Organizations

Create Organization

Steps

(Details TBD)

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Change Organization Name

Steps

1. Navigate to Organization > Settings
2. Edit the Name field under Basic Information
3. Click Save Changes

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Change Organization Description

Steps

1. Navigate to Organization > Settings
2. Edit the Description field under Basic Information
3. Click Save Changes

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Invite a User to the Organization

Steps

1. Navigate to Organization > Users
2. Click Invite Users

3. You can invite users individually or in bulk:

4. Individual Invites

   • Enter the email of the user you wish to invite
   • Note: their email must be from the same domain as the organization
   • In the Access grant field, select the start date
   • In the Access expiration field, select the end date (Optional)

5. Bulk Invites

   • Click Bulk Invites
   • Enter emails separated by commas
   • In the Access grant field, select the start date
   • In the Access expiration field, select the end date (Optional)

6. Click Review

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Remove a User from the Organization

Steps

1. Navigate to Organization > Users
2. Click the [PLACEHOLDER FOR ICON] icon next to the user you want to remove
3. Click Remove from organization