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Editing Workspace Members

Updated over a month ago

As a Workspace Admin you are able to modify each members auth type, account type, and role. You are also able to edit and deactivate members as well.


How To Edit Workspace Members

NOTE: You cannot edit guest accounts, you can only deactivate or activate them.

To edit a member, this needs to be done from the Members section of your workspace settings.

Once in MindStaq, click on your profile picture in the top left corner, then choose Settings.

In the settings menu, click on your workspace name, then click on Members in the side navigation. Below is a screenshot of the Members section.

To edit a specific member, find their name from the list or search for them using the search bar in the top right corner.

NOTE: The list is not sorted alphabetically. There is not currently a way to sort this list, however this is on the feature enhancement list for a future update.

Once the member is found that you would like to edit, click the Edit button from the Action column.

Once you have clicked the Edit button, you will have 3 options that you are able to edit (Auth Type, Member Type and Role).

To select an option, please click on the box that you would like to edit and select your option. Make sure you click Save before leaving this screen so these changes stick.

NOTE: You can edit multiple members are the same time, but if you do this make sure you click Save for each member that you edited or you will lose your changes.

Auth Type: this is the members authentication method when they sign into MindStaq. You will have 2 options to choose from (MS Auth and MindStaq Auth)

Type: this is the type of account this member has. You will have 2 types to choose from (Admin or Member).

Role: this is the members role in your Workspace. You will have 2 options to choose from (PMO or None)

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