This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
wiki:autolit:admin:settings:orgs [2024/02/14 10:11] jthurnham [6. Edit Admins and Owners] |
wiki:autolit:admin:settings:orgs [2024/02/14 10:21] (current) jthurnham [How Organizational Ownership works] |
||
---|---|---|---|
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: | ||
- | |||
- | - **[[: | ||
- | - Maintain a set of **[[: | ||
- | - Create and manage **[[: | ||
- | |||
- | ===== Video Guidance ===== | ||
- | |||
- | **Create Organizations** | ||
- | |||
- | {{youtube> | ||
- | |||
- | **Manage Organizations, | ||
- | |||
- | {{youtube> | ||
- | |||
- | ===== 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 " | ||
- | |||
- | {{ : | ||
- | |||
- | ---- | ||
- | |||
- | ==== 2. Create an Organization ==== | ||
- | |||
- | - To create an organization, | ||
- | |||
- | {{ : | ||
- | |||
- | - In the Organization Details modal that pops up, enter the Organization Name, a secondary/ | ||
- | - 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 [[: | ||
- | |||
- | ---- | ||
- | |||
- | ==== 4. Edit Organization Info ==== | ||
- | |||
- | Once you have selected an Organization, | ||
- | |||
- | {{ : | ||
- | |||
- | 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/ | ||
- | - 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, | ||
- | |||
- | ---- | ||
- | |||
- | ==== 5. Add Organizational Members and Admins ==== | ||
- | |||
- | This feature is only available to subscribed and piloting organizations. | ||
- | |||
- | === 5a. Open Invite Collaborators modal === | ||
- | |||
- | From the Organization page, select " | ||
- | |||
- | {{ : | ||
- | |||
- | === 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. | ||
- | |||
- | {{ : | ||
- | |||
- | === 5c. Select the Access Level === | ||
- | |||
- | From the drop-down, give the invited user privileges to access: | ||
- | |||
- | * Organization Member, which gives access to any nest your Organization has access to, or | ||
- | * Organization Admin, which gives access to any nest your Organization has access to, and also enables access to the Organization Management page and all functions contained within it. | ||
- | |||
- | === 5d. Send Invite === | ||
- | |||
- | When completed, select " | ||
- | |||
- | 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 (red arrow above). | ||
- | |||
- | === 5e. 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! | ||
- | |||
- | === 5f. Revoking Privileges === | ||
- | |||
- | To revoke Member (or Admin) privileges in an Organization, | ||
- | |||
- | To revoke a Pending Invite, select the trash can icon within the " | ||
- | |||
- | === How Owners, Admins, and Members work for Organizations === | ||
- | |||
- | - **Admins** | ||
- | - **both Admins and Members** | ||
- | - You, as creator, will be the **Owner** | ||
- | |||
- | **//To change the owner of an Organization, | ||
- | |||
====== Manage Organizations ====== | ====== Manage Organizations ====== | ||
Line 249: | Line 127: | ||
When a Synthesis page for a nest owned by an Organization is [[: | When a Synthesis page for a nest owned by an Organization is [[: | ||
- | ==== 7. Requesting to join an Organization | + | ==== 7. Create Teams within your Org ==== |
- | Users who are not organization admins may request | + | If you'd like to separate your organization |
- | ---- | ||
+ | |||
+ | ---- | ||
===== Access and Ownership for Organizations: | ===== Access and Ownership for Organizations: | ||
==== How Organizational Ownership works ==== | ==== How Organizational Ownership works ==== | ||
- | Only one Organization can own a nest. Nests created by Organization members are automatically " | + | Only one Organization can own a nest. Nests created by Organization members are automatically " |
By owning the nest, the Organization automatically has its [[: | By owning the nest, the Organization automatically has its [[: |