Back
10 min read
February 19, 2025

Managing Members and Roles

Learn how to create spaces, manage memberships, and request access to spaces in Pivot.

Spaces are the backbone of collaboration in Pivot, offering flexible environments for teams, communities, and projects. Managing members and roles is key to maintaining an organized and productive space. Below, we outline the processes for creating and accessing spaces, managing memberships, and utilizing space actions and analytics.

Creating a Space

1

Select **Create new space**

Click Create new space on the sidebar menu.
Creating a Space - Step 1

2

Fill in the space information

Enter the required details and click Next: - Choose an organization. - Select the type of space: community, course, knowledge, project, team, or other. - If Other is selected, provide a custom type. - Add an icon, name, description, and tags.

Creating a Space - Step 2

3

Add a cover photo

Upload a cover photo and click Next.
Creating a Space - Step 3

4

Choose a template or skip

Select a template for your space or skip this step, then click Next.

Creating a Space - Step 4

5

Add members to the space

Invite members to join the space, then click Next.
Creating a Space - Step 5

Accessing Spaces

1

Check your account

Ensure you are logged into the correct organization account.
2

Contact the space owner

Request access directly from the space owner.
No Access to Space

Requesting access to a space

1

Click send an access request

If you are an organization member, have the shared link, or the space allows public requests, click Send an access request.

Requesting Access to Space - Step 1

2

Write a message and send request

Write a message (optional) and click Send request.
Requesting Access to Space - Step 2

Joining a space directly

1

Click join space

If the space settings allow direct joining, click the Join space button to access it.

Joining a Space with Access

Managing Space Members

In the Members tab of the space settings, you can view, manage, and organize members based on roles, status, and membership tiers.

  • Add new members: Invite users and manage their access.
  • Assign roles: Define permissions based on team needs.
  • Remove members: Manage team structure effectively.

Add New Member

Managing Groups in Spaces

The Groups tab provides a structured way to organize members into teams. Each group includes: - Group name: The designated name for the group (e.g., Courses). - Roles: Assigned permissions within the group. - Member since: Date members joined the group. - Members: Visual representation of members through avatars.

Groups

1

Create a new group

Click the Add new group button to create and manage groups within the space.

Add New Group

Managing Space Access Requests

The Requests tab allows space admins to review and manage incoming access requests. Each request includes: - Name: The requester’s name or email address. - Request Sent: The date and time of submission. - Message: Optional message provided by the requester. Admin actions:

  • Accept: Grant access. - Decline: Deny access.

Access Requests

Managing Invites

The Invites tab in space settings displays pending invitations. Each row shows:

  • Name: The invited member’s name or email.
  • Invite sent: The date the invite was issued.
  • Role: The role assigned upon joining.
  • Message: Any custom invite message.

Admin actions:

  • Resend invites: Click the refresh icon.
  • Edit or remove invites: Click the three dots next to a pending invite.

Manage Invites

Creating a Space Role

1

Open **Create new role**

The Create new role window allows you to define specific permissions for space members.

Create Role

Was this guide helpful?