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Understanding Member Roles

Roles control what someone can manage in a space:

Owner

Full Control
  • Member management
  • Space settings and configuration
  • Billing and seat management
  • Can delete space

Admin

Team Management
  • Member management
  • Space settings and configuration

Member

Scheduling
  • Creates and manages their own polls and events
Roles do not control who can see whose polls and events — that is decided by the space’s collaboration setting, which applies to every role equally.

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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.
The Members page listing each member with their role, the number of seats available and the Invite member button
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