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, inviting new users to join your team is an easy task completed in a few clicks.
First, go to the project homepage. Clicking “Invite member” can take you to an "Invite new members" dialogue, where you can add new members to groups and projects, and set their roles in the project in advance.
● There are 3 different roles within a project that you can set for every team member: Admin, Member and Collaborator. Different roles have different permissions they are allowed to perform in a project. Check details here: Roles & Permissions
● You can invite new users by sending them an invite link. To get an invite link, click “Copy” and share it with your teammates you wish to invite to the project.
● You can also set the time period, during which your invite link will be valid. Choose between 7 and 15 days, or indefinite. (Note that you can invalidate all previously issued invite links by clicking "Clean up invitation links" in the team management page.)
And then, select a project folder or personal project that new members are allowed to join or access. When a project folder is selected, new team members will be added to all projects contained in this folder.
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.