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wiki:autolit:access [2023/10/17 20:13] kevinkallmes |
wiki:autolit:access [2024/05/14 13:10] (current) jthurnham [Adding your Organization to a Nest: Synthesis] |
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====== Managing Nest Access ====== | ====== Managing Nest Access ====== | ||
- | This page describes how to grant individual | + | This page describes how to collaborate with other users on AutoLit or Synthesis. In general, we recommend granting Organizational access, as it simplifies access management across large groups of people. Access may be granted to individual |
- | ===== Adding Users: ===== | + | <WRAP center round important 60%> |
+ | Please note, collaboration is not available to free tier users; any organization or user added to your nest must have a license. | ||
+ | </ | ||
- | \\ //**Only Owners and Admins have access to the Admin tab, where users are managed.** | ||
- | ==== 1. Select the Nest of interest | + | ===== Organizational Access and Ownership |
- | From the AutoLit page, click on the Nest you would like to add the user to. | + | ==== How Organizational Ownership works ==== |
- | ---- | + | Only one Organization can own a nest. Nests created by Organization members are automatically " |
- | ==== 2. Click " | + | By owning the nest, the Organization automatically has its [[: |
- | Hover over the Nest Menu and select " | + | ==== Organization vs. Nest Access ==== |
- | ---- | + | Adding an organization to a nest in the [[: |
+ | For more information on managing organizations, | ||
- | ==== 3. Invite Users ==== | + | ==== Adding your Organization to a Nest: AutoLit |
- | === 3a. Open Invite Collaborators modal === | + | To add an organization to a nest (AutoLit or Synthesis), you must be either 1. the individual nest owner or 2. an admin of the nest (only these user types have access to nest settings): |
- | Click the " | + | {{ :undefined: |
- | {{ : | + | After navigating to nest settings, toggle " |
- | === 3b. Enter the User's email === | + | By default, the "Nest Owner" dropdown will be blank. **This is because multiple organizations may be added to, and therefore access, a singular nest, but only one may the be nest owner.** To assign your organization as nest owner, click the drop down and select " |
- | Once the modal opens, type in the full email address of the User you want to invite: | + | {{ :undefined: |
- | {{ : | + | Now your organization has been granted ownership of the nest on the AutoLit side, its members may contribute to all parts of the internal workflow. It will also now be listed under " |
- | === 3c. Select the Access Level === | + | {{ : |
- | From the drop-down, give the invited user privileges to access: | + | To add an organization to strictly |
- | * AutoLit as a User, | + | ==== Adding your Organization to a Nest: Synthesis |
- | * AutoLit as an Admin, or | + | |
- | * Synthesis | + | |
- | === 3d. Send Invite === | + | After navigating to nest settings, toggle " |
- | When completed, select | + | Next, "Add Organization." |
- | 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. | + | For more information on adding organizations |
- | === 3e. User Response | + | ==== Adding Collaborator Organizations to a Nest ==== |
- | In order to confirm access privileges, the user will have to: | + | Currently you cannot add an organization |
- | * If not yet a Nested Knowledge account-holder, | + | ===== Adding Individual Users ===== |
- | * Click the access link in the email | + | |
- | Until the user has responded, they will be listed on the modal as a Pending | + | If you wish to add individually subscribed users that are not part of your organization, you may do so in the same section of nest settings. First, toggle "User" and, depending on whether |
- | Once a User has accepted privileges, they will show up in the Collaborators list! | + | Click " |
- | ---- | + | {{ : |
+ | Type in the user's email, select their access level and click invite. This will send them an email to accept the invite, they will also be prompted to create an account, subscribe or join an existing organization to continue. Once an account is created, they can also access pending invites on the [[https:// | ||
- | ==== 4. Altering User / Admin Privileges ==== | + | Note: individual users added with AutoLit access must have a subscription, |
- | 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. | + | ===== Individual Access Privileges: Admin vs. User ===== |
- | + | ||
- | {{ : | + | |
- | + | ||
- | + | ||
- | ==== 5. Changing Ownership | + | |
If you are the Owner of a nest, you can identify a different collaborator as Owner, but this **will irrevocably revert you to an Admin**! | If you are the Owner of a nest, you can identify a different collaborator as Owner, but this **will irrevocably revert you to an Admin**! | ||
- | |||
- | ===== Individual Access Privileges: Admin vs. User ===== | ||
**// | **// | ||
- | * Add other Users, | + | |
- | | + | * Add Organizations; |
* Configure [[: | * Configure [[: | ||
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**// | **// | ||
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- | ===== Organizational Access and Ownership ===== | ||
- | Adding an Organization to a Nest in the [[: | ||
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- | === To manage Organizational membership: === | ||
- | |||
- | See the [[: | ||
- | |||
- | === To add Organizations to a Nest: === | ||
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- | See the [[: | ||
- | |||
- | === To give an Organization Ownership of a Nest: === | ||
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- | See the [[: | ||