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Give profiles to the team

How to give a person profiles with the owner, operator or viewer role, set an end date for access and take access back.

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After this page a person on your team has access to the profiles they need, with a role and, if you want, an end date.

You need

  • The Admin role in the organization. A profile’s owner grants access to their profile from its menu: Access….
  • The person is a member of the organization. People are invited, and their organization role is set, in the organization’s console under Members.

Steps

  1. Open People and access and pick the person in the list.
  2. Press Give a profile.
  3. Tick the profiles.
  4. Under Role on the profile, pick Owner, Operator or Viewer.
  5. Under Term, keep No end date, or pick Until a date and set the Last day of access.
  6. Press Grant …; the button shows the number of profiles picked.

To give several profiles from the list, tick them and press Give to a person.

Result

The person sees a banner in My profiles, and the profiles are in their list. Access with an end date goes away by itself on the last day at 23:59 Kyiv time, and open launches close.

Take access back

  • From one person, for all profiles: in People and access, pick the person and press Revoke all access → Revoke. The profiles stay with the organization; open launches close.
  • To disable a member, Disable… leads to the organization’s console; their launches close within a minute.
  • To hand a whole profile to another person: the profile’s menu → Transfer….

If it didn’t work

  • Couldn’t grant: you don’t have the right to grant access to this profile. Ask an admin or the profile’s owner.
  • There’s nobody else in the org.: invite the person first, in the organization’s console under Members.

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