Members Tab

This article details how to manage users and permissions and find anyone within a Channel through the Members tab.

What is it?

The Members tab allows you to view and manage users within a Channel. Here, you can:

• Search for users within a Channel
• Filter members by user status, member role, (Google only): folder access, and calendar access
• Add new members and groups, specifying their role and access levels
• Manage member roles(Owner, Editor, or Participant)
• Google only: Manage calendar and folder access for members (view, edit, or manage permissions)
• Perform bulk actions on members(e.g. making them all Editors or removing them from the Channel)

You can find the Members page by clicking on the Members tab at the top of a Channel’s navigation or the people icon at the top right.

Search for users in a Channel

The search bar on the members page allows you to easily find specific members within a Channel. This search bar is typically located at the top of the members list, making it quick to find the user you're looking for.

Filters

You can refine your member search in Happeo with these helpful filters:

• User status: Search for specific user types, including internal and external users or suspended accounts
• Member role: Find users based on their role within the Channel: Owner, Editor, or Participant
• Google Only: Other filters(Only available for Channel Owners, Editors, and Admins):
  • Folder Access: Find users based on their permission level for Channel folders (unknown, no access, view, or edit)
  • Calendar Access: Find users based on their calendar access within the Channel (unknown, no access, view, edit, or manage)

Add new members and groups

(Only available for Channel Owners, Editors, and platform Admins):

1. Click "Add Member" in the top-right corner of the Members page

2. Use the search bar to find the user or group you want to add

3. Click the downward pointing arrows next to " Role," " Folder Access," and " Calendar Access" to define what the user or group can do in the Channel and what they have access to

   • Role: Choose Owner, Editor, or Participant
   • Folder Access: Set permissions for Channel folders (view or edit)
   • Calendar Access: Define permissions for the Channel calendar (view, edit or manage)

4. Click "Add Members" to finalize

Sharing limitations for Google Folders and Calendars

Adding a Google folder or calendar to a Channel will not automatically grant access to Channel members. The original permissions on the Google items still apply.

Manage a member role

(Only available for Channel Owners, Editors, and platform Admins).

1. Navigate to the Members tab of a Channel
2. Locate the member whose role you want to adjust
3. Click the down arrow next to their current role under the " Role" column
4. Choose from Owner, Editor, or Participant

Remove a Channel member

(Only available for Channel Owners, Editors, and platform Admins).

1. Go to the Members tab of a Channel
2. Locate the member you want to remove
3. Hover your mouse over the member's name
4. Click the trash icon that appears on the right side of their name

Manage calendar and folder access

(Only available for Channel Owners, Editors, and platform Admins).

Microsoft limitation

Microsoft does not support changing calendar or folder permissions. It only supports changing Happeo Channel permissions, such as setting the user role permissions (Owner, Editor, or Participant).

Calendar access

1. Navigate to the Members page of a Channel
2. Locate the member whose calendar access you want to adjust
3. Click the down arrow next to " Calendar Access" in the member overview
4. Select the desired access level: Choose from " View" (can see the calendar), " Edit" (can modify the calendar), and “Manage” (can share the calendar)

Folder access

1. Navigate to the Members page of a Channel
2. Locate the member whose folder access you want to adjust
3. Click the down arrow next to " Folder Access" in the member overview
4. Select the desired access level: Choose from " View" (can view folder contents) or " Edit" (can modify folder contents)

Bulk actions

(Only available for Channel Owners, Editors, and platform Admins).

• Select members:
  • Click the checkbox next to each member you want to modify
  • Alternatively, click the checkbox at the top of the member list to select all members
• Choose bulk action:
  • Once members are selected, the " Bulk Action" option will become available next to the members search bar
  • From the bulk action menu, you can select one of the following options depending on the Channel settings:
    • Make members Channel Editors
    • Assign view access to folders
    • Assign edit access to folders
    • Assign view access to calendar
    • Assign edit access to calendar
    • Remove members from Channel

Hide and unhide Channel

Hide a Channel

1. Navigate to the Channel you want to hide
2. Click the three dots (...) next to the people icon in the top-right corner of a Channel
3. Select " Hide Channel"

Unhide a Channel

1. Navigate to the Channel you want to unhide
2. Click the three dots (...) next to the people icon in the top-right corner of a Channel
3. Select " Unhide Channel"

Leave a Channel

To leave a Channel:

1. Locate the Channel you want to leave
2. Click the three dots (...) next to the people icon in the top-right corner of a Channel
3. Select " Leave Channel" from the menu that appears

Members page for “Invite only” Channels

These Channels will not have a page called "Requests" and instead will have an overview of Channel members, roles, folder, and calendar access (if applicable).

Members page for “Ask to join” Channels

These Channels will have a tab within the members page called " Requests." Here, you can find requests from users who are asking to join the Channel.

FAQ

What are the user permissions by default when a user joins a Channel?

They will inherit view only permissions for the Channel folder and Channel calendar.

How does the member count for a channel work? Does it just count individual users, or does it include groups as well?

The member count includes both individual users and members of groups shared with the Channel. When you add a group, each member within that group is counted individually. So, adding a group with 10 members will increase the channel's member count by 10, not just 1 for the group itself.

Troubleshooting

Why is the option to edit calendar access grayed out?

The option to edit calendar access might be grayed out because only the Channel owner can manage sharing settings for calendars within that channel. This is because:

• Google Calendars can only have one owner/administrator who controls sharing permissions
• In Happeo, the owner of a Channel is responsible for managing access to any calendar shared within that Channel

Why is there no folder or calendar option in the members navigation?

The “File” and/or “Calendar” options may not be enabled for the Channel. To access them, you'll need to enable them in the Channel settings.