Membership

Members

Members are Eddy users who hold an Organization role (owner, admin, or member). They appear on the Organization Members screen and can open workspaces they have access to.

Inviting a Member

From the Organization or workspace side navigation, open Members:

1. Click Invite Member
2. Enter their email address
3. Optionally add a comment for the invite email
4. Send the invitation

Track pending invites on the Invitations tab. When they accept, they join with the role you set (within what your own role allows).

For a first-run walkthrough with screenshots, see Getting Started → Inviting a Member.

Removing a Member

Owners and admins (where permitted) can remove a Member from the Organization. That:

• Ends their Organization and workspace access
• Ends Session access that depended on that membership

It does not delete their Eddy account. They can still sign in, keep other Organizations, and keep any participation that was not tied to this Organization's membership.

Guests and external participants

Many Maps involve people outside the Organization — applicants, clients, partners, students. Those people usually join through a start link as Guests (external participants), not as Members.

• They need an Eddy account to participate in a Session
• They are not listed as Organization Members
• They get access to the Session stages assigned to their Map Role for that Session

Configure self-service vs fixed Member assignment when you create the start link. See Roles → Self-service start links.

Contacts

When an external person participates in a Session, Eddy creates a Contact record for them in the Organization. A Contact is not a Member. The record does not grant access to the Organization or its workspaces.

Related

• Permissions and Policies