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wiki:autolit:admin:settings:users [2022/05/26 16:24]
kevinkallmes 		wiki:autolit:admin:settings:users [2023/10/17 20:13]
kevinkallmes removed
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    * Add other Users,    * Add other Users,
-  * Configure [[:wiki:autolit:admin:configure|Nest Settings]],+   * Add Organizations; 
 +  * Configure [[:wiki:autolit:admin:configure|Settings]],
  
-The only setting Admins cannot alter is Deleting a Nest, which is reserved for only the Owner.+The only settings Admins cannot alter are Deleting a Nest, which is reserved for only the Owner, and assigning Nest Ownership, which is similarly reserved for the Owner.
  
-**//Users//  **can perform Nest functions: +**//Users//**  can perform any Nest function (that is, any function in a Nest that is not housed on the Admin Settings page). Users cannot access this page, and cannot use any of the functions described in this page below or more generally in [[:wiki:autolit:admin:configure|Settings]].
- +
-  * Conduct [[:wiki:autolit:search|lit searches]], +
-  * [[:wiki:autolit:screening|Screen]], +
-  * [[:wiki:autolit:screening:configure|Modify exclusion reasons]], +
-  * [[:wiki:autolit:tagging:configure|Configure the hierarchy]] and [[:wiki:autolit:tagging|tag]], and +
-  * [[:wiki:autolit:extraction|Extract data]]. +
- +
-Howver, Users cannot perform any of the Admin functions.+
  
 ===== Adding Users: ===== ===== Adding Users: =====
  
- \\  //**Only Owners and Admins have access to the Admin tab, where users are managed.** //+ \\ //**Only Owners and Admins have access to the Admin tab, where users are managed.**  //
  
 ==== 1. Select the Nest of interest ==== ==== 1. Select the Nest of interest ====
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 ---- ----
  
-==== 2. Click "Admin" Tab ====+==== 2. Click "Settings" Tab ====
  
-Hover over the Nest Menu and select "Admin" (see red box below).+Hover over the Nest Menu and select "Settings" (see red box below).
  
 ---- ----
 +
  
 ==== 3. Invite Users ==== ==== 3. Invite Users ====
  
 === 3a. Open Invite Collaborators modal === === 3a. Open Invite Collaborators modal ===
- 
  
 Click the "Invite User" button, which will open a modal: Click the "Invite User" button, which will open a modal:
  
-{{:wiki:autolit:admin:settings:screenshot_2022-05-26_104244.png|}}+{{  :wiki:autolit:admin:settings:img15.png?nolink&  }}
  
 === 3b. Enter the User's email === === 3b. Enter the User's email ===
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 Once the modal opens, type in the full email address of the User you want to invite: Once the modal opens, type in the full email address of the User you want to invite:
  
-{{:wiki:autolit:admin:settings:screenshot_2022-05-26_104537.png?600|}}+{{  :wiki:autolit:admin:settings:img16.png?nolink&  }}
  
 === 3c. Select the Access Level === === 3c. Select the Access Level ===
  
 From the drop-down, give the invited user privileges to access: From the drop-down, give the invited user privileges to access:
 +
   * AutoLit as a User,   * AutoLit as a User,
   * AutoLit as an Admin, or   * AutoLit as an Admin, or
-  * Synthesis only (only relevant if the nest's Synthesis has not been [[wiki:autolit:admin#synthesis|made public]]).+  * Synthesis only (only relevant if the nest's Synthesis has not been [[:wiki:autolit:admin:configure#synthesis|made public]]).
  
 === 3d. Send Invite === === 3d. Send Invite ===
- 
  
 When completed, select "Invite User" (upper right) to generate an invite email. When completed, select "Invite User" (upper right) to generate an invite email.
 +
 +Once added, the user's email will be added to the Pending Invites list; if they already have a Nested Knowledge account, their email will have a check mark next to it.
  
 === 3e. User Response === === 3e. User Response ===
  
 In order to confirm access privileges, the user will have to: In order to confirm access privileges, the user will have to:
 +
   * If not yet a Nested Knowledge account-holder, create an account;   * If not yet a Nested Knowledge account-holder, create an account;
   * Click the access link in the email   * Click the access link in the email
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 ---- ----
 +
  
 ==== 4. Altering User / Admin Privileges ==== ==== 4. Altering User / Admin Privileges ====
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 To adjust the role of a user after they have been added to the nest, use the Collaborators page. Using the blue dropdown arrows in the Role column, you can choose to make the person an Admin. To adjust the role of a user after they have been added to the nest, use the Collaborators page. Using the blue dropdown arrows in the Role column, you can choose to make the person an Admin.
  
-{{https://t2321303.p.clickup-attachments.com/t2321303/ad231d92-5bb3-42c9-8ead-d532be20b39e/Screen Shot 2021-05-12 at 1.43.54 PM.png?nolink&}}+{{  :wiki:autolit:admin:settings:img17.png?nolink&  }} 
  
 ==== 5. Changing Ownership ==== ==== 5. Changing Ownership ====
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 ===== Adding Organizations: ===== ===== Adding Organizations: =====
  
-Adding an Organization to a Nest in the [[:wiki:autolit:admin|Admin page]] automatically gives User-level access to that Nest to all members of the Organization.+Adding an Organization to a Nest in the [[:wiki:autolit:admin:configure|Settings page]] automatically gives User-level access to that Nest to all members of the Organization.
  
 === To manage Organizational membership: === === To manage Organizational membership: ===

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