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Members

Updated over a week ago

The Instant users that have access to a site are called its members. Admins can invite new members and manage existing ones to collaborate on building and managing your store.

Overview

Members can work together on your Instant site with different permission levels.

Member Roles

Role

Permissions

Editor

Work in the builder, but cannot change site settings or member roles

Admin

Work in the builder, change site settings, and manage member roles

Owner

Full control including transferring ownership

Note: Admins cannot change the ownership of a site or the owner's role.

Inviting New Members

Only Admins can invite new members to a site.

Invite Users

  1. On your Instant dashboard, click the three dots icon for your site

  2. Select Site settings

  3. On the left, select Members

  4. Click Invite

  5. Enter the email addresses of the people you want to invite

  6. Select their intended role from the dropdown

  7. Click Invite members

Invitation Status

Invitee Type

What Happens

Existing Instant user

Receives email to accept invitation

New to Instant

Receives email to join Instant and become a member

Invitees appear with an "Invite pending" badge until they accept your invitation.

Resend Invitations

  1. On your Instant dashboard, click the three dots icon for your site

  2. Select Site settings

  3. On the left, select Members

  4. Click the role you've selected for an invitee

  5. Select Resend invite from the dropdown

Managing Members

Owners and Admins can change roles or remove members from a site.

Change Roles

  1. On your Instant dashboard, click the three dots icon for your site

  2. Select Site settings

  3. On the left, select Members

  4. Click the member's current role

  5. Select a new role from the dropdown

Remove Members

  1. On your Instant dashboard, click the three dots icon for your site

  2. Select Site settings

  3. On the left, select Members

  4. Click the member's current role

  5. Click Remove from site

Quick Reference

Task

Action

Access members

Dashboard → Three dots → Site settings → Members

Invite member

Members → Invite → Enter email → Select role → Invite members

Resend invite

Members → Click pending role → Resend invite

Change role

Members → Click current role → Select new role

Remove member

Members → Click current role → Remove from site

Role Comparison

Capability

Editor

Admin

Owner

Work in builder

Change site settings

Manage member roles

Transfer ownership

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