Table of contents
To manage track members, click the Members button on the track:
The Members panel lists all of a track’s members and shows each participant’s:
- Email Address
To add a new member to a track:
- From the members panel
- Click Add member ()
- Enter their email address
- 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.
As a track administrator, to edit a track member’s role, use the Edit member button().
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|
|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.
- 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.
As a track administrator, to remove a member from a track, use the Remove member button ().
Unless you are the only administrator on a track, to remove yourself from the track:
- Click Members
- Click Remove member ()
- Click Remove next to your list entry.
- 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.
When you invite a member from outside of your CafeX tenancy, your track appears on their menu. See: Viewing tracks from other organizations.
A track owner can transfer ownership to another track member. See: Transferring ownership of a track.