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Understanding Member Roles

Rallly spaces have a clear hierarchy of roles and permissions:

Owner

Full Control
  • Access to all polls and events
  • Member management
  • Space settings and configuration
  • Billing management
  • Seat management
  • Can delete space

Admin

Team Management
  • Access to all polls and events
  • Member management
  • Space settings and configuration

Member

Collaboration
  • Access to all polls and events

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Inviting New Members

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Prerequisites

Before inviting members, ensure:
  • You have admin or owner permissions
  • Your space has available seats
  • You have the email addresses of people you want to invite

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Invitation Process

1

Navigate to Members

Go to your space settings and click on the “Members” tab.
2

Send Invitation

Click “Invite Member” and enter the email address of the person you want to invite.
The person will receive an email invitation with instructions to join your space.
3

Set Initial Role

Choose the appropriate role for the new member:
  • Member: For most team members who need collaboration access
  • Admin: For trusted team leads who should manage other members
4

Monitor Pending Invites

Track invitation status in the “Pending Invites” section until the person accepts.

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Managing Existing Members

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Changing Member Roles

To change a member’s role:
  1. Find the member in your member list
  2. Click the dropdown menu next to their name
  3. Select “Change Role” and choose the new role
  4. Confirm the change - it takes effect immediately
Changing roles affects what the member can do immediately. Be careful when granting or removing admin permissions.

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Removing Members

To remove a member from your space:
  1. Locate the member you want to remove
  2. Click the dropdown menu and select “Remove from space”
  3. Confirm the removal - this action cannot be easily undone
When you remove a member, they lose access to all polls and data immediately. Consider whether they need to export any important information first.

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Managing Pending Invitations

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Invitation States

Invitations can be in several states:
  • Pending: Invitation sent, waiting for acceptance
  • Expired: Invitation has expired and needs to be resent
  • Accepted: Person has joined your space

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Canceling Invitations

To cancel a pending invitation:
  1. Locate the pending invite
  2. Click “Cancel” to revoke the invitation
  3. Confirm the cancellation - the invitation link will no longer work

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Seat Management and Members

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Seat Allocation

  • Used Seats: Equal to your current member count
  • Available Seats: How many more members you can invite
  • Total Seats: Your current subscription level

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Adding Members vs Adding Seats

1

Check Available Seats

Before inviting someone, verify you have available seats in your billing settings.
2

Purchase Additional Seats (if needed)

If you’re at capacity, increase your seat count through billing management first.
3

Send Invitation

Once you have available seats, you can invite new members immediately.

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Troubleshooting Common Issues

  • Check spam/junk folders
  • Verify the email address is correct
  • Resend the invitation
  • Ask the recipient to whitelist rallly.co emails
  • Check if you have available seats
  • Verify you have admin or owner permissions
  • Ensure your subscription is active
  • Try refreshing the page and trying again
  • Verify the role change was intentional
  • Check if the member’s permissions match their new role
  • Have the member log out and log back in
  • Contact support if issues persist
  • Ensure you have admin or owner permissions
  • Check if the member has any active polls that need to be transferred
  • Try using the member dropdown menu instead of bulk actions
  • Contact support for assistance