Managing Members
Collaborate with your team by inviting members to your organization and managing their access.
Inviting Members
Section titled “Inviting Members”How to Invite
Section titled “How to Invite”- Go to your Organization dashboard
- Navigate to the Members section
- Click Add Member
- Enter the member’s email address
- Select a role for the new member
- Click Invite
What Happens Next
Section titled “What Happens Next”- The invited person receives an email notification
- They sign in or create a DailyPlay account
- They’re automatically added to your organization
- They can access organization resources based on their role
:::note[Pending Invitations] Invited members who haven’t signed up yet will appear as pending. They’ll be added once they create an account with that email address. :::
Viewing Members
Section titled “Viewing Members”The Members section shows all team members with:
| Column | Description |
|---|---|
| Name | Member’s display name |
| Their email address | |
| Role | Current role (Owner, Admin, etc.) |
| Status | Active or Pending |
| Joined | When they joined the organization |
Changing Roles
Section titled “Changing Roles”Organization admins and owners can change member roles:
- Find the member in the list
- Click on their current role
- Select a new role from the dropdown
- Confirm the change
Role Change Rules
Section titled “Role Change Rules”- You can only assign roles equal to or lower than your own
- Owners can assign any role, including Admin
- Admins cannot promote someone to Owner
- You cannot change your own role (except Owners stepping down)
Removing Members
Section titled “Removing Members”To remove a member from the organization:
- Find the member in the list
- Click the Remove button (trash icon)
- Confirm the removal
What Happens When Removed
Section titled “What Happens When Removed”- They immediately lose access to the organization
- Games they created remain in the organization
- Their personal account is not affected
- They can be re-invited later if needed
:::caution[Owner Removal] Organizations must have at least one Owner. You cannot remove the last Owner without transferring ownership first. :::
Transferring Ownership
Section titled “Transferring Ownership”To transfer ownership to another member:
- Promote the new owner to Admin first (if not already)
- Contact DailyPlay support for ownership transfer
- Or: Have the new owner create a new organization and migrate content
:::note[Coming Soon] Self-service ownership transfer will be available in a future update. :::
Member Limits
Section titled “Member Limits”| Plan | Member Limit |
|---|---|
| Free | Up to 5 |
| Pro | Unlimited |
Best Practices
Section titled “Best Practices”Invite Strategically
Section titled “Invite Strategically”- Only invite people who need access
- Use the minimum role required for their tasks
- Review member list periodically
Role Assignment
Section titled “Role Assignment”| Team Member Type | Recommended Role |
|---|---|
| Founder/CEO | Owner |
| Marketing Manager | Admin |
| Content Creator | Editor |
| Data Analyst | Analyst |
| External Stakeholder | Viewer |
Security
Section titled “Security”- Remove members promptly when they leave your team
- Review roles quarterly
- Use Editor role for contractors instead of Admin
Troubleshooting
Section titled “Troubleshooting”Member not receiving invitation
Section titled “Member not receiving invitation”- Check they’re using the correct email
- Ask them to check spam/junk folders
- Re-send the invitation
Can’t change someone’s role
Section titled “Can’t change someone’s role”- Verify you have Admin or Owner permissions
- You cannot assign a role higher than your own
- Check if they’re the last Owner
Member can’t access resources
Section titled “Member can’t access resources”- Confirm they accepted the invitation
- Verify their role has the necessary permissions
- Check if they’re viewing the correct organization
Next Steps
Section titled “Next Steps”- Learn about Roles & Permissions
- Set up Vouchers for your team