Managing track members

To manage track members, click the Members button on the track:

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The Members panel lists all of a track’s members and shows each participant’s:

  • Name
  • Email Address
  • Avatar

Adding a member to a track

To add a new member to a track:

  1. From the members panel
  2. Click Add member ()
  3. Enter their email address
  4. Click Add

When you add members, they receive an email inviting them to the track. Individuals using CafeX need to sign up before they access your track. If necessary, the email prompts them to complete sign up before they continue.

Members of a track who are yet to sign up have (Waiting on Invitation) next to their name in the members list.

Setting the role of a track member

As a track administrator, to edit a track member’s role, use the Edit member button().

Member role permissions

After you add a member to a track, assign one of the following roles:

Role Track content Track membership Chat Live Session
Administrator View, add, remove, edit View, add, remove, edit Yes Yes
Collaborator View, add, remove, edit View Yes Yes
Viewer View View Yes Yes
Guest A guest is not a member of a track. A guest is someone you invite to join in a live session.  Guests only see the content of the live session.  Guests cannot see any of the track content, membership or chats, unless another member shares their screen content during the live session.

Important: Track administrators are not administrators of your tenancy.

In addition:

  • The creator of a track is the track owner by default.
  • The track creator is also a track administrator, by default.
  • Only track administrators delete the tracks they own.
  • You can assign more than one administrator to a track.
  • A track has one and only one track owner.

A tenant’s administrator can also manage tracks. See: Managing members’ tracks.

For information about how members interact with CafeX assistants, see: Using CafeX assistants.

Removing track members

As a track administrator, to remove a member from a track, use the Remove member button ().

Removing yourself from a track

Unless you are the only administrator on a track, to remove yourself from the track:

  1. Click Members
  2. Click Remove member ()
  3. Click Remove next to your list entry.
  4. Click Confirm

If you are the only track administrator, you have to assign someone else as an alternative administrator before you remove yourself from the track.

Adding members from another CafeX tenancy

When you invite a member from outside of your CafeX tenancy, your track appears on their menu. See: Viewing tracks from other organizations.

Transferring track ownership

A track owner can transfer ownership to another track member. See: Transferring ownership of a track.