Note:

The sections in this page has video tutorials in the bottom of the page. If you do not understand the written text and use the video as reference.

Manage Organisation Users

Organisation Admins can add, remove, and manage the users within their organisation, from within the Manage Organisation Users view.

Accessing the Manage Organisation Users View

To access the Manage Organisation Users view for an Organisation:

1. Click your current Organisation's name in the top navigation bar.
   
2. Under Administer Organisation, click Users.
   

Inviting new Users

Should you need to collaborate with people who do not yet have a Carbon Editor user account, you can send them an invitation to join an Organisation you are the admin of.

In doing so you will also be able to set up default permissions for them across your various Spaces.

A link will be sent to the invitee's email address. Upon clicking this link they will be presented with the standard registration form, which will let them choose their username and password.

Upon registering, they will gain access to your Organisation with the permissions of your choosing.

Simply click the "Invite Users" button on the Organisation administration's Users tab to get started.

You will be presented with a form which lets you specify:

• the invitee's email address
• a short message which will be included in the email sent to them
• the permissions you desire:
  • make the invitee an administrator of your entire Organisation
  • more granular permissions for each Space within your Organisation.

Managing invitations

You can view the history and status of all sent invitations, cancel current ones or re-send them by expanding the "Invite Users" dropdown button and clicking "Review Invitations".

Add a User

To add a user to your Organisation:

1. Click the Add a User to this Organisation button.
   You can then search for an existing user, based on their username.
   

   To add a user to your Organisation, they must have already created their Carbon Editor account.

   If they have not yet created their Carbon Editor account, please ask them to register first before you proceed.

2. Enter your search term, and click the Search button.
3. From the User dropdown menu, select the user you would like to invite.
4. Click the Confirm button.

The user will given permission to access your Organisation. They will be added to the Users List.

Remove a User

To remove a user from your Organisation:

1. Locate the relevant user in the Users List.

2. Click the arrow in the Actions column to open the Actions dropdown menu.
3. Click Remove from Organisation.
4. Check the user's details on the next page, then click the Confirm button.

The user will be removed from your Organisation.

They will no longer appear in the Users List, and will no longer be able to access any of the Spaces within the Organisation.

Manage Users

A number of other administrative actions can be performed within the Organisation Users View.

These actions include promoting/demoting users to/from an Organisation Admin role.

Promote a User to Organisation Admin

Organisation Admin users can promote other users within their organisation to become Organisation Admins.

To do so:

1. Locate the relevant user in the Users List.
   As the user is not yet an Organisation Admin, the relevant value in the Is Administrator column will be No. 

2. Click the arrow in the Actions column to open the Actions dropdown menu.
3. Click Promote to Organisation Admin.
4. Check the user's details on the next page, then click the Confirm button. 

The user will be promoted to the Organisation Admin role.

For more information on administrative roles, see User Roles & Administration.

Revoke Organisation Admin Role 

To revoke a user's Organisation Admin role:

1. Locate the relevant user in the Users List.
   As the user is currently an Organisation Admin, the relevant value in the Is Administrator column will be Yes. 

2. Click the arrow in the Actions column to open the Actions dropdown menu.
3. Click Revoke Admin Permissions.
4. Check the user's details on the next page, then click the Confirm button.

The user will no longer have permission to administer the Organisation.

If previously assigned, they may still have permission to administer Spaces within the Organisation.

Video Tutorial

Watch the video tutorial that follows the guide.

Inviting New Users

This video tutorial follows, 'Accessing the Manage Organisations Users View'.

Managing Invitations

Add a User

Remove a User

Manage a User

The following video is split into two parts, 1st half is to Promote a User to Organisation Admin, 2nd half is to Revoke the Organisation Admin Role.