7. Invite Users

Invite New Users

As you Invite new Users, assign them to their Groups at the same time!

This will automatically give your Users all of the Resource Permissions assigned to the Group. (For details, read Groups, Users & Resources in our Guides section.)

To add a new User to a Group:

1. Click Users → from the Admin menu

2. Click Invite User

   

3. In the Invite User box:

   • A. Enter the new User's Email address
   • B. Provide a Display Name → ex. Delta
   • C. Optional → Pick a Role
     • None is selected most frequently
       • Visit About Roles to learn more
   • D. Add the User to their designated Group → ex. Custodial

   

   • E. Leave Send notification email checked to send an email invite → Uncheck to withhold
   • F. Click Invite User

   

Users must Sign In to accept your Invitation

• New Users will appear in your "Pending Invitations" until they Sign In & Accept their Invitations

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Manage User Resources & Permissions

User Profile pages allow you to manage a User's Resource Permissions and SwitchBase System Privileges.

Each User Profile is divided into four tiles:

• A. User (Account Details) → includes Email address Display Name, and Roles
  • See About Assigning Roles and Change the Display Name
• B. Groups → shows the Group or groups assigned to a User
  • See Groups, Users & Resources
• C. Resource Access → reviews the shared Resource assets assigned to each Group member
  • See User & Org Resource Access
• D. Remove User → deletes a User from your organization
  • See Delete Users & Invitations

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Open a User Profile

To open a User Profile:

1. Click the Admin menu

2. Click Users

3. Pick any User from the list → ex. Sierra

   

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Add a User to a New Group

To add a User to a Group with Resources:

1. Pick Manage Groups

   

2. Check Select a Group, followed by the new Group's name → ex. Event Command Center

   

3. Select the appropriate Permission → ex. Access Manager

   

4. Click Save Changes

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Remove a User from a Group

To divorce a User from a Group:

1. Pick Manage Groups

   

2. Click the Orange X

   

3. Select Undo if you've made a mistake

   

4. Click Save Changes

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Change a User's Display Name

To change a User's Name:

1. Open the Users page

2. Click on the target User

3. Enter the new name → ex. change Delta to Delta Faucet

   • Pick Discard Changes if you change your mind

4. Press Save Changes

   

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Update a User's Email Address

• If someone changes their email address:
  • You may Remove the User → and Invite them again under a new Email address

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Delete Users & Invitations

To Remove a user (or an Invite) from your Organization:

1. Open the Users page

2. Click on the target User

3. Select Remove User from Organization → or Delete Invitation

   

4. Confirm your action → by clicking Remove User from Organization or Delete Invitation

   

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Review Existing Groups & Roles

• Before inviting new Users, it's helpful to be familiar with the existing Groups defined by your Organization:
  • Click Groups from the Admin menu
  • Select Edit to review the Resources awarded to each Group
  • Read Users & Groups to learn more

• It's also important to become familiar with the Roles your Organization has created:
  • Click Roles from the Admin menu
  • Select Edit and review the Creative Powers awarded to each Role
  • Read Groups, Users & Resources to learn more

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