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How to invite, remove and manage workspace members
How to invite, remove and manage workspace members

How to add or downgrade colleagues in your Mentimeter workspace.

Updated over a week ago

If you have more than one Mentimeter Basic or Pro license, you will automatically get access to workspace features. As a workspace Admin/Owner, you can view a list of all workspace members, invite new colleagues, or remove existing ones on the "Manage Members" page.

To access the Manage Members page, click on the settings menu in the top right corner of your dashboard and select Manage members in the dropdown menu:

Invite members

As an admin, you can let your colleagues join your workspace in two ways – via an invitation email or an invitation link. In both cases, start by opening the “Manage members” tab and click “+ Invite”:

How to send out email invitations

You can invite individual members to join your workspace or bulk invite members by pasting their email addresses all at once. Here's how to invite members:

  1. Enter your colleague's email address

  2. Choose their role from the drop-down menu. Additional information on available workspace roles and their corresponding access levels can be found here. (The role options will vary depending on what plan you are on).

  3. Click Invite.

  4. An invitation will be sent to their email address. Your colleagues will receive an email with a unique invitation link to join your subscription.

  5. Once the invitation is accepted, new members will gain access to your workspace and, if they're Members or Member Lites, will be able to create and present Mentis.

Optional: You can toggle whether you want your workspace members to be able to accept the invitation only with the exact email address it was sent to or with any email address.

When your colleagues follow the unique invitation link in the email, they can choose to join your workspace or sign up first if they don’t have an account yet. If you have sent out an invitation to the wrong email address you can cancel the invitation. In the members list, click on the three dots next to the email address you want to cancel the invitation for and select Cancel invitation. Here you also have an option to resend the invite.

How to let your colleagues join via an invitation link

If you want your colleagues to join via an invitation link, follow these steps:

  1. Click on the Invite link button

2. Click the Copy next to the link in the menu

3. Share this link with the people you'd like to invite

In the Edit domains menu you can choose if you want this to be able to be used by Mentimeter accounts on any email domain, or only by your detected domains. Detected domains are domains of users who are already part of your workspace. Here we are also automatically excluding any public email domains we can find. All users joining through the invitation link will join the workspace as a paid Member.

When using the invitation link for a workspace that has enabled the requirement of admin permission for colleagues to join, approval will be needed from an admin. To learn more about the "Request to Join" feature, please refer to this guide: How to set up admin approval for colleagues who wish to join your workspace

Resend or remove invites

In the members list, you have the option to cancel or resend the invitation. Click on the three dots next to the email address in question and select Cancel invitation or Resend invitation.

How to change a members workspace role

As an admin, you have the ability to change the roles of workspace members. If you wish to modify a workspace member's role, select the arrow next to their current role in the Role column on the Manage Members page.

  1. Select Member to grant permission for creating and editing presentations without limitations in your plan. This will also upgrade them to a paid role, and they will occupy a license in your workspace's subscription.

  2. Select Member Lite to grant them permission to create presentations with free features only and engage up to 50 participants per month. This will also free up 1 paid license in your workspace's subscription.

In the members list you can also change the role of members to give them admin rights. You can assign a member admin rights by clicking on the three dots next to the email address of the colleague you want to assign admin rights to:

You can read more about available workspace and permission in this article: Workspace roles in Mentimeter

Remove users from the workspace

If a colleague that belongs to your Mentimeter workspace no longer works in your organization or no longer needs their Mentimeter license, the owner and admins of the subscription can remove the colleague and replace this user with someone else.

How to remove a user

  1. Select the Manage members tab

  2. In the members list, click on the three dots next to the email address of the colleague you want to remove from your workspace

  3. Select Remove from workspace

Once the user has been removed from the workspace, they will be moved onto a free plan. This means that they will still be able to access and use their account, but will no longer be part of the workspace.

In the Pro, Basic and Free plans, no assets can be transferred when a member is removed. Admins do not have the option to transfer assets, and the original creator will remain the owner.

Note: Enterprise customers will not be able to remove colleagues, but can instead deactivate individual users.

Deactivate users in the workspace (Enterprise plan only)

In the Enterprise plan, users can be deactivated to prevent access to Mentimeter. When a user leaves your organization and should no longer have access to their Mentimeter account or content, the workspace owner or admins can deactivate them from the Manage members page.

How to deactivate a user

  1. Select the Manage members tab

  2. In the members list, click on the three dots next to the email address of the colleague you want to deactivate

  3. Select Deactivate account

A deactivated account can only be reactivated by the workspace owner or an admin, or permanently deleted upon request. Admins can only deactivate users.

Deactivated accounts do not occupy a license, allowing the license to be reassigned.

Note: Deactivating a user is a significant action. We recommend doing so with caution and ensuring that all content is shared or transferred to someone in the organization before deactivation.

How to reactivate a user

  1. Select the Manage members tab

  2. In the members list, click on the three dots next to the email address of the colleague you want to reactivate

  3. Select Add to workspace

Transfer content before deactivating a user (Enterprise plan only)

When a user is deactivated or removed from the workspace, they may leave content behind. In the Enterprise plan, workspace owners and admins can transfer all of the user’s assets to another admin to ensure the content remains within the organization.

Note: The transfer must be initiated before removing or deactivating the user. The transfer applies to all user content, including private Mentis in their My Presentations tab.

How to transfer a user's assets

  1. Go to the Manage members tab

  2. In the members list, click the three dots next to the email of the user whose assets you want to transfer

  3. Select Transfer assets

  4. Choose the admin who should receive the assets

  5. You will receive an email confirming whether the transfer was successful or not. The new owner will also be notified about the transfer by email.

All private content from the original user will appear in a folder called "Transferred assets" in the destination user’s My presentations tab. Shared assets, such as workspace presentations, shared templates, and shared folders, will change ownership but remain in their original location so the rest of the workspace can still access them.

Note: Transferring a user’s assets is a significant action. We recommend proceeding with caution. If needed, transfers can be reversed upon request within 90 days.

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