Invite Users into Organization
How to invite team members to your organization on InfStones
For Organization Admin/Owner, once you are logged in to your InfStones dashboard, the context menu (top-right) will show you whether you're signed in as an organization member or an admin. To enable organizational settings, open the menu and select the
Switch to Admin/Owneroption, as shown below.
Selecting this option should add a new
Organizationmenu to your dashboard.
To invite new users, go over to your organization's page and click the
Invite Usersbutton, as illustrated below.
Next, you choose a role for the new user, enter their email address, and click the
You can choose from the following roles:
- Admin - This user will have full administrative privileges and access to all data in the organization
- Member - This type of user can only access their own data
To change your organization's name, go to your organization and click the
Editbutton next to the existing name.
Once you've entered a preferred name, click the checkbox to save the changes.
From your organization page, you can see all invited members' names, roles, email addresses, and the date they joined the organization. You can also use the provided search box to find any member.
To change a user's role, open the kebab menu in the same row as their name and select the
Edit Roleoption, as highlighted in the image below:
Afterward, you will be prompted to choose a new role for this user; choose a preferred new role and click the
To remove an organization member, go over to their menu and select the
Remove Useroption, as shown below:
In the next process, you'll be prompted to transfer this user's data to another organization member. To proceed, select a preferred member to transfer the data to and click the
Once this process is completed, the user should be removed from your organization.
Select a preferred user from your organization's member list and click the
Transfer Ownershipbutton, as shown below.
Confirmbutton to verify this operation.
Once the process is complete, the new member should have complete control of the organization.