Organization Members

Erstellt von Vincent P, Geändert am Fri, 29 Jul 2022 um 12:30 PM von Vincent P


 

 

1) Description

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

 


 

 

2) Adding Organization Members

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.

 

 

Step 1: Go to Settings

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

 

Step 1: 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)

 

 

 

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

 

 

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

to the invitee.

 


 

 

3) Changing Permissions of a Member

 

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

 

3.1 Permissions Overview

 

When changing the roles you are presented with the following options:

 

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.

 


 

 

4) Removing a Member

 

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

 

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

 

 

 


 

 

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!

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