Members and invitations
Bring your team in – with the right role for everyone. A Shared Workspace has members. Everything in the Workspace – Conversations open to all members, the Library, the Knowledge base and the rules – is available to them.
ancoreMindQlik ConsultantOn this page you learn:
- which role can do what,
- how to invite colleagues and accept an invitation,
- how to change roles, remove members and hand over a Workspace.
How it works
The Owner or an Admin of a Shared Workspace invites colleagues – by the email address of their ancoreCloud account, or by picking a colleague they already share a Workspace with. Invited people see the invitation the next time they open ancoreMind. Each member gets a role: Admin or Member.
Details
Roles
| Role | Can |
|---|---|
| Owner | Everything an Admin can, and: change roles, remove Admins, archive, restore and delete the Workspace, and transfer the ownership. Each Workspace has exactly one Owner. |
| Admin | Invite people and remove Members. Rename the Workspace. Manage the files and folders of the Workspace, also files of others (rename, move, archive, delete). Change the Workspace and app rules in the Rulebook, import rules files and change the team's translations. Rename and archive Conversations that are open to all members. |
| Member | Take part in Conversations, create Conversations, add and use files. Read the Workspace and app rules, and change the rules of conversations they take part in. |
Invite people
The Owner and the Admins of a Workspace can invite. Members see Only the Workspace owner or an Admin can invite additional people.
Open Members
Open the Shared Workspace, then Workspace › Members – or select the member count in the bottom bar of the chat.
Invite members
Select Invite members. ancoreMind asks Who do you want to add?
Choice When to use it Any ancoreMind user Enter the exact email address of the person's ancoreCloud account and select Send invitation. A colleague from your workspaces Search by name or email among the people you already share a Workspace with and who use this Qlik app, and select Add member. If nobody qualifies, ancoreMind says so and offers Invite by email. Send invitation
Both choices send an invitation. The person appears under Invitations sent until they respond – with Resend and Revoke… in the menu ⋮. An invitation is valid for 14 days.
- The person must already have an ancoreCloud account. If a colleague has never used ancoreMind, ask them to sign in once first – see Sign in.
- ancoreMind does not send an invitation mail. The invited person sees the invitation the next time they open ancoreMind – let them know.
Accept an invitation
When you are invited, the bottom bar of your chat shows You have a Workspace invitation · Review. Select it – or open Workspace › Members, where it waits under Pending invitations – and choose Accept or Decline. After you accept, the Workspace appears in your Workspace list.
Change roles and remove members
Open Workspace › Members. The Owner chooses the role of each member (Admin or Member). Remove from workspace… in the menu ⋮ of a member takes them out – the Owner can remove anyone, an Admin can remove Members. A removed member no longer sees the Workspace and its content. The Owner cannot be removed.
Under Conversation access, Edit members changes who takes part in a Conversation with selected members; Leave conversation… next to your own name takes you out of it.
Transfer ownership
As the Owner, open the menu of the Workspace in the Workspace list and choose Transfer workspace ownership. Choose an active member as the new Owner and select Confirm ownership transfer. You stay in the Workspace as an Admin.
To leave a Workspace you own, transfer the ownership first. When you delete your account, ancoreMind asks you to transfer or delete the Workspaces you own.