Room owners, and user managers determine a room’s membership. You can add members when you create or modify a room. User managers can also create new users in a room.
Once the room’s members are specified, you can invite them to the room by sending an invitation. This personalizes the introduction to a room, and provides a convenient means of getting there (by clicking the link in the invitation).
To add repository users as room members:
On the room’s Membership tab, click Add.
In the first dialog box, use the member picker to locate, and select the repository members, groups, and roles to add to the room’s member list.
Click OK to go to the next step of assigning a role to the selected members. (Clicking Cancel returns to the Membership tab.)
In the second dialog box, pick the new members’ role (Contributor or Owner).
Click OK to assign the role, and return to the Membership tab. (Clicking Cancel returns to the member-picking dialog box.)
To invite members to a room:
On the room’s Membership tab, click Invite.
In the email dialog box that opens, click to and/or cc to select the room members you want to invite.
In the body of the invite, enter your message. The message initially includes a link to the rooms location.
Click Send to send the message to the specified members.
Or, click Cancel to close the dialog box without sending the email.
To remove members from a room:
On the room’s Membership tab, click Remove to open the Choose Members: Room Members tab, which lists room members, including local groups, only.
In the left pane, locate, and select the room members, groups, and roles to remove from the room’s member list.
With the members selected, click
.Click OK to remove the members from the room’s member list.
The Membership tab opens. Members removed from a room are also removed from all local groups in the room. These members remain repository members, however, even if they are removed from a room.
To change local members’ roles:
On the room’s Membership tab, click Change Role.
In the first dialog box, use the standard member picker to locate, and select the room members, and groups for whom to change roles.
Click OK to go to the next step of assigning a new role to the selected members. (Clicking Cancel returns to the Membership tab.)
In the second dialog box, pick the members’ role (Contributor or Owner).
Click OK to assign the role, and return to the Membership tab. (Clicking Cancel returns to the member-selection dialog box.)
To create a new local group:
On the room’s Membership tab, click New Group to open the Create New Room Group tab.
Type a name for the group (required). The name must be unique among local group names in the room.
Optionally, type a plain text description for the group.
Click OK to create the group, and return to the room’s member list.
A local group is owned by the room’s Owners group (even if removed from the room). Therefore, it can be used in permission sets of governed objects only.
To edit the properties of a local group:
Open the room’s Membership tab.
Modify group properties as appropriate, and then click OK to implement your changes.
To add room members to a local group:
On the room’s Membership tab, click the name of the group whose membership you want to modify.
The group’s member list opens.
On the group member list page, click Add.
A page for locating room members opens.
In the left pane, locate, and select the room members, groups, and roles to add to the group.
With the members selected, click
.Click OK to add the members, and return to the group’s member list.
To remove a local group from a room:
On the room’s Membership tab, click Remove to open the Choose Members: Room Members tab, which lists room members, including local groups, only.
In the left pane, locate, and select the groups to remove from the room’s member list.
With the groups selected, click
.Click OK to remove the groups from the room’s member list.
You return to the Membership tab.
Members removed from a room are removed from all local groups in the room, but they remain repository members. Local groups removed from a room, on the other hand, are effectively deleted from the repository.
When a local group is removed from a room, its own member list is emptied, and it no longer appears in member lists, and member pickers. It also ceases to appear on the list for setting accessors on the Room Properties: Options tab, under Accessors for newly added objects. The group remains listed on any permission sets it is already on, but its name shows that it has been "deleted." It continues to be owned by the room Owners group, keeping it secure. The built-in local groups (Owners and Contributors) cannot be removed, and therefore do not appear on the Remove dialog box.