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Connecting Members

Connect your members to Cobot so they can log in to their member portal.

Amanda avatar
Written by Amanda
Updated today

There are two ways for members to sign up to Cobot; either via your Signup Page or by adding them manually from the admin portal. When manually added, you will need to take the extra step of connecting the member so they can access their member portal. This is where they can access their invoices, update their contact details, interact with other members in your space and make reservations on your booking calendar.

Sending an ‘Invite User’ Email

You can send your member an invitation to connect to their member portal a few different ways.

1. Directly from the Member Overview by clicking on the 'connect' button next to their status.

This screenshot shows a company listing for "The Pencil Company" on a coworking platform, displaying their part-time plan, monthly fee of $300 USD, and an option to connect via a "Connect" button on the right.

2. From the member's profile directly by clicking on 'Connect Now'.

The screenshot shows a membership section with a message stating “Not connected to a user account.” Below the message is a blue “Connect Now” link with a chain icon, allowing the user to link the membership to an account.

Both options will direct you to the email invite for that member. Their email details will be automatically populated, and the unique link to complete the process. You can edit what this email says under Customize » Emails.

The screenshot shows the "Invite User" tab active in a user interface for inviting someone to join a coworking space via email. The form includes fields for the recipient’s email, subject, and a customizable message that contains a signup link. On the right, there’s an option to copy the invite link directly, with a note that it can be sent manually if not using email. A blue button labeled “Send Invitation” is at the bottom.

What Does This Look Like to the Member?

This is how the email will look to your member:

The screenshot shows an email invitation titled "Invitation to join Your Space." It’s sent from a coworking space to a user, notifying them that the space is now managed with Cobot. The message includes a personalized greeting and a signup link for the user to join or log in to the space’s platform.

Once they click on the link, they will be redirected to Cobot, prompted to complete the sign-up process, and accept your spaces Terms & Conditions.

The screenshot shows a "Connect your Account" form prompting the user to set a password in order to access their full-time membership at "Your Space." It includes fields for name and email, options to create a new account or indicate an existing password, checkboxes for newsletter consent and terms acceptance, and a blue "Connect your Account" button.

After this, they will receive an additional membership confirmation email with their membership details and a complete draft of the Terms & Conditions they agreed to. You can also edit this email under Customize » Emails.

Adding Member and Sending Them Log in Details

You can also connect the member by creating their account and password for them. This is helpful for companies or if a member is struggling to connect themselves. Simply click on any of the connect options explained above » Add User.

The screenshot shows the "Add User" tab selected on a form interface. It includes fields to enter a user's email and create a password, along with a blue "Add User" button. A note below indicates that a confirmation email will be sent to the entered address.

The member's email will be populated, so all you need to do is create a memorable password for them. Click 'Add User' and give the member their new login credentials. These are what they should use on your spaces log in page.

IMPORTANT NOTES

  • If you add the user in this way, they will be prompted to accept your spaces Terms & Conditions when they first log in to their member portal.

  • It is a good idea for the member to change their password after they have successfully logged in. They can do this by following this guide.

Next Step

What does the member portal/member view look like to my members/coworkers?

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