited members will be consider as active member after member verify their email address and login to rehook dashboard