In this article
An "Organization" within our ecosystem refers to the entity that houses all users within your company creating and collaborating on assets like products and projects. Anything created by users in the organization and any data generated by these assets will ultimately be "owned" by the organization. So, to ensure you have the right people collaborating on the right assets, this article will help you understand how to invite users and manage their permissions within our platform.
Where to manage your organization
The organization management page is located in the "Organization" module, which can be reached by using the navigation widget shown while logged in (see image below).
Organization management is accessible from the navigation widget while logged in.
Editing essential brand settings
The organization management page is split into two areas:
People - invite, remove or manage user permissions (see later section)
Brand settings - edit how your brand appears for outside observers on the platform
Only users with the Organization admin role are able to edit the brand's basic settings, so before you venture to edit anything, make sure you have this role by checking your user roles in the People interface.
The available settings on this page are:
Organization logo - the graphical representation of your brand across the platform
Brand name - the name displayed for your brand across the platform
Brand permalink - the brand's identifier within URLs across the platform
Please note: the Brand Permalink cannot be edited without our support. Please reach out to your account manager if you want to change it.
Managing users in your organization
What users are part of your organization can be managed from the People interface within the Organization module. Here, you will find all the tools you need to invite, remove and edit user roles within the organization.
Inviting users
Users can be invited to your organization by clicking "Invite people":
People management interface - click "Invite people" to add users to the organization
In the dialog that appears, specify the email addresses of those you want to invite and select the role(s) they should be assigned. You can specify multiple email addresses by separating them with a comma. Note that role selections are made in bulk, so if you invite 3 people and select a role, they will all receive this role.
Invite dialog - specify email addresses of those you want to invite and select the roles you would like to assign them
Only users with an account on the platform can join an organization.
Inviting a user without an account will notify them of the invitation, along with information on how to sign up before being able to accept.
Inviting a user with an account on the platform will automatically add them to the organization and notify them of this.
Removing users
To remove any user from your organization, click the pen icon for that user and click "Remove user":
Step 1: click the pen icon for the user you want to remove in the People interface
Step 2: click "remove user" and confirm to remove them
Managing user roles
Simply put, roles govern what users within your organization are able to do across the platform. As an example, users with the Product manager role are able to edit anything related to your published products, be it materials, components or systems. A user with the Analyst role gets view-only rights for more assets, but they cannot edit products like a Product manager.
To add or remove a role from a user, click the pen icon for the user you want to edit in the People interface and select/de-select roles in the grid within the dialog. To confirm your selection, click "Save" and allow for 5 minutes until the the new permissions take effect.
Step 1: click the pen icon for the user you want to edit in the People interface
Step 2: select/de-select roles for the user and click "Save"