Open Organisation, then People. Everyone in the organisation is listed with their role and their access in each application.
Find someone with Search by name or email, or show Everyone, Administrators or Members.
Add someone
- Choose Add someone.
- Fill in their Email, their Name (for a new account), and their Role: Member or Administrator.
- Choose Add.
Someone who already has an account joins straight away. For anyone else an account is made, with a link to choose their password. If the site can send email, the link is sent to them. Otherwise it is shown once, under Send name this link, for you to send them. The link works for 24 hours.
Roles
| Role | What it gives |
|---|---|
| Member | Uses the applications they have been given, and reads the organisation's overview and details |
| Administrator | Also keeps the details, adds and removes people, gives access and decides requests |
Change someone's role in the Role list. You cannot change your own role: ask another administrator.
Their access
Choose Access beside a person to see a list for each of the organisation's applications. Choose a level, or No access. For an application anyone in the organisation can open, the list offers the usual level in place of No access. A change saves straight away.
Remove someone
Choose Remove and confirm. They leave the organisation, and their access to its applications goes too. You cannot remove yourself.