Converting Non-Registered Members (NRMs) to Users
As your team grows and evolves, you may want to give some of your Non-Registered Members (NRMs) direct access to Shelf.
Step-by-Step Process
- Navigate to Settings > Team in your workspace
- Select the NRM tab to view your non-registered members
- Find the NRM you want to convert
- Click the Actions icon next to their name
- Select Send invite from the dropdown menu
- In the modal that appears, enter:
- Their email address
- Select their role
- Click Send invite to complete the process
The NRM will receive an email invitation to create their Shelf account. Once they accept, they will have self-service access to your workspace while maintaining their existing asset relationships and history.
Important Notes
- The NRM will remain in your system until they accept the invitation
- Their current asset assignments and custody history will be preserved after conversion
- You can track pending invitations in the Users tab under Team > Pending Invites
Support
Need additional help? Contact support@shelf.nu.
Ready to try Shelf?
Put what you're learning into practice. Free plan available — no credit card required.