Create & Delete a Group
With Mockplus Cloud, team members can be grouped for better management. Just click on "My team", select one team, and click "Settings" to create or delete a group.
Create a group by clicking “Create group” and entering a group name.
The icons shown in the two columns on the right side can be used to rename and delete groups.
Move Members to Different Groups
You can move team members to different groups by selecting the team members, clicking “Move” and choosing a group from the drop-down list.
In Mockplus Cloud, you can invite team members simply by clicking “Invite member”. In the pop-out window, you can also set their roles, groups and the projects they can participate with in advance.
Set Roles for Team Members
Within the member invitation pop-up window, you can set the role of the invitee in advance. Check this tutorial to know more details: Roles & Permissions
Click the “Copy” button to quickly copy the generated invitation link and send it to the members that you’d like to invite. They will then be able to easily open the link and log in to join the team. The invitation link is reusable and valid for 15 days.
In addition to setting the role of a member during the invitation, you can also modify the role of a joined member in the "Member" tab under "My teams" section. Use the search bar in the upper right corner to find a project member quickly.
Set Participating Projects for Team Members
In the ''Member'' tab under ''My teams'', you can also view the list of all project members, their roles, their participated projects and departments they belong to.
After clicking "Joined projects", you can view and modify the member's participated projects. You can also quickly find the projects you're looking for by using the search bar on the upper right corner.
To ensure the security of your projects, iDoc now requires Admin approval before any new member joins a team. Once the new member has filled in the required information, the Admin will receive an instant notification on the project home page.
Once approved, the new member can join the team. Of course, Admin can also reject a membership request in the interests of keeping projects safe.
Clean Up Invitation Links
Every time you invite someone to join your team, Mockplus Cloud will automatically generate a unique invitation link address. In case you accidentally send this address to the wrong group or person, you can easily click "Clean up invitation links" to disable the link.
You can find "Clean up invitation links" besides the team name in "My teams". Once clicked, the previously sent invitation links will be disabled immediately.
Click "My team" to open the "Member" tab on the right side, and click the trash can icon to delete members.