You can access Members by clicking on Organization and selecting Members.
Click on Invite Users in the top right
Invite Individual and Bulk Users:
Individual users
Put in the email address to send an invite. If the Member is in a user group select what User Group they are in. Learn about User Groups here.
Note: invited members are always added as authenticated users and have no content management/assessing capabilities. Their role will need to be updated after they are invited if you want them to have more abilities.
Bulk Users Upload
Click Bulk Upload to download a sample CSV. Fill it out, then upload the completed file here to add multiple users at once.
In the CSV, enter each user’s email address and the group they belong to. After the users are added, you can send invitations to all of them at once.
Invitations page
On the Invitations page - you will be able to see the status of the invitations you have sent.
You can resend invitations to members who have not accepted the invite yet.
Edit Members
To edit member go the Members page and click on the Eye symbol on the right side of the name.
On the edit page you are able to edit:
- Usernames / Email
- First Name
- Last Name
- Role
- Add or Remove from a User Group
- Remove the user from the organization
Select the user group the member should be in.
Remove user
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