Business Membership: A Guide to Managing Your Users

Managing your business membership on G2X is simple and straightforward. Whether you need to remove existing members, edit user details, or invite new members to join your team, this support article will walk you through each step.

Locating the Member Management Area:

1. Log In: Begin by logging into your account using your credentials.
2. Access Settings: Once logged in, locate the account favicon on the top right-hand area of your screen. Click on it to reveal a dropdown menu and select the "Settings" option.
3. Navigate to Members: Within the settings area, select the "Members" tab located in the left-hand extended menu options.

Inviting New Members:

1. Access Invitation Feature: Within the members area, select the "Invite Member" option.
2. Enter Details: A pop-up will appear where you can add the new user's email address and specify their role and associated vertical(s).
3. Adding Multiple Members: If necessary, you can invite multiple users simultaneously by selecting the "+ Add Member" option to add additional email addresses.
4. Send Invites: Once all desired members have been added, select the "Send Invite" option. We'll take care of the rest! Ensure that your new users are aware to check their email for an invitation from G2X.
   • Note: If invite emails are not received, advise users to check their spam/junk folder. If not found there, they can reach out to support at support@g2xchange.com for assistance.

Editing Users:

1. Choose Member: Within the members area, select the checkbox next to the member you want to edit.
2. Access Editing Options: Once selected, choose the "Edit Team" option.
3. Make Edits: A pop-up will appear, allowing you to make the necessary edits. You can modify the user's email address and adjust their role or subscription as needed.
   • Note: Editing roles allows you to assign different levels of access. The "Account Owner" has access to billing and membership management features, while "Consumers" have access to specific verticals and premium content.
4. Save Changes: After making the desired changes, select "Save Changes" to apply them.

Removing Members:

1. Select Member: Within the members area, identify the member you wish to remove and select the checkbox next to their name.
2. Remove User: After selecting the member, you'll see a red option box labeled "Remove". Click on this button.
3. Confirm Removal: A pop-up will appear. Within this pop-up, select the trash can icon next to the user's name, then choose the "Remove" option to confirm the action.

Need to Add More Members?

If you find that you need to add more members than your current plan allows, simply select the "Manage Subscription" within the vertical options, or select the "Upgrade Plan" button. This will allow you to explore our available plans and choose one that best fits your team's needs.

By following these simple steps, you can efficiently manage your business membership on our platform, ensuring that your team has the access they need to maximize your organization's benefits. If you encounter any issues or have further questions, don't hesitate to contact our support team for assistance.

If you encounter any issues during this process, don't hesitate to reach out to our support team for further assistance.