Contents
Member Management
1. Open the workspace. Click your profile image→[Settings]→[Members].
2. Click [Invite Members] to invite new members to join the workspace.
Method 1: Manual Email Invite
Enter the email address of the member you want to invite, select user permission, and click [Send invitations] to send an invitation email. You can also paste multiple email addresses at once. Make sure to choose the appropriate link expiration for your needs.
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Admins: People who have access to workspace settings and invite new members to join the workspace.
Tips: We recommend assigning department leaders as Admins to have them responsible for inviting and managing members within their departments, thereby reducing the workload for the Owner. -
Members: People on your team who can create and edit files, but not edit settings.
Method 2: Bulk Email Invite
Download and edite the template. Import the table to send invites in bulk. Make sure to choose the appropriate link expiration for your needs.
When filling out the template, please follow the required format for successful invitations.
■ Do not delete the column headers.
■ Edit the Email address, Role, and Groups starting from the second line.
■ Confim that each Email address is valid and accurate.
■ The member role can be left blank or set to either Member or Admin.
■ The group can be left blank.
■ To ensure upload quality, invite no more than 10,000 members at a time.
3. Invited members will receive an email invitation with a link to join the workspace. Open the email and click [Join now]. They can sign in with their existing Notta account or create a new one.
5. On the Members page, you can view the status of invited members. After joining the workspace successfully, this member's status will change from [Pendling] to [Active].
You have the option to cancel invitation or remove joined members.
Group Management
In order to streamline permission allocation, we recommend creating a group for members belonging to the same department. This way, you can easily assign permissions by selecting the entire group.
1. Open the workspace. Click your profile image→[Settings]→[Members].
2. Switch to the Group page and click [Create a group].
3. Enter the group name (department name) and select the members(department members), then click [Create] to complete creation.
4. After creating a group, you have the ability to rename the group, delete the group, and add members to the group.
Department Folders
In order to organize and categorize departmental information, we recommend creating a separate folder for each department. This allows for better management and classification of departmental data. You can refer to this article for a comprehensive guide on file management operations.
- Enter the All Records page.
- Click [Create New Folder].
- Enter the folder name(department name) and select the corresponding department group.
- You can customize the folder's permissions.
- Click [Create] to successfully create the folder.