# Inviting Members and Granting Permissions

Say a new merchandiser (MD), Dahee Park, has joined your online clothing store, "Cozy Closet." Before Dahee can register her first product, she first has to be inside the "Cozy Closet" workspace, and it also has to be decided what she is allowed to do. This page walks through the three tasks the operator in charge of that setup handles, in order: inviting a new colleague in, granting or changing their role, and cleaning up access for someone who has left, such as a freelance writer whose contract has ended.

What *Organization* and *Space* are is covered in [Organizations and Spaces](/getting-started/core-concepts/access-and-permissions/organization-and-space.md), and how a role decides permissions is covered in [Roles and Permissions](/getting-started/core-concepts/access-and-permissions/role-and-permissions.md). This page builds on those concepts and only lays out the order of the tasks in the management screens.

## Inviting happens in two steps {#invitation-has-two-steps}

Because there are two places a colleague joins, the *Organization* and the *Space*, bringing in a new colleague also splits into two steps.

| Step | What you do | When it takes effect |
|---|---|---|
| 1. Invite to the *Organization* | Invite your colleague by their email address | They are registered as a member the instant you invite them. There is no separate acceptance step |
| 2. Add to the *Space* | Add the colleague who has joined the *Organization* as a *Space* member and set their role | They can access the *Space* the instant you add them |

Step 1 always comes first. Someone who is not an *Organization* member cannot be added to a *Space*. If Dahee is already in the *Organization*, you can skip Step 1 and do only Step 2.

## Step 1: Invite by email to the Organization {#invite-to-organization}

You invite someone to an *Organization* by their email address. You can invite someone even if they do not yet have a WEEGLOO account, so if Dahee only has a company email set up, you can invite her right away. Inviting and managing members can be done by an *Organization* *Owner* or *Admin*.

You open the *Organization*'s member management screen by clicking the *Organization* name at the top left of the content studio, then choosing **Memberships** in the left menu.

![The Organization Memberships screen. weegloo snow (Owner) and the invited dahee.park@example.com (Organization Role: Member) are shown, with dahee.park@example.com in a PENDING state, and an Invite button at the top right](/_img/en-US/operations/team/images/inviting-members-01-org-list.webp)

1. Click the *Organization* name at the top left of the content studio to enter the *Organization* screen.
2. In the left menu, click **Memberships**.
3. At the top right, click the **Invite** button.
4. In the **Email(s)** field, enter `dahee.park@example.com`.
5. Under **Choose an Organization Role**, choose *Member*. (*Member* is selected by default.)
6. Click the **Invite** button again at the top right to send the invitation.

![The Member invitation screen. An example email is entered in the email field, with a place to choose the Organization Role among Member (default), Admin, and Owner, and a section for adding them to a Space](/_img/en-US/operations/team/images/inviting-members-02-org-invite.webp)

Once you finish inviting, the following happens.

- Dahee becomes an *Organization* member right away, without having to click any acceptance button.
- An invitation email is sent to `dahee.park@example.com`. If she has never logged in with a WEEGLOO account before, she starts using it from the moment she follows that email and logs in for the first time. Until that first login, she is shown with a *PENDING* badge in the member list.

> What each *Organization* role (*Owner*, *Admin*, *Member*) can do is covered in [Organizations and Spaces](/getting-started/core-concepts/access-and-permissions/organization-and-space.md#members-join-only-by-invitation).

## Step 2: Add to the Space and set a role {#add-to-space}

Now that Dahee is an *Organization* member, it is time to assign her to the shopping mall *Space* where she will actually work with products. You manage a *Space*'s members on the "Memberships" screen in the *Space* settings.

Unlike Step 1, this step does not ask you to enter an email. When you pick a person from among the *Organization* members and add them, that person can access the *Space* the moment you add them. Anyone who is not an *Organization* member cannot be picked on this screen. The notice on the right of the screen also says, "To add members to this Space, they must already be Organization Members. Invite new members from the Organization Memberships page."

