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 If they reject it, then the invitation is no longer valid, and they will need a new invite if they change their mind later.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 in the lower left-hand corner of the page, above your avatar, and select Users from the navigation panel. From here you are able to create new user accounts, manage current users, and manage invitations for user accounts.
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.
You can assign to the user one or more of the following roles:
| Role Name | Description |
|---|---|
| Organization Admin | This role can manage all organization users and their roles, billing (in future) etc |
| Organization Read-only | This role can view all organization users and their read-only roles, billing (in future) etc- but not edit or delete |
| Network Group Admin | This role can manage all organization network resources |
| Network Group Read-only | This role can view all organization network resources, but not edit or delete |
| Network Admin | This role can manage the resources for the specific network |
| Network Read only | This role can view the resources for the specific network |
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 Users menu, navigate to the 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.
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 in the lower left-hand corner of the page, above your avatar, and select 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.
From there, you will be able to see the current permissions for a given user and edit accordingly.