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Managing Space Members

Space Owners manage who belongs to their Space from Administration → Space Owner → Space Members. The page is only shown to Space Owners and acts on the Space chosen in Selected Space.

Space Members page with the role switches and the Add User button

The list shows every member of the Space with four columns:

ColumnMeaning
RoleUser or Space Owner. Click the other half of the switch to change the role (see below).
EmailThe member’s login. Click it to open the member’s details.
Last ActiveWhen the member last used Smartchat. Members who have not logged in yet show no date.
Created atWhen the account was created.
  1. Click Add User above the list.
  2. Enter the person’s Email in the Add new member dialog and click Add.

Add new member dialog

What happens next depends on the email address:

  • The person already has a Smartchat account: they are added to the Space with the User role and see it in their Space selector on their next page load.
  • The email is unknown: an account is created for them. They receive an invitation email from the identity provider, and they already appear in the list with the User role before their first login. On instances with account creation only through your identity provider enabled, they have to sign in once before you can add them.

New members can chat, use the Space’s collections and see shared workspace items right away. To give them administrative rights, promote them to Space Owner.

To add a whole team, switch the Add new member dialog to Several members at once (the icon next to the title) and paste the email addresses into the text box. One address per line, separated by commas or semicolons, copied recipients from Outlook ("Doe, Jane" <jane.doe@example.com>) and a copied column from Excel all work; duplicates are dropped automatically.

Below the box you see how many addresses were recognised. Entries that are not email addresses are listed in red and must be fixed or removed before Add becomes available. Then click Add N members.

Each address is handled like a single add: existing accounts join the Space, unknown addresses get an account and an invitation email. When the request finishes, the dialog reports how many members were added and lists any address that could not be added with the reason. Copy failed email addresses puts those on the clipboard so you can fix them and try again; already added members are skipped on a retry.

A Space has two roles: User and Space Owner. Owners get everything described in Administration; see Roles & Permissions for the complete matrix.

Either use the Role switch in the list, or open the member (click the email) and use the Role switch of the Edit member dialog.

Edit member dialog with the Role switch

The new role is applied immediately, there is no separate save step. If the update fails, the switch flips back and a toast explains why.

Two rules apply:

  • You cannot change your own role. The switch in your own row is greyed out. Ask another owner to promote or demote you.
  • A Space keeps at least one owner. The last remaining owner cannot be demoted or removed while the Space has other members.
  1. Hover the member’s row and click the bin icon (Remove user), or open the member and click Delete in the Edit member dialog.
  2. Confirm with Remove.

Remove user confirmation

The person loses access to the Space immediately: they are removed from the Space itself and from all of its groups, including custom groups. Their Smartchat account and their other Spaces are not affected. You cannot remove yourself.

  • Space owner group: the Groups page lists a group for the Space’s owners. It mirrors the roles above and cannot be edited there; Space Owners always have every permission.
  • Application Owners who are not owners of a Space cannot add or remove its members here. They manage Space memberships per user under Application Owner → Users.