Once you have created multiple workspaces, you will have the option to manage your team members within their respective space. In this article, we will teach you about team roles in the spaces and how to oversee the users on your Mention account.

Here are the topics that will be covered:

On your Mention account, you will have access to 4 roles for your workspaces. These roles will determine that your users have within each workspace. The roles are:

In this section, we will briefly review extra information regarding the Administrator and Manager role on your account. These two roles have access to team management features that allow them to oversee team members; however, there are some permissions that are only available for Admins.

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The Administrator role offers full access to the entire Mention account including every workspace, every feature on the subscription, and billing information. Here is an overview of the role:

💡If a team member is an Admin, this is the only role they can have on the Mention account. They cannot be listed as a Manager or User in another workspace. They will be an Admin for the whole account.

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The Manager role offers managerial access to specific workspaces. If one of your team members has the manager role in a workspace, it means that they can manage the team members who are in that space.

Managers do not have full access to the account like Admins. Their role has a few limitations that we will explain to you. Here is an overview of the role:

*Please note that Managers can only remove users from the space if the user has access to another space on the Mention account. Managers cannot permanently delete users from the subscription.

Here are some limitations for the Manager role:

💡 Team members on your account can have multiple roles and this includes the Manager role. For example, a team member can be a User in one space and a Manager in another!

Now that you understand the team roles on your account, we will teach you how to add a new user into Mention! The ability to add a new team member is available for the Admin and Manager role:

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As an Admin, you can add a new team member through the Administrator tab. We recommend using this method if your new team member is joining multiple workspaces. Please follow the steps below:

💡Mention Tip: When you add a new user to your Mention account, you can add them to multiple workspaces! You can even grant your user different roles in each workspace. This is helpful if you want your user to view alerts from multiple spaces.

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As a Manager, you can add a team member into your workspace through the Workspace tab. We recommend using this method if the team member is joining an individual workspace. To conduct this process, please follow these steps:

If a team member is on a workspace and you want to move them to another workspace, you can go to the Administrator page to transfer them.

On the Administrator page, you can go to the bottom section to view the list of workspaces. Here, you can view 'All Workspaces' or click on a specific space that you want to manage:

If you would like to transfer a user to another space, please follow these directions:

Team members on your Mention account are not restricted to individual workspaces. As an Administrator, you can invite team members to join multiple workspaces with different roles!

On the Administrator page, please find the team member that you are are modifying from your list of workspaces and click on the Edit User Access button:

Once clicked, a pop-up will appear where you can modify the access of your team member. On this page, you will see the button titled +Add Team Member to Another Workspace:

On this page, please follow these steps:

❗Please note that a team member's role in one workspace will not interfere with the role in another space. Your team member can be a Manager in one space and a Guest on another.

💡 Mention Tip: At this time, you cannot move alerts between different workspaces. Granting access to multiple workspaces is a great way for team members to view alerts and data across different areas of the Mention account.

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If your team members need to switch between workspaces, they can click on the icon that appears above their profile image:

At this time, Administrators and Workspace Managers can modify the roles of team members. In this section, we will show you how to conduct this process for each role:

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As an Admin, you can change the role of your team members through the Administrator page. Here, please find the team member you are modifying and then follow these steps:

If you are changing a team members role to the Manager, User, or Guest role, please click on the Edit User Access Button. From there, please change their role through the pop-up and save your preferences!

If you are promoting a team member to the Admin role, please click on the Promote User to Admin button and confirm your change:

If you are demoting a team member from Admin back to Manager, User, or Guest, please click on the Demote User button and confirm your change:

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As a Workspace manager, you can modify the role of your team members within the workspace you manage.

To do this, please go to the Workspace tab in account settings and find the team member you are modifying from the list of users. From there, use the Role tab to change their role:

You have the option of removing team members from workspaces or deleting them completely from your account at any time. There are different methods to conduct these processes so we will teach you both of them below.

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If you do not want a team member to access a specific workspace, you can remove them from the space using the Workspaces page in Account Settings. Team member removal from a workspace can be done by an Admin or Manager on the Mention account.

To conduct this process, please enter the workspace that the team member belongs to first. This is very important because the Workspace tab will change depending on the space you are currently accessing. To ensure that you are on the correct space, go to the Workspaces tab and see if your team member's name appears in the list of users:

Once you find the user, please go to the action tab and click on the trash bin that appears. This will remove the user from the workspace. It will not delete them from the account!

❗Please make sure that your team member has access to at least one other workspace before conducting this process. You cannot remove a team member from a workspace if they do not have access to another space!

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If you want to remove a team member from your entire Mention subscription, you can use the Administrator page to delete them. This process is only available for the Admin role.

To conduct this process, please open the Administrator page and make sure you are on the All Workspaces section:

From there, please find the team member you are deleting and click on the trash bin icon that appears in the action tab:

Once you confirm, your team member will be deleted from the Mention account!

Thank you! If you have any questions, please do not hesitate to reach out to [email protected] !