Managing Active Members
- Active Member
A member whose account on the Canvas Envision Portal is active.
Members are users with an account in the Canvas Envision Portal workspace to access and work in which they must be active. The system automatically activates new members upon accepting the invitation.
Members page
The Members page is a place in the Admin Area where you navigate and access all the members existing and active in the workspace for administering them. The page displays such members in the content table, where they are rows and their properties are columns. It also provides admin statics on these members on the board above the table. To view and manage the members, you can use the content table toolbar and action menu.
Accessing the Members page
To go to the members existing and active in the workspace:
Click the Admin area button on the Portal top bar.
In the Admin Area sidebar, click Members > Manage.
The system leads you to the Members page.
Members content table toolbar
The Members content table toolbar provides the following:
The Invite button to invite new members.
The Refresh button to refresh the existing active members in the content table.
The Sort drop-down list to sort the existing active members in the content table by a given column in ascending or descending order.
The Show drop-down list to show and hide table columns.
The Filter button to filter the existing active members in the content table against your criteria.
Members admin statistics board
Below the Members content table toolbar, there is the members admin statistics board, which displays the following counts for the Creators and Consumers:
Active members
Remaining invitations
Invitations in progress
The purchased number of members
Members content table columns
By default, the Members table displays only the following columns:
Name
Type
 | With the Show drop-down list, you can hide and show the following columns as you wish:
|
|---|
The Name column cannot be hidden. It empowers you with the management features for the members.
Member action menu
The Name column features the action menu with the following options for an active member:
View Member to view the member's properties on the Member page.
Edit Member to update the member's properties on the Member page.
Deactivate to deactivate the member.
Member page
The Member page is a place in the Admin Area where you administer a given existing active member. It provides the toolbar to manage the member and displays the member's properties in the corresponding fields. You can open the member in view or edit mode on this page.
Accessing the Member page
To go to the properties of a member existing and active in the workspace:
Open the member from the Members page content table for viewing or editing, as discussed in the corresponding sections below.
Member page toolbar
The Member page toolbar has the following buttons:
View: to switch the page with a given active member to view mode. This button is visible only in edit mode.
Edit: to switch the page with a given active member to edit mode. This button is visible only in view mode.
Member page fields and buttons
The Member page provides the properties of a displayed active member in the following fields:
Type: the member's type:
Consumer
Creator
Admin
First: the member's first name.
Last: the member's last name.
Username: the member's unique username in the system.
Email: the member's email address on which the member's account is registered.
Multi Factor Authentication (MFA): a toggle to turn on or off the two-factor authentication for the member. It is off by default. For details, see Managing two-factor authentication.
Teams: the teams where the member participates.
Viewing members
To view the properties of a member existing and active in the workspace:
In the Members page content table, go to the active member you want to view.
Click the View Member button from the member action menu. The system displays the active member's properties on the Member page.
Updating members
To update the properties of a member existing and active in the workspace:
In the Members page content table, go to the active member you want to update.
Click the Edit Member button from the member action menu.
The system opens the active member for editing on the Edit Member page.
If it is necessary to change the member's type, select the new type from the Type drop-down list.
If it is necessary to change the member's first name, enter the new one in the First field.
If it is necessary to change the member's last name, enter the new one in the Last field.
If it is necessary to turn on or off the two-factor authentication for the member, toggle the Multi Factor Authentication (MFA) switch.
If it is necessary to remove the member from a team, click the bin button on the right side of the team's field.
If it is necessary to add the member to a team, select the team from the Add a team drop-down list.
Click the Save member button.
The system saves your changes to the member and redirects you to the Members page.
Deactivating members
To deactivate an existing active member who should lose access to the workspace:
In the Members page content table, go to the active member you want to deactivate.
Click the Deactivate button from the member action menu.
The Deactivate dialog pops up and asks you to confirm the deactivation.
In the Deactivate pop-up dialog, click the Deactivate button. The member:
Is deactivated.
Cannot access the workspace anymore.
Disappears from the Members page content table.
Appears in the Deactivated Members page content table.
