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Invite and manage users overview
The Organization app is where you’ll invite users to your Organization’s Workspace. You can also manage app-level access for these users and assign customers to them.
Invite users to your Organization
Invite a new user
Follow these steps to invite new users to your Organization’s Workspace individually or in bulk:
Select the Users tab of the Organization app.
Click + Invite. This will open the Invite User pop-up window.
Enter the user’s email ID and full name into the provided fields.
Repeat this process for each additional user.
If desired, upload a CSV file to add multiple new users’ invitation details in bulk.
Select Send Invite.
All newly invited users will appear in the Users list and feature an Invited status until they accept the invitation.
Resend an invite
Follow these steps to resend an invitation to a user:
Select the Users tab of the Organization app.
Locate and select the user whose profile features an Invited status.
Click Resend Invitation.
Remove users from your Organization
Follow these steps to suspend or delete a user:
Select the Users tab of the Organization app.
Locate and select the desired user.
Click the ellipses menu next to the user’s current status.
Click Remove User or Put on hold.
Remove User will dissociate the relationship between the user’s account and your Organization’s Workspace. You can add the same user again at any time by following the steps outlined in Invite users to your Organization (link).
Put on hold will temporarily suspend the user’s access to your Organization’s Workspace and prevent them from using any apps in the Organization. You won’t be able to retrieve the data associated with the user while their account is on hold.
The user’s status will immediately reflect your changes.
Manage a user’s app access
Default app access notice: Upon creation, each new user is granted access to all platform apps by default. You can Revoke access to an app (link) at any time.
Note, however, that the user won’t have access to the Organization app, and the list of available apps is dependent upon how the Organization’s Workspace is configured.
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Assign access to an app
Follow these steps to grant app access to a user:
Select the Users tab of the Organization app.
Locate and select the desired user.
Click + Assign App in the App Access section. This will open the Assign Application pop-up window.
Select the checkbox next to the app(s) you’d like to allow the user to access.
The list includes only the apps that the user can’t currently access.
Click Assign to apply the app-access settings to the user’s account.
Revoke access to an app
Follow these steps to remove app access from a user:
Select the Users tab of the Organization app.
Locate and select the desired user.
In the App Access section, select the ellipses next to the app.
Select Remove App Access. This will open the Remove App Access pop-up window.
Click Remove to confirm your selection.
Assign customers to a user
Assign a customer to a user
Follow these steps to assign one or more customers to a user:
Select the Users tab of the Organization app.
Locate and select the desired user.
In the Assigned Customers section, select + Assign Customer. This will open the Assign Customer pop-up window.
Click the checkbox(es) next to the customer(s).
Select Assign to confirm your customer assignments.
Transfer a customer from one user to another user
Follow these steps to change a customer assignment from one user to another:
Select the Users tab of the Organization app.
Locate and select the desired user.
In the Assigned Customers section, select the ellipses menu next to the customer you’d like to reassign.
Click Transfer Customer. This will open the Transfer Customer pop-up window.
Select the desired user.
Click Transfer to reassign the customer to the selected user.