microCMS

Member Management

Adding Members

With the microCMS service, you can add (invite) members at any time. Additionally, each member can participate in multiple services.
Below, we will explain how to add members to the service.

How to Add Members

1: Click on "◯ members" in the sidebar on the left of the management screen.
2: Click on "Add".




3: Enter the email address of the member you want to invite, select the role you want to assign, and click the "Invite" button.
(By selecting "+ Add", you can invite multiple members at once.)



4: From here on, the process will differ depending on the account registration status of the invited email address. Please proceed according to the applicable patterns below.

  • Pattern A: If the account has not been created yet
  • Pattern B: If the account has already been created and the email address has been verified
  • Pattern C: If the account has been created but the email address is unverified


Pattern A: If the account has not been created yet

A-1: An email will be sent to the invited email address from notifications@microcms.io, containing the following message.

informationInformation

The link in the email ("Create an Account") has a validity period of 7 days.

A-2: From "Create an Account," enter your password, review the terms of agreement, and click "Register Account."



A-3: The survey screen will be displayed, so select the items to answer or click "Skip."



A-4: Adding members to the service is complete, and access will be granted.

informationInformation

If registered with Pattern A, email address verification for identity confirmation will not be performed (it will be automatically considered verified).


Pattern B: If an account has already been created and the email address has been verified

B-1: An email will be sent to the invited email address from notifications@microcms.io, containing the following message.



B-2: Click the "Open Service" link, and when you access the service, an invitation confirmation dialog will appear as shown below.



B-3: By clicking the "Join" button, you will complete the addition of a member to the service. On the other hand, if you choose "Decline," the invitation will be treated as canceled.

informationInformation

If you access the invited service directly from the service management screen instead of through the B-1 invitation email, the same confirmation operation will be required.


Pattern C:An account has been created, but the email address is unverified

C-1: An email will be sent to the invited email address from notifications@microcms.io, containing the following message.



C-2: Clicking the "Join the Service" link will complete the email address verification and finalize the addition of the member.

informationInformation

If you open the URL while logged in with an account different from the invited email address, an error saying "Invalid user" will occur. If you have multiple accounts, please log out and then proceed with the registration.

How to Cancel and Resend Member Invitations

You can do this from the details screen of the invited member.
If you want to cancel the invitation, please click on "Cancel Invitation".

If you cannot find the invitation email and want to resend it, you can click on "Resend Invitation" to send it again.

Billing for Number of Members

The number of members has a specified value for each pricing plan.
Please note that if you exceed the specified value of the plan, additional charges will apply monthly based on usage.

If you invite more members than the specified value, a warning will be displayed on the invitation screen.


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Users who are "invited" cannot access the service at that time, so they are not counted towards the number of billable members (except for certain Enterprise plans).

Delete Member

You can delete members added to the service at any time.

How to Delete a Member

1: Click on "◯ members" in the sidebar on the left of the admin panel.
2: In the member management screen, click on the member you want to delete.
3: Click on "Remove from Service."



4: A dialog will appear asking, "Are you sure you want to remove [Member Name] from the service?" Click OK.

cautionCaution
  • The service requires at least one administrator. You cannot delete the last remaining administrator.
  • Members who have been removed from the service can be added again.
informationInformation

If a member is deleted, the content/media created by the corresponding member will be in a state where the creator does not exist within the service.
Therefore, if the permission settings specify "only content/media created by members of this role," members belonging to the same role as the deleted member will not be able to read the corresponding content/media.
In that case, you can address this by using the content/media creator change function to change the creator to another member of the same role.

Member List

The member list can be displayed by clicking on "◯ members" in the sidebar on the left of the management screen.
All members belonging to the service will be displayed in the list.
When searching for a specific member, you can use the following operations.

Filtering by Search

You can enter any string to search.
The searchable attributes are member names and email addresses.

Sorting by Attributes

You can sort by any attribute.
The sortable attributes are member name, email address, role affiliation, and whether two-factor authentication is enabled.
You can toggle between ascending and descending order.

Member Details

By selecting an individual member from the list, you can view detailed information about the member.
The items that can be confirmed are as follows:

  • Account Image
  • Display Name
  • Member ID
  • Email Address
  • Assigned Role