Invite your team and set roles

By the end your colleagues will be members of the workspace, each on a role that allows what you decided and nothing more.

Before you start

• Who: an Org admin. Inviting, removing, changing someone's role and editing roles are administrator work: the switches Invite members and approve join requests, Remove members, Change a member's role and Create and edit roles are marked Administrators only, and the Org admin role holds them all.
• Plan: your plan sets how many members the workspace can have, and Members shows how many places are used.

Access is the Org admin's call. Of the six built-in roles, Compliance manager, Compliance officer and System owner start broad: every permission except the administrator-only ones, on every system. Open a role to see what it holds before you give it; you narrow it, and nothing in Veritome narrows it for you.

Steps

1. In the rail, under Configure, open Organisation, then Members & roles. In the new layout, choose Invite members in the company menu, or Company settings and then Members & roles.
2. Stay on Roles and select the role you want to give, for example System owner. Its switches are grouped by area, such as AI systems and Team.
3. To narrow it, untick what it should not do. To limit it to the systems people are assigned, untick See every AI system and tick See only the systems they are assigned to. Press Save changes. Your organisation's version keeps the role's name.
4. For a role of your own, press Create custom role, name it, choose its switches and press Save custom role. Clone role starts one from an existing role's switches.
5. Switch to Members and press Invite member. Enter the Email, a name if you like, choose the Role, and press Send invite. They receive an email invitation.
6. If their role sees only assigned systems, press Edit on their row, tick the systems under Systems they work on, and press Save changes. With none ticked, they see the systems they own.
7. To change someone's role later, press Edit and choose another Role. To remove a teammate, press Remove and confirm with Remove member: they lose access to the organisation immediately.

What you have now

Members on the roles you chose, set the way you decided. Colleagues who sign up with your organisation's email domain wait under Joining from your domain until an admin presses Approve or Reject.

If something goes wrong

• There is no Invite member, Edit or Remove button. A button appears only when your role can use it. Ask an Org admin.
• A plan limit message for team members. Every place on your plan is taken; the message names the limit.
• "That person is already a member of this organisation." Press Edit on their row to change their role instead.
• A role's switches cannot be changed. Editing roles needs Create and edit roles, and the Org admin role itself always holds every permission. A switch marked Administrators only works only on a role with Administrator role ticked.

Related

• Invite your team and assign owners
• Organisation: profile, members, billing, security and data
• Set up SSO and SCIM provisioning
• Plans, billing and upgrades