Overview

1) Description

2) Adding Organization Members

Step 1: Go to Settings

Step 2: Go to the Organization members Tab

Step 3: Press The "Invite Member" button

Step 4: Enter the Email, Select the Member Role and press Invite

3) Changing Permissions of a Member

3.1 Permissions Overview

4) Removing a Member


1) Description

Having Organization Members allows other users to configure and use tasks and Integrations in your Organization.


2) Adding Organization Members

To add a new Organization Member you have to do the following:

Note: Only Admins and the Owner on an Organization can add new members.

Step 1: Go to Settings

The Settings can be found by the gear icon in the bottom left part of the interface within the dash panel.

Step 1: Settings

https://app.syncspider.com/v2/settings/

Note: When trying to add a new Organization Member for a Sub-Organization make sure the Sub-Organization is selected in the home screen before going to settings.

(Agency and Enterprise only)

Step 2: Go to the Organization members Tab

https://app.syncspider.com/v2/settings/members

Step 3: Press The "Invite Member" button

Step 4: Enter the Email, Select the Member Role and press Invite

Once a member is invited a full overview of your main Organization tasks will be given

to the invitee.


3) Changing Permissions of a Member

Once a member is invited in your Organization your can still change the permissions in case the position of the member changes.

3.1 Permissions Overview

When changing the roles you are presented with the following options:

User:

• Create and edit tasks
• Creating projects
• Add new Integrations
• use the Custom Integrations Builder (If included in plan)


Admin:

Can do everything a User can and additionally

• Invite new members to the Organization.
• Edit the Organization settings and name.
• Edit roles of other Users

Owner:

This will pass on the Ownership over the Organization granting complete control.

Please note that an Organization can only have 1 Owner.

Assigning a member as an Owner will remove your Ownership of the Organization.


4) Removing a Member

A member of an organization can be removed under the Actions section by pressing the trash bin icon.

Once pressed you need to give an additional confirmation before the user is removed from the organization.


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our Chat Widget!

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