Guides
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.
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
- Open People and access and pick the person in the list.
- Press Give a profile.
- Tick the profiles.
- Under Role on the profile, pick Owner, Operator or Viewer.
- Under Term, keep No end date, or pick Until a date and set the Last day of access.
- 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.