Client Ability to Manage Members

I would love for my clients to be able to manage their members themselves, instead of having to request password resets/account access/invitations through the Designer.

  • Anna Clark
  • Jul 31 2023
  • David Bolduc commented
    1 Aug, 2023 10:22am

    I have suggest you can try this
    Enabling clients to manage their members themselves can be a powerful way to improve user experience and reduce administrative overhead. To achieve this, you can implement self-service member management features in your application. Here are some steps and considerations to get started:

    User Registration and Login:

    Provide a user registration process that allows clients to create their accounts directly on your platform.

    Implement a login functionality with password recovery options to enable users to reset their passwords if needed.

    User Roles and Permissions:

    Define different user roles (e.g., administrator, member, guest) with appropriate permissions to manage members.

    Grant administrative privileges only to authorized users to ensure data security.

    Member Invitation and Onboarding:

    Implement an invitation feature that allows clients to invite new members to join the platform.

    Send email invitations with unique registration links to new members for a seamless onboarding experience.

    Member Management Dashboard:

    Create a user-friendly dashboard where clients can view and manage their members.

    Allow clients to add new members, edit member details, and deactivate or remove members if necessary.

    Self-Service Password Reset:

    Implement a self-service password reset mechanism that allows users to reset their passwords without involving the Designer.

    Use security measures like email verification or two-factor authentication (2FA) to enhance password recovery security.

  • Joshua Hurt commented
    1 Aug, 2023 08:51am

    To empower your clients to manage their members independently, you can implement a self-service portal or user management system. Integrate a user management platform that allows clients to add, remove, and update member accounts, reset passwords, and send invitations without involving the Designer. Consider using identity and access management (IAM) solutions that provide role-based access controls and permissions. This approach fosters a more efficient and seamless process, granting clients control over their members' access, reducing administrative burden, and enhancing client satisfaction with a self-service solution.