Introduction

When you create a new organization, you are the only one with an account in it. You can invite others to join your organization. All you need is their email address. When they receive the invitation, they will make the choice to accept it, reject it, or ignore it. If they accept the invite, they will be able to create an account in your organization. If they reject it, then the invitation is no longer valid, and they will need a new invite if they change their mind later. An invitation is only valid for 7 days before it expires. Once expired, a new invitation will be needed to join.

 

Create New User Accounts

Navigate to Organization by clicking on the org icon Screen_Shot_2020-05-08_at_2.49.07_PM.png in the lower left-hand corner of the page, above your avatar, and select Manage Users from the navigation panel. From here you are able to create new user accounts, manage current users, and manage invitations for user accounts.

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Click the plus-sign icon in the upper-right to send invitations. For each new user you will need to select roles and permissions. Default Roles will give users "Organization Admin" permissions, meaning they can do everything that you can with your organization and networks. User roles can be changed later.

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Manage User Account Invitations

A user account invitation to your network last for seven days. After seven days has passed, you will need to go through the user account creation process again to send a new invitation. You can also resend invitations if reminders are needed.

From the Manage Users menu, navigate to the Manage Invitations page to view all open invitations for your organization. This page will also show how many days are left before an invitation expires. Click on the ellipses to either resend or delete an invitation. 

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Manage User Accounts

You can edit user roles and permissions at any point after they have accepted your invitation to join your network. to edit user accounts, navigate to Organization by clicking on the org icon Screen_Shot_2020-05-08_at_2.49.07_PM.png in the lower left-hand corner of the page, above your avatar, and select Manage Users from the navigation panel. Use the ellipsis menu at the end of each row to take actions on an individual account. User accounts can be filtered by name, email address, and account status.

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From there, you will be able to see the current permissions for a given user and edit accordingly.

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