![The Memberships screen in the shopping mall Space settings. The member weegloo snow (Space Role: Administrator) is shown, with an Add button at the top right, and on the right a notice reading "To add members to this Space, they must already be Organization Members. Invite new members from the Organization Memberships page." along with an Organization Memberships link](/_img/en-US/operations/team/images/inviting-members-03-space-list.webp)

1. In the left menu of the shopping mall *Space* settings, click **Memberships** under **Settings & Management**.
2. At the top right, click the **Add** button.
3. In the search field of the **Select Members** screen, find Dahee (`dahee.park@example.com`) among the *Organization* members, and click the **+** button next to her to choose her.

![The Add Members to Space dialog. On the Select Members screen you can search for a Member within the Organization, and dahee.park@example.com is shown as a choice](/_img/en-US/operations/team/images/inviting-members-04-space-add.webp)

4. Click the **Assign Roles To Selected Members** button.
5. Under **Select a Space Role**, choose `Product Editor`.
6. Click the **Add Selected Members** button to finish.

![The Add Members to Space dialog. It moves to the screen for choosing the role to assign to Dahee, showing a dropdown for selecting a Space Role and a button to add the member](/_img/en-US/operations/team/images/inviting-members-05-role-assign.webp)

Once you finish adding, the following happens.

- Dahee can enter the shopping mall *Space* and start working right away.
- A notification email that she has been added to the *Space* is sent to Dahee's email.
- Two default *View*s that gather only her own work ("Created by me" and "Updated by me") are created automatically in Dahee's *Content* list. How to use these *View*s is covered in [Finding the content you need](/operations/content/finding-content.md#views-created-updated-by-me).

Someone who is already a member of this *Space* is not added again. The same person never enters as a member twice.

### Choosing which role to grant {#choosing-a-role}

A role (*SpaceRole*) is a bundle of permissions that decides what a person can do in this *Space*. Dahee's job is to register and edit products, so the "Product Editor" role created in [Roles and Permissions](/getting-started/core-concepts/access-and-permissions/role-and-permissions.md#creating-the-product-editor-role) is a good fit. Rather than starting someone off with a role that can do everything, it is easier to manage if you start with a role that covers just what the current job needs and change it as their work grows.

You can attach up to three roles to a single member. For a colleague who handles both product registration and photo management, you would give both roles together. What a member with several roles can do is covered in [Roles and Permissions](/getting-started/core-concepts/access-and-permissions/role-and-permissions.md#giving-the-role-you-made-to-a-colleague).

## Changing roles as work changes {#changing-roles}

A role is not set once when you add someone and left that way forever. If, a few months later, Dahee takes on publishing products as well, you can change her role on the "Memberships" screen in the shopping mall *Space* settings.

1. In the member list on the "Memberships" screen, click the **⋮** (more) button at the far right of Dahee's row.
2. Click **Change Role**.
3. Choose the new role and save.

![The Memberships screen with the more menu opened on a member's row, showing the items to change the role and to remove the member from the Space](/_img/en-US/operations/team/images/inviting-members-06-member-menu.webp)

## Cleaning up access for people who have left {#removing-members}

Say your contract with Haneul Lee (`haneul.lee@example.com`), the freelance photographer who handled product photos, has ended. If someone stays a member after their contract ends, they can keep accessing the *Space*'s content, so you clean up people who have left from the member list.

1. In the left menu of the shopping mall *Space* settings, click **Memberships** under **Settings & Management**.
2. In the member list, click the **⋮** (more) button at the far right of Haneul's row (`haneul.lee@example.com`).
3. Click **Remove from this Space**.

**Remove from this Space** sits in the same **⋮** (more) menu as **Change Role**. Once you remove them, the following happens.

- Haneul's access to this *Space* is revoked.
- A notice email that he has been removed from membership is sent to Haneul's email.

What this procedure cleans up is access to this *Space*. Removing someone from the *Organization* itself is done separately on the *Organization*'s "Memberships" screen.

## What to do next {#what-to-do-next}

- [Roles and Permissions](/getting-started/core-concepts/access-and-permissions/role-and-permissions.md): Covers how to build a role such as "Product Editor" to give to a colleague.
- [Organizations and Spaces](/getting-started/core-concepts/access-and-permissions/organization-and-space.md): Covers the two places a colleague joins, the concepts of *Organization* and *Space*, and *Organization* roles.
- [Finding the content you need](/operations/content/finding-content.md): Covers how a colleague who has joined can use the default *View*s to see only their own work.