Member management

Members are the users who have access to your organization. Users can be members of multiple organizations.

Invitations

Inviting members to your organization

Inviting someone to join your organization provides them with a link to join the organization via email. Once they join, assign them a seat to enable them to issue themselves an organization access token.

1. Navigate to your Organizations page.

2. Select your organization.

3. Under User Management, select Invitations.

4. Select Invite Users, enter your team member’s email address, and then press tab. Repeat this process to continue adding members.

   Alternatively, you can select Bulk Upload and upload a .csv file containing your team members’ email addresses (for larger organizations).

   

5. Click Invite Members to send the invitations.

   Once you invite your member(s), they will receive an email to join the organization. Accepting the invitation in the email redirects them to the Anaconda.com login page. Once logged in, they can accept the invitation and join the organization.

   If the invited team member does not have an Anaconda.com account, they can create one using the email that the invite was sent to, then join the organization.

Reissuing an invitation

Invitations expire after seven days. You can reissue an invitation to a user to provide them with another seven days to accept the invitation.

Reissue individual invite

1. Navigate to your Organizations page.
2. Select your organization.
3. Under User Management, select Invitations.
4. Select the user you need to reissue an invitation for.
5. Click Resend Email Invite.

Removing an invitation

If you have invited someone to your organization in error, you can remove the invitation you sent. This also prevents the invitation recipient from being able to join your organization.

Remove individual invite

1. Navigate to your Organizations page.
2. Select your organization.
3. Under User Management, select Invitations.
4. Select the user whose invitation you need to remove.
5. Click Remove Invite.

Seats

Assigning organization seats

Once a member has accepted their invitation, you must assign them a seat (license) before they can issue themselves a token and access your organization’s channels.

Assign individual seat

1. Navigate to your Organizations page.
2. Select your organization.
3. Under User Management, select Users.
4. Select the user you need to assign a seat to.
5. Click Assign Seat.

Once you assign a member a seat in your organization, they will receive an email with a link to join the organization. Instruct them to open the link and go to the Token Access page to issue themself a token. For more information, see Tokens.

Revoking a member’s seat

If you have a user who no longer requires a seat in your organization, you can revoke their seat while retaining the user as a member of the organization. Revoking a member’s seat will invalidate their token and prevent them from accessing your organization channels.

Revoking individual seat

1. Navigate to your Organizations page.
2. Select your organization.
3. Under User Management, select Users.
4. Select the user whose seat is being revoked.
5. Click Revoke Seat.
6. Click Revoke Seat to confirm.

Permissions

Changing a member’s permissions

A member’s role determines their permissions within the organization.

1. Navigate to your Organizations page.

2. Select your organization.

3. Under User Management, select Users.

4. Select the user whose permissions you need to change.

5. Click Assign as Account Admin, Assign as Billing Manager, or Assign as Member. Available options are based on the user’s current role.

   You must be an administrator to update user roles. Administrators cannot change their own role.

6. Confirm your role assignment to set the user’s permissions.

Removing a user from the organization

If you want to remove a member from your organization completely:

1. Navigate to your Organizations page.
2. Select your organization.
3. Under User Management, select Users.
4. Select the user you’re removing from the organization.
5. Click Remove from Organization.
6. Click Remove User to confirm.

Managing members for large organizations

Manually adding members to your organization via the UI can be tedious when your user base numbers in the hundreds or more. Expedite the process using the Anaconda.com public API to add users to your organization, assign them a seat, and issue them a token.

Automate onboarding your organization members using the API!