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Multiuser account - Inviting / removing a team member

If your organisation has subcribed to a multiuser account and you have admin authority you have the option share your account with an agreed number of other users.

In this section we will describe how to invite additional users to join your CERTAIN account.

⚠️ Caution - Sharing your account!​

When sharing your account using with a multiuser subscription, it is important to understand that you are sharing your projects and information with others. They are given an " editor " role and can ammend, archive and delete your projects in the same way you can. Plus they can create new document revisions and download the final documentation.

These users do not however aquire " admin " rights to invite further individuals to join.

1. Click on Settings in the main menu​

2. On the Settings page select the tab "Account & Team"​

3. The "Account and Team" summary view​

This summary screen lists all the users with access to your account and their access level.

You are also informed based on your subscription how many invitations you still have available.

4. Inviting a further team member to join​

Click on "Invite member"

5. Provide the email address of the new team member​

Send the invitation by clicking on "invite".

Important: Only e-mail addresses that are not previously registered in another account can be invited.

6. Getting the new user started​

The new user will receive an email invitation which must be first accepted.

Once accepted the process is the same process as for a new registration as described in this Wiki under "Registration and login". For reference use the link below.

https://docs.certain-cloud.de/docs/first-steps/login

7. Removing a user from the team (Admin only)​

Click on "Settings" in the main menu followed by "Account and Team"

If you are an admin and wish to remove a user from the team click on the red delete symbol next to the chosen person.

⚠️ Removal from the team?​

By removing a team member they will lose access to the application and the team's projects.

This will not remove or delete projects they have created or edited. Those projects will still be available and shared with the rest of the team as before.

8. Confirm the removal from the team​

If you are sure then confirm the removal by clicking on delete.

The chosen email will be removed from the team list and have no further access to CERTAIN or the team's projects.

(v0.0.3)