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How to Invite a New Member into Company and Organization

To manage larger device networks you usually need more than one member. You - Company Owner, Company Manager - can invite more people into your Company and Organizations and precisely define the level of access for the newly invited members.

Invite members into your Company

On the Company profile page is an option to invite new members into your Company. The invitation is sent over email. At the time of sending out the invitation you already define the Role for the newly created member.

Company Member Roles:

RoleShort description
Company OwnerSuper administrator of the whole Company and all of Organizations. Responsible for billing.
Company ManagerAdmin member within Company with access to all Organizations
Company UserStandard member within the Company with access to only specifically assigned Organizations.

Roles in detail are described here.company-inv.jpg

Invite members into your Organization(s)

To give your Company members access to the devices, you have to invite them to Organization manually. This is a security element to prevent any undesired access.

While inviting a Company member to the Organization, you can assign an Organization-specific Role.

Organization Member Roles:

RoleDescription
Organization ManagerCan manage all devices, view members and tags
Organization UserCan manage devices and use tags

Roles in detail are described here.

org-inv.jpg

Changing Member Role

To change a Member Role, navigate to the Organization Detail page or the Company Detail Page and select the new Role from the dropdown menu.

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Important remarks

  • A Company member does NOT have access to ANY Organization unless you invite them into one
  • Any member invited to an Organization is automatically added to the Company as a Company User

Common use cases

Add a member to a single Organization

This use case describes how to restrict a member's access to devices by adding them to a specific organization within a company. Initially, the member is given a 'Guest' role in the company. Then, they are assigned either a 'User' or 'Manager' role in the desired organization.

How to:

To limit a member's access to devices within a specific organization, follow these steps:

  1. Invite the member to your company and assign them the role of 'Guest.'
  2. Go to the desired organization and add the member to it with the role of either 'User' or 'Manager.'