🔗Managing Members

The Member Management feature in Aerie allows organizations to effectively handle team members by adding, inviting, and managing their roles and permissions. This functionality is crucial for maintaining organized and secure operations within the platform.

Adding and Inviting Members

To add a new member to the organization, navigate to the 'Members' section under the 'Operations' menu. Click on the '+ Invite' button, which opens the 'Invite Member' form. Enter the email address and name of the new member, then click 'Invite'. An invitation will be sent to the specified email address, allowing the new member to join the organization.

Member Profile Overview

The member profile page provides a comprehensive view of each member's information and activities. It includes sections for personal details, assets, clients, and more. Users can view and edit member details to ensure that all information is accurate and up-to-date.

Personal Details

This section includes basic information about the member, such as their name, email address, role within the organization, and last active date. It provides a quick overview of the member's status and activities.

Assets and Clients

The assets section shows all the digital assets managed by the member. It includes information on asset type, quantity, and other relevant details. The clients section lists all clients assigned to the member, allowing easy tracking and management of client relationships.

Managing Roles and Permissions

Aerie allows organizations to assign specific roles and permissions to each member. This feature ensures that members have the appropriate access levels to perform their tasks while maintaining security and control over sensitive information. To manage roles and permissions, navigate to the member profile page and click on the 'Edit' button. Update the member's role and permissions as necessary, and save the changes.

Member Activity Tracking

The activity section provides a detailed log of the member's actions within the platform. This feature helps organizations monitor member activities, ensuring accountability and transparency. Users can view the activity log to track tasks, updates, and other actions performed by the member.

Collaboration and Communication

Effective member management is essential for collaboration and communication within the organization. Aerie's member management feature supports seamless interaction between team members, facilitating efficient workflow and project management. By keeping all member-related information centralized and accessible, Aerie enhances team coordination and productivity.