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Managing Users within an Organization

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Kyle Burnett
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IN THIS ARTICLE

Organization owners and managers have administrative permissions for users within an organization. This allows them to invite new users, add or remove users from the organization, and change the role of users within the organization.

Viewing Users within an Organization

The following steps describes the processes for viewing all users within an organization and to access the user management controls (if you are an owner or manager of the organization to which the user belongs):

  1. In the top right corner of ProKnow, click your profile name, then click My Organizations:

    manage-users-1.png

  2. From the My Organizations page, click on the particular organization that you wish to manage:

    manage-users-2.png

  3. From the organization page, click the People tab to see a list of all users within the organization:

    manage-users-3.png

Changing the Role of a User in an Organization

Organization owners and managers can change the role of users within the organization (note that only owners can change the roles of other owners or managers). The following steps walks you through the process of changing the role of a user within your organization:

    1. Begin by following the instructions for Viewing Users within an Organization. This will take you to the People tab within the organization.

    2. From the People tab, click on the management dropdown for the desired user, then click on the Change Role... option:

      manage-users-4.png

    3. Select the desired role from the Change Role dialog, and click the Change Role button to save the changes:

      manage-users-5.png

NOTE

All organization must have at least one owner. If changing the role of a user would cause the organization to have no more owners (for example, if you were trying to remove yourself as the owner and there were no other owners) the role change will fail.

Remove a User from an Organization

Organization owners and managers can remove users from organizations (note that only owners can remove other owners and managers from the organization). The following steps walk you through the process of removing a user from your organization:

  1. Begin by following the instructions for Viewing Users within an Organization. This will take you to the People tab within the organization.

  2. From the People tab, click on the management dropdown for the desired user, then click on the Remove... option:

    manage-users-6.png

  3. You will be prompted to make sure that you wish to remove the user from the organization, click on the Remove button to confirm removing the user:

    manage-users-7.png

Inviting Users to an Organization

Please see the articles devoted to Inviting New Users Via Join Link and Inviting New Users Via Email.

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