Workspace Users Page Description

The Workspace Users page in the workspace platform provides a comprehensive interface for managing user accounts within the workspace. Here’s a detailed breakdown of the elements on the Workspace Users page:

Main Workspace Users Area

1. Users Table:

   • Email: Displays the email address of the user.
   • Name: Shows the name of the user.
   • Role/Permissions: Indicates the role and permissions of the user (e.g., admin, senior, user). Dropdown to change the user's role. Roles/Permissions Summary
   • Joined: Shows the date and time when the user joined the workspace.
   • User Actions: Buttons to perform actions on the user account.

2. Edit User Panel:

   • Id: Displays the user's unique ID.
   • Email: Shows the email address of the user.
   • Name: Displays the name of the user.
   • Role/Permission: Dropdown to change the user's role.
   • Claim Limits: Set limits for the number of claims the user can manage.
   • Call Forwarding: Field to set or update the user's call forwarding number.
   • Verified Number: Displays the verified number associated with the user.
   • Toggle Options: Various toggles to enable or disable user-specific settings such as:
     • Disable Manual Blasts
     • Personal Campaigns
     • Exclude From Campaigns
   • Manual Blast Limit: Set a limit for the number of manual blasts the user can send.
   • Nation Builder Recruiter Id: Field to enter the Nation Builder Recruiter ID.
   • Delete Button: Option to delete the user account.

3. Additional Actions:

   • NB Connections: Button to manage Nation Builder connections.
   • Manage User Groups: Button to manage user groups within the workspace.
   • Invite Users: Button to invite new users to the workspace.

NB Connections

• Select User Dropdown: Dropdown to select a user for Nation Builder connections.
• Connected Users: List of users connected to Nation Builder with their respective IDs.
• Remove Connection: Option to remove a Nation Builder connection.

User Groups

• Add Group: Button to create a new user group.
• Group List: Displays the list of user groups with options to manage and delete each group.
• Assigned Users: Shows the users assigned to the selected group.
• Unassigned Users: List of users not assigned to the selected group with options to add them.

Invite Users

• Invite User Fields: Fields to enter the email, first name, last name, and call forwarding number for the new user.
• Add User Button: Button to add the user to the invitation list.
• Invite Button: Button to send the invitation to the added users.

The Workspace Users page is designed to provide administrators with robust tools for managing user accounts, permissions, and group memberships, ensuring efficient administration and collaboration within the workspace.