Manage Members

This feature enables you to invite a member to a workspace in MoEngage and define each member’s level of access to the workspace.

View Members

To view members, perform the following steps:

1. On the left navigation menu in the MoEngage dashboard, click Settings > Account >Team management.
2. On the Team management page, you are on the Members tab by default.

On the Team management page, the data is displayed in a tabular format, with columns containing details related to each member.

Columns	Description
Member(s)	This specifies the name and email ID of the member.
Status	This specifies the member’s status, such as Joined, Pending, or Access revoked. The Pending status means the member has received an invitation but has not joined the workspace The Joined status means the member has received an invitation and joined the workspace The Access revoked status means the member’s access is revoked from the workspace
Role	This specifies the role of the member, such as Admin, Marketer, or Analyst.
Action	This enables admins to perform actions such as granting access, revoking access, or editing the role of a member.

Invite Members

• Members with the Create & Manage permission level in the Team Members component can invite other members to the workspace.
• You can add a maximum of 100 users to a single workspace.
• If a member is already part of a workspace, their role cannot be changed.
• You can assign roles in bulk to members without affecting the existing members.

To invite members to a workspace, perform the following steps:

1. On the Members tab, click + Invite Member in the upper-right corner. The Invite members pop-up window appears.
2. In the Email addresses box, type the email address of the member you want to invite.
   You can add multiple email addresses, separate them with a comma, and press Enter.

3. Click Next. The Invite members pop-up window is updated.
4. Under Assign Role and teams, enter the following details:

   Field	Description
   Member(s)	Edit the member’s name, which is populated based on the email address you added.
   Role	Select the role for an individual member.
   Edit role	Change the role of all members.

5. Click Invite.

Filter Members

You can filter the members in two ways:

Search Members

1. On the left navigation menu in the MoEngage dashboard, click Settings > Account >Team management. The Team management page appears.
2. In the Search members(s) box, type the name or email ID of the member.

Filter Members

1. Click the Filter members icon.
2. On the Filter dialog box, enter the following details:

   Field	Description
   Role	Select the role of the member.
   Status	Select the status of the member, such as Joined or Pending.

3. Click Apply.

Edit Individual Members

For each member you have invited to the workspace, you can perform the following tasks in the Action column.

• Edit a Member’s Role
• Revoke Access from a Member
• Grant Access to a Member
• Resend Invite to a Member
• Delete a Member

Edit a Member’s Role

The Edit role option is displayed for members whose status is Pending or Joined.

To edit a member’s role, perform the following steps:

1. On the Members tab, click the ellipsis icon adjacent to the member you want to edit under the Action column.
2. Click Edit role. The Edit role(s) pop-up window appears.
3. In the Select Role list, select the desired role.
4. Click Done.

The member role is now assigned successfully.

After the role change, the member will be automatically logged out of the dashboard.

Revoke a Member’s Access

• The Revoke access option is displayed for members whose status is Pending or Joined.
• When user access is revoked, any data created by that user, such as campaigns, reports, or segments, is not deleted from the system.

To revoke a member’s access to a workspace, perform the following steps:

1. On the Members tab, click the ellipsis icon adjacent to the member you want to revoke access from, under the Action column.
2. Click Revoke access. The Revoke access pop-up window appears, prompting for confirmation to revoke the member’s access.
3. Click Revoke.

The member’s access has been successfully revoked.

Grant Access to a Member

The Grant access is displayed for members whose status is Access revoked.

To grant a member access to a workspace, perform the following steps:

1. On the left navigation menu in the MoEngage dashboard, click Settings > Account > Team Management > Members.
2. On the Members tab, click the ellipsis icon adjacent to the member you want to grant access to, under the Action column.
3. Click Grant access.

The member’s access has been successfully granted.

Resend Invite to a Member

The Resend invite is displayed for members whose status is Pending.

To resend the invite to a member, perform the following steps:

1. On the Members tab, click the ellipsis icon adjacent to the member you want to reinvite, under the Action column.
2. Click Resend invite.

The invite has been successfully sent to the member.

Delete a Member

• The Delete user option is displayed for members whose status is Pending, Joined, or Access Revoked. Deleting a member permanently removes their profile from the workspace. Any data created by that user, such as campaigns, reports, or segments, remains in the system.
• You can delete a member only if they have a role with permissions less than or equal to your role. For example, only a user with the Admin role can delete another user with the Admin role.

To delete a member, perform the following steps:

1. On the Members tab, click the ellipsis icon adjacent to the member you want to delete, under the Action column.
2. Click Delete user.
   The **Delete User **pop-up window appears, prompting for confirmation to delete the member.
3. Click Delete. You deleted the member successfully.

Bulk Edit Members

This feature enables you to perform bulk edits for multiple users. The bulk edit actions available in the Action column vary based on the members’ statuses.

Members with the Same Status

When you select one or more members of the same status, you can perform the following bulk edits.

Status	Options	Description
Pending	Edit	This enables you to edit the role of any member.
	Resend invite	This enables you to invite the particular member to join the workspace again.
	Export Members	This enables you to export members in a CSV file format.
	Revoke access	This enables you to revoke the member’s access and remove the user from the account.
	Delete user	This enables you to permanently remove a member from the workspace.
Joined	Edit	This enables you to edit the role of any member.
	Export Members	This enables you to export members in a CSV file format.
	Revoke access	This enables you to revoke the member’s access and remove the user from the account.
	Delete user	This enables you to permanently remove a member from the workspace.
Access revoked	Grant access	This enables you to grant access to the members.
	Export Members	This enables you to export members in a CSV file format.
	Delete user	This enables you to permanently remove a member from the workspace.

Members with Different Statuses

When you select one or more members of different statuses, you can perform the following bulk edits.

Status	Options
Joined and Pending	Edit
	Export Members
	Revoke access
	Delete user
Joined and Access revoked	Edit
	Export Members
	Delete user
Pending and Access revoked	Edit
	Export Members
	Resend invite
	Delete user
All members on a page	Edit
	Export Members
	Resend invite
	Delete user

You can perform the following bulk edits on team members in the Action column:

• Edit Roles of Members
• Export Members
• Revoke Access
• Grant Access
• Resend Invite
• Delete Members

Edit Roles of Members

To bulk edit members, perform the following steps:

1. On the left navigation menu in the MoEngage dashboard, click Settings > Account > Team Management > Members.
2. On the Team management page, you will be in the Members tab by default.
3. Select the check boxes adjacent to one or more members that you want to bulk edit.
4. To view the list of selected members, turn the Show Selected toggle on.
5. Click the ellipsis icon, and then click Edit. The Edit Members pop-up window appears.
6. Click Edit Role and change the role for the members. The same role will be assigned to all members.
7. Click Done. The members are updated successfully.

Export Members

To bulk export members, perform the following steps:

1. On the left navigation menu in the MoEngage dashboard, click Settings > Account > Team Management > Members.
2. On the Team management page, by default, you will be in the Members tab.
3. Select the check boxes adjacent to one or more members that you want to bulk export.
4. To view the list of selected members, turn the Show Selected toggle on.
5. Click the ellipsis icon and then click Export members.
   The members’ list is successfully emailed to you in CSV file format.

Revoke Access

To perform bulk revoke access, perform the following steps:

1. On the left navigation menu in the MoEngage dashboard, click Settings > Account > Team Management > Members.
2. On the Team management page, by default, you will be in the Members tab.
3. Select the check boxes adjacent to one or more members for which you want to perform bulk revoke access.
4. To view the list of selected members, turn the Show Selected toggle on.
5. Click the ellipsis icon and then click Revoke access.
6. The Revoke access pop-up window will appear, prompting for confirmation to revoke the access of the members.
7. Click Revoke. The members’ access is now successfully revoked.

Grant Access

To perform bulk grant access, perform the following steps:

1. On the left navigation menu in the MoEngage dashboard, click Settings > Account > Team Management > Members.
2. On the Team management page, by default, you will be in the Members tab.
3. Select the check boxes adjacent to one or more members for which you want to perform bulk grant access.
4. To view the list of selected members, turn the Show Selected toggle on.
5. Click the ellipsis icon and then click Grant access.
   The members’ access is now successfully granted.

Resend Invite

The Resend invite is displayed for members whose status is Pending.

To bulk resend invites, perform the following steps:

1. On the left navigation menu in the MoEngage dashboard, click Settings > Account > Team Management > Members.
2. On the Team management page, by default, you will be in the Members tab.
3. Select the check boxes adjacent to one or more members for which you want to perform bulk resend invites.
4. To view the list of selected members, turn the Show Selected toggle on.
5. Click the ellipsis icon and then click Resend Invite.
   The members are re-invited successfully.

Delete Members

To bulk delete members, perform the following steps:

1. On the left navigation menu in the MoEngage dashboard, click Settings > Account > Team Management > Members.
2. On the Team management page, by default, you are on the Members tab by default.
3. Select the check boxes adjacent to one or more members whom you want to bulk delete.
4. To view the list of selected members, turn the Show Selected toggle on.
5. Click the ellipsis icon next to the Show Selected toggle, and then click Delete user. The **Delete User **pop-up window appears, prompting for confirmation to delete the members.
6. Click Delete. You deleted the members successfully.

FAQ

How to recover Admin access and assign it to a new user if the original Admin account is deactivated?
Suppose your organization’s sole admin account has been deactivated, and you no longer have access to it. In that case, you can still recover admin access and assign new admin privileges by following these steps:

• Contact your organization’s IT administrator or domain owner to temporarily reactivate and grant access to the email account of the workspace’s admin.
• Once the account is reactivated, use the Forgot Password option on the MoEngage login page to reset the password for that admin user account.
• After resetting the password, log in to the account and assign admin access to an existing user within your workspace or invite a new user with Admin access. This new admin will then have access to the MoEngage dashboard for that project.
• (Optional) Revoke the former admin’s access from the workspace.

To prevent similar issues in the future, MoEngage recommends assigning admin roles to at least two users. This ensures that if one admin leaves or becomes unavailable, the other can still manage the workspace and perform necessary administrative tasks.