InfStones Documentation

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/Owner option, as shown below.
Selecting this option should add a new Organization menu to your dashboard.

1 Invite New Users

To invite new users, go over to your organization's page and click the Invite Users button, as illustrated below.
Next, you choose a role for the new user, enter their email address, and click the Add button.
Please be noted that only unregistered email address can be added.
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

2 Edit Organization Name

To change your organization's name, go to your organization and click the Edit button next to the existing name.
Once you've entered a preferred name, click the checkbox to save the changes.

3 Manage Users

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.

3.1 Edit role

To change a user's role, open the kebab menu in the same row as their name and select the Edit Role option, 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 Confirm button:

3.2 Remove user

To remove an organization member, go over to their menu and select the Remove User option, 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 Confirm button.
Once this process is completed, the user should be removed from your organization.
If you want to remove a user, you'll be prompted to first transfer their data to another member of the organization.

3.3 Transfer ownership

Before you can transfer ownership of your organization to a new user, the user must first be invited to join your organization.
Select a preferred user from your organization's member list and click the Transfer Ownership button, as shown below.
Click the Confirm button to verify this operation.
Once the process is complete, the new member should have complete control of the organization.