You will be able to find the users page as a sub page to your organizations profile page.
Access required: Organization owner
Here you will see an overview of all the users that are part of this organization.
The users page can look something like this:
In this article you will find information about the following
User types
There are two types of organization users.
Organization owner
Owners are people who organize the organization.
The group of owners should be kept few, often one or two owners, as there might be a cost tied to the amount of active projects in the organization.
Organization owners will have access to the following:
The organization tool
Creating projects as long as your plan allows it.
Moving projects to other organiations they own.
This will free up a spot allowing for new projects to be created.
Note: Organization owners are configured by Catenda. If you wish to add/remove an organization owner, please have your contact person reach out to our support and we will be happy to assist.
Organization member
Members are accounts of people that owners often move in and out of projects in this organization.
To add a member use the add from domain button on the top right of this page.
Organization owners will be able to do the following with organization members:
Add an organization member to a project without an email invite
Top buttons
Add from domain
If you have registered your domain with Catenda you will be able to see this button.
You can request to register your domain by contacting support via the black chat button next to your profile picture on the top right or by sending an email to support@catenda.com
Clicking on this button will open the add from domain dialogue
In the example above the test.com domain was registered.
In the list of user to choose from you will see all Catenda users that have made an account with Catenda under the registered domain name.
If you are hoping to add someone that does not have a Catenda account yet you will have to wait until they have created their account before you can add them.
Search and filter
Hide empty filters
The "Hide empty filters" toggle is off by default which means you see all possible filters.
You can turn this filter button on to hide any filters have no results.
Role - role=owner,member
Owner - The owner(s) of the organization
Member - Organization members
Action buttons
After selecting one or more user(s) in the users list by clicking on their checkbox you will see the following action buttons appear towards the top of the projects list.
Add to projects
Add your selected users to one or more projects.
After clicking on add to projects, the add or invite members to projects dialogue will open up. This dialogue can look something like this:
Select projects
Select which projects you would like to add the user to
Select project role
Select the role they will have in these projects
Select users
Add or remove users before adding them to the selected projects without having to invite them by email.
Only users that are members of the organization can be added this way.
Other users will have to be invited by email.
Invite by email
Invite users by email without having to be part of the project.
These users will have to click on the invitation link in the email they are sent just like if they were to be invited via the project invitation page by a project administrator.
Remove member
Remove the selected members from the organization
Users list
Here you will see a list of users that are part of your organization.
Note: these are not all users that are part of projects belonging to your organization.
users that are part of projects can be found on the project membership page.
Checkbox
Select organization users
Member
The profile picture, username and email of the user.
They can either be a regular member or an Owner.
Owners will have access to the organization tool.
They will be able to add organization members to projects without inviting them.