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Manage members

Invite and manage members of your team.

Manage members

Overview

You can manually invite, suspend, and promote/demote members to admin roles from the Community members settings page.

Basics

Manage members under Settings > Community > Members. The community members page should not be confused with CRM page that is part of the premium features and allows you to filter all the members in your community by different properties.

Invite members

Go to the Settings > Community > Members to invite members to your community. You can do this either by sending an invite to their email or by sharing the invite link straight with the people you would like to invite

Private communities

For private communities, anyone joining needs to do this by invite. You can generate it either like described above, or straight from the sidebar by clicking the community menu. If you would like to make your community private, you might do this from Settings > Community > Security.

Roles

On Zealy there are 4 different levels roles with different access:

  • Admin: full permission to manage community settings
  • Editor: access to configure quests, sprints, members and see all pages.
  • Reviewers: claim quests and review others (not themselves).
  • Guests: claim quests
role permissions

Removing members

If your community is private you can remove members from the community from the CRM or the members settings by changing their role. If not, you can ban the user from their profile. All banned users can be found on by changing the filters from "All active" to "Banned" on the members settings page.

FAQ


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