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.
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.
Select a template for your space or skip this step, then click Next.
If you are an organization member, have the shared link, or the space allows public requests, click Send an access request.
If the space settings allow direct joining, click the Join space button to access it.
In the Members tab of the space settings, you can view, manage, and organize members based on roles, status, and membership tiers.
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.
Click the Add new group button to create and manage groups within the space.
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:
The Invites tab in space settings displays pending invitations. Each row shows:
Admin actions:
The Create new role window allows you to define specific permissions for space members.
Was this guide helpful?