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wiki:autolit:access [2023/11/21 12:02] jthurnham [Adding Users] |
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 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 users for smaller projects or for one-time access. | + | 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 users for smaller projects or for one-time access. |
- | Collaboration | + | <WRAP center round important 60%> |
+ | Please note, collaboration | ||
+ | </ | ||
- | ===== Organizational Access and Ownership ===== | ||
- | Adding an Organization to a Nest in the [[: | + | ===== Organizational Access and Ownership of a Nest ===== |
- | === To manage | + | ==== How Organizational |
- | See the [[: | + | Only one Organization can own a nest. Nests created by Organization members are automatically " |
- | === To add Organizations | + | By owning the nest, the Organization automatically has its [[: |
- | See the [[: | + | ==== Organization vs. Nest Access ==== |
- | === To give an Organization | + | Adding |
- | See the [[: | + | For more information on managing organizations, |
- | ===== Adding | + | ==== Adding |
- | \\ | + | To add an organization |
- | //**Only Owners and Admins have access | + | |
+ | {{ : | ||
- | ==== 1. Select | + | After navigating to nest settings, toggle " |
- | From the AutoLit page, click on the Nest you would like to add the user to. | + | 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 " |
- | ---- | + | {{ : |
- | ==== 2. Click "Settings" | + | 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 "Nests" |
- | Hover over the Nest Menu and select " | + | {{ : |
- | ---- | + | To add an organization to strictly the Synthesis side of the nest, see below. |
- | ==== 3. Invite Users ==== | + | ==== Adding your Organization to a Nest: Synthesis |
- | === 3a. Open Invite Collaborators modal === | + | After navigating to nest settings, toggle " |
- | Click the "Invite User" | + | Next, "Add Organization." |
- | {{ | + | For more information on adding organizations to a nest, see the [[: |
- | === 3b. Enter the User's email === | + | ==== Adding Collaborator Organizations to a Nest ==== |
- | Once the modal opens, type in the full email address | + | Currently you cannot add an organization to a nest unless you, the user, are a part of that organization. If you wish to grant access to an external organization within nests of your choice, you can create a collaboration between your organizations. Learn more on [[wiki:autolit: |
- | {{ : | + | ===== Adding Individual Users ===== |
- | === 3c. Select | + | If you wish to add individually subscribed users that are not part of your organization, |
- | From the drop-down, give the invited user privileges to access: | + | Click " |
- | * AutoLit as a User, | + | {{ :undefined:screenshot_2023-12-04_at_17.02.25.png? |
- | * AutoLit as an Admin, or | + | |
- | * Synthesis only (only relevant if the nest's Synthesis has not been [[:wiki:autolit: | + | |
- | === 3d. Send Invite === | + | 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:// |
- | When completed, select " | + | Note: individual users added with AutoLit access must have a subscription, while those added with Synthesis Only access |
- | 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. | + | ===== Individual Access Privileges: Admin vs. User ===== |
- | + | ||
- | === 3e. User Response | + | |
- | + | ||
- | In order to confirm access privileges, the user will have to: | + | |
- | + | ||
- | * If not yet a Nested Knowledge account-holder, | + | |
- | * Click the access link in the email | + | |
- | + | ||
- | Until the user has responded, they will be listed on the modal as a Pending User; you can check this to see whether your invite was accepted. | + | |
- | + | ||
- | Once a User has accepted privileges, they will show up in the Collaborators list! | + | |
- | + | ||
- | ---- | + | |
- | + | ||
- | ==== 4. Altering User / Admin Privileges ==== | + | |
- | + | ||
- | 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. | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | ==== 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 ===== | ||
**// | **// |