User management on Mereka Connect

User management within any Hub on Mereka Connect is based on a system referred to as RBAC - role-based access control. In this article you will learn about the types of roles you can assign to users as a Hub owner and Admin, as well as permissions available to each role.

What is RBAC and how does it work?

RBAC stands for role-based access control. In simple terms, it is a system that allows assigning roles and permissions to each user within your Hub.

There are currently 4 types of roles available on Mereka Connect:

• Hub Owner - the user who creates a Hub. There can only be one Hub Owner.

• Admin - a user who helps the Hub Owner manage their Hub and has access to settings, finances, user management and service listings. There can be multiple Admins within one Hub - the maximum number is determined by your subscription plan.

• Expert - a user who manages services and bookings, and has limited access to the Hub dashboard (e.g. can't edit the settings or control finances). There can be multiple Experts within one Hub - the maximum number is determined by your subscription plan.

• Collaborator - an external user (i.e. is not your team member) who is involved in managing a particular service. Collaborators can only have access to the services they have been assigned to, and do not have access to the rest of the Hub dashboard. An unlimited number of collaborators can be added to one Experience.

A standalone sub-role which can be created either out of an existing team member or an external user is a Host. Hosts can be added to a particular service, and the maximum number is three. It is also possible to add Hosts from other Hubs or add new users who are not registered on the platform yet.

What is the difference between team members and Hub members?

There is a significant difference between the two terms. 

• Team members refer to the Hub owner, Admins and Experts who are mostly likely your colleagues in real life and help you manage your business on a daily basis.

• Hub members, on the other hand, are your customers (e.g. participants of your workshops). The membership feature will be available soon on Mereka Connect, and would allow those users who are interested in your services and constantly support your business to join your Hub as a member and receive perks such as membership discounts. In this article, we focus only on team member management.

How do I invite my team members to the Hub?

To view your current team members and invite new ones, click the "Invite Team Members" button in the "Overview" section of the Hub dashboard, or navigate to the user menu and select "Settings" → "Users" → "Team Members".

The easiest way to invite new Admins or Experts to your Hub is to click the "Invite Team Members" button at the top right corner of the screen and type their name or email address. 

The user would appear in the dropdown menu if their profile already exists on the platform. Otherwise, if your team member isn't registered yet, type in their entire email address and press "Enter". Lastly, select their role (Admin or Expert), and click "Invite". An invitation email would be sent to the respective team member's inbox.

You can add multiple team members (within your subscription plan limit) by clicking the plus sign. Alternatively, it is possible to:

• upload a CSV file in case you want to invite several team members in bulk, or

• generate a "magic link" which can be shared with multiple team members to join your Hub.

How can I manage existing team members?

Once you have invited all relevant team members to your Hub, you can review their permissions according to the role that has been assigned to them. If your Hub is on a paid subscription plan, it is possible to customize permissions for each individual user by clicking "Manage Access". This option is disabled for our free Connect plan.

It is also possible to switch team members' roles by clicking the dropdown menu that states their current role. The same menu allows you to remove team members if they are no longer a part of your Hub.

Please bear in mind that each subscription plan on Mereka Connect allows for only a certain number of team members to be added to your Hub. By default, you can add:

• 5 team members if you are on the free Connect plan

• 20 team members if you are on the Scale plan

• Unlimited number of members if you are on the Soar plan

If you would like to add more team members without upgrading to the next plan, it is possible to purchase extra seats by clicking the "Add seats" link on the left pane of your team member management dashboard. To learn more about the paid seat limits for each plan, click here.

Read this article to learn more about adding Hosts and Collaborators to a particular Experience. If you have any additional questions regarding the user management on Mereka Connect, do not hesitate to reach out to us via [email protected].