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--- wiki:autolit:admin:settings:orgs [2024/02/14 10:20]
jthurnham [5. Add Organizational Members and Admins]
+++ wiki:autolit:admin:settings:orgs [2024/05/14 12:54]
jthurnham [Adding Organizational access to a Nest:]
@@ Line 1: / Line 1: @@
-====== Manage Organizations ======
-Organizations are groups of users with AutoLit accounts, which can be created by any user. The user who creates an Organization is its **Owner**, and this Owner can add Organizational Info and add or remove Member and Admin privileges within that Organization.
-Organizations can help you:
-  - **[[:wiki:autolit:admin:settings:orgs#add_organizational_members_and_admins|Add Organizational access]]** to a nest rather than adding Users individually.
-  - Maintain a set of **[[:wiki:autolit:admin:settings:orgs#access_and_ownership_for_organizations|Organizationally 'owned' nests]]**.
-  - Create and manage **[[:wiki:autolit:admin:settings:orgs:templates|]]**.
-===== Video Guidance =====
-**Create Organizations**
-{{youtube>1WsQP15DsR8}}
-**Manage Organizations, Members, and Templates**
-{{youtube>3O_1GueRDEQ}}
-===== 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 "Organizations" from the drop-down menu.
-{{  :wiki:autolit:admin:settings:img9.png?nolink&  }}
-----
-==== 2. Create an Organization ====
-  - To create an organization, select "Add New" in the "My Organizations" section in the bottom left of the "My Profile" page:
-{{  :wiki:autolit:admin:settings:img10.png?nolink&  }}
-  - In the Organization Details modal that pops up, enter the Organization Name, a secondary/abbreviated name (if desired), and a URL of the homepage for the Organization (i.e., the University of Minnesota can use [[https://twin-cities.umn.edu/|https://twin-cities.umn.edu/]]).
-  - 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 [[:wiki:autolit:admin:subscription|this page here]] for further instruction.
-----
-==== 4. Edit Organization Info ====
-Once you have selected an Organization, the Organization Details and Members should be editable under Manage Organization:
-{{  :undefined:orgggg.png?nolink&  }}
-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/abbreviated Name, or Organization URL, type in the new name/URL and click "Save."
-  - 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, the Owner of the Organization must contact **support@nested-knowledge.com**  and note the exact name of the Organization to be deleted.
-----
 ====== Manage Organizations ======
@@ Line 207: / Line 138: @@
 ==== How Organizational Ownership works ====
-Only one Organization can own a nest. Nests created by Organization members are automatically "owned" by that Organization, or Organizational Ownership can be given by the Nest Owner (see below). If an Organization owns a nest, any Organizational Owner or Admin are automatically made [[:wiki:autolit:admin:settings:users#manage_users_access|Admins]] on the nest, and the nest is listed on the Organization Management page.
+Only one Organization can own a nest. Nests created by Organization members are automatically "owned" by that Organization, or Organizational Ownership can be given by the Nest Owner (see below). If an Organization owns a nest, any Organizational Owner or Admin are automatically made Admins on the nest, and the nest is listed on the Organization Management page.
 By owning the nest, the Organization automatically has its [[:wiki:autolit:admin:settings:orgs:templates|]] populated into the nest. The nest's hierarchy will also be available to be added and/or edited to become a [[:wiki:autolit:admin:settings:orgs:templates#tagging_hierarchy_templates|Hierarchy Template]].
@@ Line 219: / Line 150: @@
   - In the "Nest Owner" column, select the drop-down next to your Organization's name.
   - In the drop-down, select "Owner."
-==== 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,**  and provide no other privileges/capabilities. In effect, Organizational access should be treated as 'bulk-sharing'.
-Adding an Organization to a Nest takes place in the [[:wiki:autolit:admin:configure|Settings Page]], not in the Organization Management page.
-To add by organization:
-  - Click on the "Organization" tab in the "Collaborator" panel.
-{{  :wiki:autolit:admin:settings:img14.png?nolink&  }}
-  - 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:
-{{  :undefined:orgnestownership.png?nolink&  }}
-<WRAP center round info 60%> **When an organization-owned nest is made public, the organization owner receives an email notification to confirm.**  </WRAP>

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