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wiki:autolit:admin:settings:orgs [2023/11/06 16:17] kholub |
wiki:autolit:admin:settings:orgs [2024/02/14 10:20] jthurnham [5. Add Organizational Members and Admins] |
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---- | ---- | ||
- | ==== 5. Add Organizational Members and Admins ==== | ||
- | This feature | + | ====== Manage Organizations ====== |
+ | |||
+ | Organizations are groups of users with AutoLit accounts, which can be created by any user. The user who creates an Organization | ||
+ | |||
+ | Organizations can help you: | ||
+ | |||
+ | - **[[: | ||
+ | - Maintain a set of **[[: | ||
+ | - Create | ||
+ | |||
+ | ===== Video Guidance ===== | ||
+ | |||
+ | **Create Organizations** | ||
+ | |||
+ | {{youtube> | ||
+ | |||
+ | **Manage Organizations, | ||
+ | |||
+ | {{youtube> | ||
+ | |||
+ | ===== Create or Manage an Organization ===== | ||
+ | |||
+ | ==== 1. Navigate to Manage Account ==== | ||
+ | |||
+ | If you are signed in, your Organizations are accessible by clicking on your username in the upper right, and selecting " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ==== 2. Create an Organization ==== | ||
+ | |||
+ | - To create an organization, | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | - In the Organization Details modal that pops up, enter the Organization Name, a secondary/ | ||
+ | - If desired, add a logo for your organization. | ||
+ | - Add Admins and Members to your Organization (see below). | ||
+ | |||
+ | ==== 3. Manage an Organization: | ||
+ | |||
+ | - Note: You must be the Owner or Admin of an Organization to Manage it. | ||
+ | - Instead of selecting "Add New", select the Organization of interest from the Organization List. | ||
+ | - Edit Organization Info or Add Members and Admins (see below) as needed. | ||
+ | - You can also pay for subscriptions for the entire organization if you like. See [[: | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ==== 4. Edit Organization Info ==== | ||
+ | |||
+ | Once you have selected an Organization, | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | To edit Organization Info, go to the Organization Details section: | ||
+ | |||
+ | - To change logo, select "Click to Change Logo" and upload a new file. | ||
+ | - To change Organization Name, Secondary/ | ||
+ | - Here you can input an "Alert Email" this address will be emailed if the Synthesis of any organization-owned nest is made public | ||
+ | - To edit the Member & Admin list and privileges, use the Members section (see below). | ||
+ | |||
+ | === 4a. Deleting an Organization === | ||
+ | |||
+ | If you need to delete an Organization, | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ==== 5. Add Organizational Members and Admins ==== | ||
=== 5a. Open Invite Collaborators modal === | === 5a. Open Invite Collaborators modal === | ||
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=== 5b. Enter the User's email === | === 5b. Enter the User's email === | ||
- | Once the modal opens, type in the full email address of the User you want to invite. Note that this email address need not be associated with a Nested Knowledge account. | + | Once the modal opens, type in the full email address of the User you want to invite: |
{{ : | {{ : | ||
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When a Synthesis page for a nest owned by an Organization is [[: | When a Synthesis page for a nest owned by an Organization is [[: | ||
+ | |||
+ | ==== 7. Create Teams within your Org ==== | ||
+ | |||
+ | If you'd like to separate your organization out into Teams so that each team can view and manage their own collection of nests you can do so on the org management page. [[wiki: | ||
+ | |||
+ | |||
---- | ---- | ||
+ | ===== Access and Ownership for Organizations: | ||
+ | |||
+ | ==== How Organizational Ownership works ==== | ||
+ | |||
+ | Only one Organization can own a nest. Nests created by Organization members are automatically " | ||
+ | |||
+ | By owning the nest, the Organization automatically has its [[: | ||
+ | |||
+ | ==== Giving an Organization ownership of a nest ==== | ||
+ | |||
+ | If you are already a member of an Organization, | ||
+ | |||
+ | - Click on the " | ||
+ | - If your Organization is not in the list, add it (see above). | ||
+ | - In the "Nest Owner" column, select the drop-down next to your Organization' | ||
+ | - In the drop-down, select " | ||
+ | |||
+ | ==== Adding Organizational access to a Nest: ==== | ||
+ | |||
+ | Note: **Access is distinct from ownership**! Any number of Organizations can be granted access to a nest (see instructions below), but this will only grant **user-level access to the nest for all Organization members, | ||
+ | |||
+ | Adding an Organization to a Nest takes place in the [[: | ||
+ | |||
+ | To add by organization: | ||
+ | |||
+ | - Click on the " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | - In the upper right of the new page, click "Add Organization." | ||
+ | - Begin typing the Organization Name; once it pops up, select it from the drop-down. When complete, every member of the organization will be given access to the nest as users. | ||
+ | |||
+ | After doing this, under Organization Management, the nest will be listed as below with number of nests detailed at the bottom: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | <WRAP center round info 60%> **When an organization-owned nest is made public, the organization owner receives an email notification to confirm.** | ||
+ | |||
===== Access and Ownership for Organizations: | ===== Access and Ownership for Organizations: | ||
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==== Adding Organizational access to a Nest: ==== | ==== Adding Organizational access to a Nest: ==== | ||
+ | |||
+ | <WRAP center round important 60%> | ||
+ | Please note, for security reasons, you cannot add an organization to a nest that is not subscribed to the software. | ||
+ | </ | ||
Note: **Access is distinct from ownership**! Any number of Organizations can be granted access to a nest (see instructions below), but this will only grant **user-level access to the nest for all Organization members, | Note: **Access is distinct from ownership**! Any number of Organizations can be granted access to a nest (see instructions below), but this will only grant **user-level access to the nest for all Organization members, |