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wiki:autolit:admin:settings:orgs [2023/11/21 12:05]
jthurnham [Adding Organizational access to a Nest:]
wiki:autolit:admin:settings:orgs [2024/02/14 10:20]
jthurnham
Line 68: Line 68:
  
 ==== 5. Add Organizational Members and Admins ==== ==== 5. Add Organizational Members and Admins ====
- 
-This feature is only available to subscribed and piloting organizations. 
  
 === 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:
  
 {{  :wiki:autolit:admin:settings:img13.png?nolink&  }} {{  :wiki:autolit:admin:settings:img13.png?nolink&  }}
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 When a Synthesis page for a nest owned by an Organization is [[:wiki:autolit:admin:configure#synthesis|made public]], each Owner and Admin of the Organization is sent an email to ensure that the public settings are appropriate. When a Synthesis page for a nest owned by an Organization is [[:wiki:autolit:admin:configure#synthesis|made public]], each Owner and Admin of the Organization is sent an email to ensure that the public settings are appropriate.
 +
 +==== 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:autolit:admin:settings:teams|See here for more on how to configure and use Teams.]]
 +
 +
  
 ---- ----
 +===== Access and Ownership for Organizations: =====
 +
 +==== 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.
 +
 +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]].
 +
 +==== Giving an Organization ownership of a nest ====
 +
 +If you are already a member of an Organization, it should have Ownership automatically. However, if this needs to be manually granted:
 +
 +  - Click on the "Organization" tab in the "Collaborator" panel.
 +  - 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'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>
 +
  
 ===== Access and Ownership for Organizations: ===== ===== Access and Ownership for Organizations: =====
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 <WRAP center round important 60%> <WRAP center round important 60%>
-Please note, for security reasons, you cannot add collaborators (either individual or organization) who are unsubscribed to the software.+Please note, for security reasons, you cannot add an organization to a nest that is not subscribed to the software.
 </WRAP> </WRAP>
  
wiki/autolit/admin/settings/orgs.txt ยท Last modified: 2024/05/14 13:09 by jthurnham