Invite and Manage Members

Invite and manage members of your team

Overview

Inviting and managing members in HostAI ensures that your people have access to the workspace and its associated permissions. Admins can invite new users to join, set their roles, and manage their access based on their required permissions. When a new member is invited, they will receive an email to sign up and automatically be added to the workspace.

Admins have full control over user management, while members have more limited access based on their assigned roles.

Managing Member Roles

In HostAI, there are two primary roles:

• Admin: Full access to all settings, including user management, billing, and workspace configuration. Admins can invite, promote, or demote members as needed.

• Member: Limited access, typically restricted to day-to-day use, such as interacting with guests and managing reservations. Members cannot manage billing or other administrative tasks.

Set Up

To invite new members to your workspace:

1. Go to Settings > Members.

2. Click on the Add button.

3. Enter the email address of the member you want to invite.

4. Select whether you want the new user to be an Admin or a Member.

5. Click Send Invite.

Once invited, the new member will receive an email with steps to join the workspace.

To manage current members:

1. In Settings > Members, you will see a list of active members and pending invites.

2. Click on the three dots next to a member’s name to:

   • Edit Role: Change their role from Admin to Member or vice versa.

   • Remove Member: Remove them from the workspace entirely.

Member Invitations

When an invitation is sent, the member will receive an email prompting them to create their account and join the workspace. Ensure they check their spam folder if they don’t see it right away. If your team operates across multiple workspaces, members can switch between workspaces in the app’s interface by selecting the workspace switcher in the navigation menu.

If you need to suspend a member or manage roles across multiple workspaces, admins have full flexibility to manage permissions to ensure smooth operations within your HostAI environment.