Organization management
This section covers managing the organisation itself: who is a member, what role they hold, and how requests for elevated access are handled. All operations described here require the organisation manager role.
Invite organisation members
At the organisation level, you can grant two types of permissions: organisation manager and organisation faculty. To learn more about what each role can do, see the documentation on roles.
From your dashboard, click the cogwheel button in the top right corner.
Select Organization users.
Click on + INVITE on the top right corner of the Organization users screen.
Choose the type of organisation membership to grant, enter the email address(es) of the people you want to invite, and click the invite button.
Elevate or relegate a role
To change an existing user's role, you do not need to send another invitation if you are an organisation manager.
From your dashboard, click the cogwheel button in the top right corner.
Select Organization users.
On the MEMBERS tab, each user has a CHANGE ROLE option.
Choose the type of organisation membership to grant.
Click SAVE for the changes to take effect.
Revoke an organisation members
Organisation managers can completely remove members of an organisation. This removes all roles recursively within every Space of the organisation and then revokes the organisation membership itself - a full cleanup.
From the dashboard, click the cogwheel button in the top right corner.
Select Organization users.
For each user, a light X button is visible on the right - click it to trigger the Revoke action.
Read the details carefully. This operation can't be undone later. If you want to restore the user's grants later, you will need to add each one separately.
When you have reviewed the details, click REVOKE.
Review access requests
Users do not get proper read access to public datasets, they are only informed of their existence - this is called the observer role. Users with the Instance Observer role in a dataset Space can request elevation to Instance Viewer access. Organisation managers approve these requests.
On the top right corner of your screen, click the Bell icon (User notifications).
The dropdown shows the Requests item - if any are pending, the count is shown next to it.
Click Requests.
Navigate to the REQUESTS TO APPROVE tab.
For each request you can decide to ACCEPT or REJECT.
Where to go next
To configure organisation-wide services (database tables, video library, HPC), see Administration.
To monitor resource consumption across the organisation, see Resource monitoring.
For the role model and what each role can do, see Concepts › How roles are organised.
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