Managing Members in Thread Admin

You can manage your team’s access to thread via two methods:

1. Automatic Sync - to keep members automatically in sync with your PSA.
2. To configure, navigate to admin.getthread.com -> Integrations -> pick your PSA -> PSA Sync tab -> Enable/Disable Keep members in sync with PSA

2. Members section in Thread Admin - to manually manage your members from your PSA.
3. To manually manage your member access & settings, navigate to admin.getthread.com -> Members

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Managing Members in Thread Admin

Upon navigating to the Members section in Thread Admin, you have several options to manage your members, these are defined below.

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Member States

A Member can be in one of three states, members in each state can be accessed via the tabs at the top of the members screen. The states are:

• Active - These users have access to Thread.
• Pending - These users have access to your PSA but have not yet been given access to Thread, change their state to Active to give them access.
• Deleted - These users have had their access removed, either because access in their PSA was revoked or access in Thread was revoked. To remove a user’s access to Thread, change their state to Deleted.

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Auto-Add Members

Thread periodically syncs members from your connected PSA. The Auto-Add Members toggle controls which state those newly synced members land in:

• Enabled - all newly synced members are automatically set to the Active state.
• Disabled - all newly synced members are automatically set to the Pending state.

This setting lives in the Integrations tab in Thread Admin. Navigate to Integrations -> PSA -> PSA Sync.

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Member Notification Settings

You can control notifications for Members in your Teams or Slack companion apps via the Members page. The Notification options you have are:

• All - Notify the member via direct message in the Teams or Slack companion app for any thread they are assigned as the owner to, whether or not it was routed through a Flow.
• Flow Only - Notify the member only for assigned threads that were sent to Teams or Slack by a Flow.
• None - Disable all assigned-thread direct messages in the Teams or Slack companion app for that member.

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Member Roles

You can set the member’s role via the Members page. This governs their permissions and what they have access to within Thread. Here are the roles:

• Admin - Highest level of access, full access to Thread Admin, to create and managed flows, channels, members, create apps and deploy to customers.
• Team Admin - Scoped administrative access for team leads. See the Team Admin role for full details.
• Member - Lowest level of access, has access to Inbox, to action threads in channels they are a member of. No access to Thread Admin, and cannot manage any setup.