Logo

Docs / Core

Learn about the core concepts, architecture, and fundamental features of the Mumu platform.

Docs

Managing Members

The Members section is your organization's employee directory, providing centralized management of team member profiles, contact information, role assignments, and access permissions. This guide covers everything you need to know about adding, managing, and organizing your organization's members.

Accessing Members

Navigate to Organization > Members from the main sidebar to view and manage all members in your organization.

The Members List

The members list displays all people in your organization with the following information:

  • Name: Member's full name with avatar
  • Email: Contact email address
  • Role: Primary organizational role or unit role
  • IAM Role: Security role (Administrator or Member)

Each row includes action buttons:

  • Profile icon: View detailed member profile
  • Edit icon: Modify member details
  • Delete icon: Remove member from organization

Adding New Members

Prerequisites

  • You must have Administrator role or Manage permission for Organization Core
  • Ensure you haven't reached your plan's user limit (Free plan: 1 user, Standard plan: unlimited at $9.99 per user)

Adding a Member

  1. Navigate to Organization > Members
  2. Click New Member button
  3. Fill in basic information:
    • Full name: Member's complete name
    • Email: Contact email address (used for login)
  4. Click Save

Plan Limits

If you've reached your plan limit, you'll see a warning message:

All User Accounts Reached

Click Upgrade plan to increase your user limit.

Member Profiles

Viewing a Profile

Click the profile icon to view their full profile, which includes:

  • Basic information: Name, email, avatar
  • Subscribed events: MsgGO events the member is subscribed to
  • Skill matrix: Individual competencies and proficiency levels
  • Organization assignments: Company-wide roles (if any)
  • Unit assignments: Roles within specific organizational units
  • and more

Editing Member Details

Updating Basic Information

  1. Navigate to Organization > Members
  2. Click the edit icon next to the member's name
  3. Update the information:
    • Full name
    • Email address
  4. Click Save

Changing Organization Assignments

In the member profile, under "Organization assignments":

  1. Click New to add an organization role
  2. Or click edit icon on an existing assignment to modify it
  3. Select:
    • Role: The organization-wide position
    • Superior: Who this role reports to (or select "There is no one above this entity")
  4. Click Save

Changing Unit Assignments

In the member profile, under "Unit assignments":

  1. Click New to add a unit role
  2. Or click edit icon on an existing assignment to modify it
  3. Select:
    • Unit: The organizational unit (department, team, etc.)
    • Role: Position within that unit
    • Primary assignment: Check if this is the member's main role
  4. Click Save

Setting Primary Assignment

A member's primary assignment is their main role in the organization:

  • It appears under their name in their profile
  • It's displayed in the organization chart
  • It's shown in member lists and directories

To set a primary assignment:

  1. Edit a unit assignment for the member
  2. Check the Primary assignment checkbox
  3. Click Save

While not required, it's recommended that every active member has one primary assignment for clarity.

Security Roles

IAM Roles

Each member has a security role that determines their access level:

  • Administrator: Full access to all modules and settings
  • Member: Limited access based on assigned permissions

Changing Security Roles

  1. Navigate to Organization > Members
  2. Click the edit icon next to the member's name
  3. Scroll to the Security role section
  4. Select either:
    • Member: Standard user access
    • Administrator: Full administrative access
  5. Click Save

Warning: Changing permissions can affect user access across the entire application. Use caution when modifying security roles.

Custom Permissions

For granular access control beyond Administrator/Member:

  1. Navigate to Organization > Roles & Permissions
  2. Create custom roles with specific module permissions
  3. Assign these roles to members as needed

See Roles & Permissions for details.

Managing Avatars

Members can customize their profile picture:

  1. Open the member profile (or edit member details)
  2. Scroll to the Avatar section
  3. Click Browse to upload an image
  4. Supported formats: JPG, PNG, SVG
  5. Maximum file size: 1MB
  6. Click Save

If no custom avatar is uploaded, a random one will be used.

Deleting Members

Before Deleting

Consider these factors:

  • Removing a member deletes their profile and all assignments
  • This action may be irreversible depending on your organization's settings

Deleting a Member

  1. Navigate to Organization > Members
  2. Click the delete icon next to the member's name
  3. Confirm the deletion
  4. The member is removed from:
    • Organization chart
    • All unit assignments
    • All role assignments
    • Access to the organization

Common Scenarios

Onboarding a New Team Member

  1. Click New Member and enter their name and email
  2. Assign them to a unit with Assign Unit Role in the org chart
  3. Mark it as their Primary assignment
  4. Set their Security role (typically Member)
  5. Have them log in to complete their profile and skill assessments

Employee Role Change

  1. Find the member in the members list
  2. Edit their unit assignments
  3. Update their role within the unit or assign to a new unit
  4. Update Primary assignment if needed
  5. The org chart automatically reflects the change

Transferring Between Departments

  1. Open the member's profile
  2. Add a new unit assignment in the target department
  3. Mark it as Primary assignment
  4. Remove or keep the old assignment as secondary
  5. Update manager relationships if needed

Promoting to Leadership

  1. Navigate to Organization > Org Chart
  2. Click Assign Org Role
  3. Select the member and the new organization role (e.g., Director, VP)
  4. Set reporting relationship
  5. Update as Primary assignment

Handling Employee Departure

  1. Remove all role assignments (organization and unit roles)
  2. Change their security role to Member (remove admin access)
  3. Delete their member account when appropriate
  4. Update org chart to fill the vacant position

Tips for Effective Member Management

Keep Profiles Current

  • Encourage members to update their own skill assessments regularly
  • Review and update role assignments during performance reviews
  • Maintain accurate contact information

Use Primary Assignments Wisely

  • Every active member should have one clear primary role
  • Primary assignments should reflect the member's main responsibility
  • Secondary assignments are useful for matrix organizations or cross-functional work

Leverage Skill Data

  • Review member skills when staffing projects
  • Identify skill gaps in teams
  • Plan training and development based on skill assessments

Control Access Appropriately

  • Use IAM roles (Administrator vs Member) for basic access control
  • Create custom roles for more granular permissions
  • Regularly audit who has administrative access

Plan for Growth

  • Monitor your user count relative to your plan limits
  • Upgrade your plan before hitting limits during hiring cycles
  • Consider your per-user costs when budgeting for team expansion

Troubleshooting

Can't Add New Member

  • Check plan limits: Free plan allows only 1 user
  • Verify permissions: You need Administrator role or Manage permission
  • Email conflicts: Ensure the email isn't already in use

Member Not Appearing in Org Chart

If expecting to see them as an individual card:

  • Only members with organization-wide roles (CEO, CTO, etc.) appear as individual cards
  • Members with only unit roles will not have their own cards

If expecting to see them in a unit:

  • Click on the unit card in the org chart to view its members
  • Verify they have a unit role assignment
  • Check that assigned units exist and are properly configured
  • Refresh the org chart view

Can't Edit Member Profile

  • Confirm you have appropriate permissions
  • Administrators can edit all members; members can only edit their own profiles
  • Some fields may be restricted based on security settings

Email Notifications Not Working

  • Verify the member's email address is correct
  • Check MsgGO integration and subscribed events
  • Ensure delivery targets are properly configured

Next Steps

Now that you understand member management, explore: