Handbook X Coordinator WebUI Manual

6.6 Member Management

This section explains how to manage workgroup members.

Member List

When you select a workgroup, the member list is displayed.

Display Items

Item Description
Account Name User's email address
Last Name User's last name
First Name User's first name
Sharing Privilege Sharing privilege within the workgroup (Owner/Manage sharing privilege/With sharing privilege/No sharing privilege)
State Member's status (Active/Inviting/Expired, etc.)
Platform Platform last accessed from
Enabled Device IDs Allowed device IDs when device restriction is enabled

About Sharing Privileges

Sharing privilege indicates the permission level for sharing books within the workgroup.

Sharing Privilege Description
Owner Workgroup owner. Has all management and sharing privileges
Manage sharing privilege Can manage book sharing settings. Can add, modify, and remove shares
With sharing privilege Can share books. Cannot manage sharing settings
No sharing privilege Cannot share books. Can only view shared books

Note: Sharing privilege is different from book creation/editing permission. Users with "No sharing privilege" may still be able to create and edit books.

Difference Between Sharing Privilege and Account Permission (Dedicated Server Version)

In the dedicated server version, there are two distinct permission systems: Sharing Privilege and Account Permission.

Item Sharing Privilege Account Permission
Configuration Location Workgroup Member Management Accounts Tab
Scope Within each workgroup Entire organization
Purpose Book sharing permission management System feature access
Values Owner/Manage sharing privilege/With sharing privilege/No sharing privilege Owner/Admin/Normal/NoEx/Reader

These are independent concepts, and the same user can have different levels of permissions.

Example: A user with "Normal" account permission can act as "Manage sharing privilege" in a specific workgroup.

For details, see "About Account Permission and Sharing Privilege" in 7. Accounts (Dedicated Server).

Member Status

Status Description
(Blank) Active (normally joined)
Waiting for confirmation Invitation email sent, not yet accepted
Invitation code has Expired Invitation has expired
Waiting for confirmation Join request sent, not yet approved
Not Invited Account is disabled

Checking Member Count

For owned workgroups, a summary of member counts is displayed at the top of the screen:

6.6.1 Inviting Members

Inviting in Cloud Version

  1. Click the Invite button
  2. The Invite dialog appears
  3. Enter the following information:
Item Required Description
Email Address Email address of the user to invite
Sharing Privilege Sharing privilege to assign (Manage sharing privilege/With sharing privilege/No sharing privilege)
  1. Click the Invite button
  2. An invitation email is sent

Adding Members in Dedicated Server Version

  1. Click the Add button
  2. The Add Member dialog appears
  3. Select the user to add
  4. Set the sharing privilege
  5. Click the Add button

Bulk Inviting Multiple Members

  1. Click the Send Invitation Email button
  2. The Bulk Invite dialog appears
  3. Select users to invite (those with Inviting/Expired status)
  4. Click the Send button

6.6.2 Resending and Canceling Invitations

Resending Invitations

If an invitation has not been accepted or has expired, you can resend it.

  1. Click the Resend button for the target user in the member list
  2. Click Resend in the confirmation dialog
  3. A new invitation email is sent

Canceling Invitations

To cancel an invitation:

  1. Click the Cancel Invite button for the target user in the member list
  2. Click Cancel in the confirmation dialog
  3. The invitation is canceled

Note: Canceled invitation links become invalid.

6.6.3 Approving and Rejecting Join Requests

When you receive a join request for a public workgroup:

Approving Join Requests

  1. Check users with "Waiting for confirmation" status in the member list
  2. Click the Approve button
  3. The user joins the workgroup

Rejecting Join Requests

  1. Check users with "Waiting for confirmation" status in the member list
  2. Click the Reject button
  3. The join request is rejected

6.6.4 Changing Member Sharing Privileges

To change a member's sharing privilege:

  1. Click the Sharing Privilege of the target user in the member list
  2. A sharing privilege selection dropdown appears
  3. Select a new sharing privilege:
  4. Manage sharing privilege: Can manage book sharing settings
  5. With sharing privilege: Can share books
  6. No sharing privilege: Cannot share books
  7. The sharing privilege is changed

Note: The owner's sharing privilege cannot be changed.

Operations by Sharing Privilege

Operation Owner Manage sharing privilege With sharing privilege No sharing privilege
View books
Create/edit books -
Remove books △* -
Manage sharing settings - -
Group management - -
Invite members - -
Change sharing privileges - -
Workgroup settings - - -
Delete workgroup - - -

*△: Only books they created

6.6.5 Removing Members

To remove a member from the workgroup:

  1. Click the Remove button (Delete) for the target user in the member list
  2. A confirmation dialog appears
  3. Click the Remove button

Note: Removing a member prevents them from accessing the workgroup.

Note: The owner cannot be removed.

Impact of Removal

6.6.6 Changing Member Status

You can bulk change member status.

  1. Click the Change Status button
  2. The Change Status dialog appears
  3. Select target members
  4. Select a new status:
  5. Enable: Enable the account
  6. Disable: Disable the account
  7. Click the Change button

Disabled Members

Searching and Filtering Members

Searching Members

Enter keywords in the search box to search for members.

Search targets: - Account Name (email address) - Last Name - First Name

Filtering by Sharing Privilege

  1. Click the filter icon in the Sharing Privilege column
  2. Select sharing privileges to display
  3. Only members with selected sharing privileges are shown

Filtering by Status

  1. Click the filter icon in the State column
  2. Select statuses to display
  3. Only members with selected statuses are shown

Editing Members (Dedicated Server Version)

In the dedicated server version, you can edit detailed member information.

  1. Click the Edit button (Edit) for the target user in the member list
  2. The Edit Member dialog appears
  3. Modify the information:
  4. Last Name/First Name
  5. Sharing Privilege
  6. Click the Save button

← Previous: 6. Workgroup | Next: 7. Accounts →