Here we describe everything your need to know to properly manage your workspace members
Member management page
Navigate to your 'Members' tab under Workspace settings.
From here you can see every user in your workspace, including additional details like their role (admin or member), what type of seat they are on (paid or free), and their status within the workspace.
Invite a user
Select '+ Invite members' from the top right corner of the member management page
A pop-up will appear where you can enter the email addresses of people you'd like to invite. You can also share the workspace link with multiple team members at once. Additionally, you can choose whether to assign them a paid seat or free viewer access, and optionally add them to a team.
From here, members can accept the invitation from their email or by clicking the link, and join the workspace!
Upgrade a user
Upgrade a user from a free to a paid seat by selecting the drop down arrow next to the current plan name on their corresponding row.
Then select the seat status you would like to upgrade that user to!
In this example, our workspace had additional seats not being used, so it just applied the unallocated seat to this user
You can always check how many seats you have remaining by viewing the "Paid seats:" section at the top of the page
If you preform this upgrade and you have 0 seats remaining, it will then charge the credit card associated with the workspace to process the upgrade
Downgrade a User
To downgrade a user, preform the same steps as above, but instead select "Free" for the seat type instead of one of the paid options. This will downgrade the user to a free viewer seat.
Then you will see the user is on a "Free viewer" seat when you view their row
The unoccupied paid seat remains available until the end of the current billing cycle and will be removed at renewal if not reassigned.
Note: Free users are unable to record or upload meetings on Grain.
Delete a member from the workspace
When you change a user's status from "Active" to "Deactivate" it will start the process of disabling that user from the workspace
Once "Deactivate" is selected, you will then be prompted to transfer that deactivated users recordings to an active account in your workspace — If recordings are not transferred during the deactivation process, they will be permanently deleted and cannot be recovered. Please make sure to transfer any necessary recordings to another member to prevent loss.
From here you can chose what meetings, if any, to transfer and who the recipient will be!
Once you make a selection and press the "Deactivate" button in red, the user will be deactivated.