There are 3 types of users in Switchboard: Members, Limited Members, and Guests.
Looking to add people to your Workspace? Check out this article for more information on How to invite people to Switchboard.
Members
Members have the ability to browse public rooms, be included in private rooms, hop into rooms at any time, and create rooms of their own.
Members are the best user type for people in your team or company.
Members can also be granted Admin privileges by the Workspace owner or other Admins. Admins have access to the workspace settings. This includes the ability approve/revoke members and open up signups from a particular email domain (like @yourcompany.com) to make invites easier.
One Member is always set as the Workspace Owner. By default this is the person who created the Workspace, but they can reassign Ownership later to another Member.
One Member is always set as the Workspace Owner. By default this is the person who created the Workspace, but they can reassign Ownership later to another Member.
Adding Members to a public or private room
Members can browse and join public rooms in your workspace. Sometimes, you will want to proactively add them to important rooms, like a weekly team meeting, so it shows up in their room list on the left pane.
You can add members to a specific room by clicking on the Share button on the right side of the top toolbar, and selecting "Add People". There you can search for the Members of your Workspace to add to your room.
Limited Members
Sometimes, you want to limit access- like when working with contractors or inviting clients to your workspace. That's when Limited Members are best.
Limited Members get full time access only to the specific room(s) where they are invited. Limited members can only see the specific room(s) they are invited to when they sign into your workspace. In those rooms they behave just like Members, and can return to the room whenever they like.
Guests
You can also share the room link with anyone who doesn't already have access to allow them to join as a one time Guest. Guests need to be approved by a member each time they join the room. This means a Guest can't be in a room without a Member present. Guests also can't see the chat history from before they joined.
Guests work great for temporary access. For example, we invite job candidates to a call in an interview room where we can upload their resume and they can use the browsers to show off their previous work.
Once a guest is in the room, you can restrict their shared control of the elements in the room. This will allow them to move their view around the room but not change or interact with browsers, files, etc.
To remove shared control from a guest, click their icon in the top right. Then select the three dots to the right of the guest's name to bring up the Remove Shared Control option.
Guests work great for temporary access. For example, we invite job candidates to a call in an interview room where we can upload their resume and they can use the browsers to show off their previous work.
Once a guest is in the room, you can restrict their shared control of the elements in the room. This will allow them to move their view around the room but not change or interact with browsers, files, etc.
To remove shared control from a guest, click their icon in the top right. Then select the three dots to the right of the guest's name to bring up the Remove Shared Control option.
What can different user types do?