TABLE OF CONTENTS

• 1) Description

• 2) Adding Organization Members
  • Step 1: Go to Settings
  • Step 2: Go to the Organization members Tab
  • Step 3: Press The "Invite Member" button
  • Step 4: Enter the Email, Select the Member Role and press Invite

• 3) Changing Permissions of a Member
  • User: 
  • Admin:
  • Owner:

• 4) Removing a Member
  • Step 1: Go to Settings
  • Step 2: On the top right corner, Select your Profile Picture
  • Step 3: Select Invitations
  • Step 4: Press Accept

Having Organization Members allows other users to configure and use tasks and Integrations in your Organization.

To add a new Organization Member you have to do the following:

Note: Only Admins and the Owner on an Organization can add new members.

The Settings can be found by the gear icon in the bottom left part of the interface within the dash panel.

https://app.syncspider.com/v2/settings/

Note: When trying to add a new Organization Member for a Sub-Organization make sure the Sub-Organization is selected in the home screen before going to settings.

(Agency and Enterprise only)

https://app.syncspider.com/v2/settings/members

Once a member has been invited a full overview of your main Organization tasks will be given 

to the invitee.

Once a member is invited to your Organization you can still change the permissions in case the position of the member changes.

User: 

• Create and edit tasks
• Creating projects
• Add new Integrations
• use the Custom Integrations Builder (If included in plan)

Admin:

Can do everything a User can and additionally 

• Invite new members to the Organization.
• Edit the Organization settings and name.
• Edit roles of other Users

Owner:

This will pass on the Ownership over the Organization granting complete control.

Please note that an Organization can only have 1 Owner. 

Assigning a member as an Owner will remove your Ownership of the Organization.

A member of an organization can be removed under the Actions section by pressing the trash bin icon.

Once pressed you will need to give an additional confirmation before the user is removed from the organization.

5) Accepting an Invitation

To Accept an Invite to join an Organization please follow the steps below

Step 1: Go to Settings

Step 2: On the top right corner, Select your Profile Picture

Step 3: Select Invitations

https://app.syncspider.com/v2/account/invitations

Step 4: Press Accept

We hope that this covers everything. If you have any further questions or need additional clarification, please reach out to us via [email protected] or our Chat Widget!