As an Account Admin, you can manage your organisation's users on the Profile Platform. The main features are:
- Invite an existing user to your organisation
- Assign roles to users in your organisation
- Remove users from your organisation
- Invite a user to register and become part of your organisation
Let's explore these in more detail.
1. Invite an existing user to your organisation
To add a user to your organisation, click on the Add / Invite User to Organisation button:
If you are part of multiple organisations, click on the relevant organisation, and you can add the email address of the user you would like to invite:
Add the email address of the user you would like to invite to your organisation:
If the user already has an account, you will see this confirmation message and you can click on next:
Once you do, you will be able to select the role that you would like to assign to this user:
The information button will give you a succinct description of what the role is, and what it is for.
When this is done, you will see this new user as part of your organisation.
2. Assign roles to users in your organisation and Remove users from your organisation
From the Dashboard, click on thelogo to access the list of Users who are part of your organisation.
From there, you can click on "Change" to edit the roles assigned to this user or remove to remove the user from your company.
3. Invite a user to register and become part of your organisation
If the user does not have an account linked with the Profile platform yet, you will have the possibility to send the user an invitation:
To do so, click on the "Invitation" and you will access a dialogue where you can add the email address of the user you would like to invite.
You will also have the possibility to add a note, and finally, a template message will be provided that you can change if you like.
Once this is done, you will be able to keep track of users you have invited and remove them from the list if the invitation is no longer relevant.
To access the list of users invited to your company, from the Dashboard, you can click on the Letter Logo.