Only Administrators can invite, remove, or change the workspace role of a member.
INVITE ONE MEMBER
1. Open the account menu and choose Settings.
2. Under Workspace settings, select Members.
3. Select Invite member.
4. Enter the person’s email address.
5. Optionally enter a Job Title, such as Municipal Clerk or City Manager.
6. Choose Administrator, Meeting Manager, or Participant.
7. Select Send invite.
The Job Title is shown on the member’s ClerkDirect profile. It does not control access. The invited person can change the supplied title while creating their account or later from their profile.
REVIEW OR REVOKE A PENDING INVITATION
Pending invitations appear below the member list with the recipient’s email address, Job Title, role, and invitation date.
To cancel an invitation, select Revoke beside it and confirm. The invitation link will no longer work.
CHANGE A MEMBER’S ROLE
1. Open Settings and select Members.
2. Find the member.
3. Open the role menu beside their name.
4. Select the new role.
ClerkDirect applies the new permissions immediately and emails the member to let them know their role changed.
REMOVE A MEMBER
1. Open Settings and select Members.
2. Select Remove beside the member.
3. Confirm the removal.
The person immediately loses access to the workspace.
WORKSPACE ROLE VS. JOB TITLE
• Workspace role controls what someone can see and do.
• Job Title is descriptive profile information shown to other members.
For help choosing a workspace role, see ClerkDirect roles and permissions: