How can I manage users in a group organization?
Each group organization in Psylio has one or more administrators. As an administrator, you have access to the User management tab, where you can:
- View the list of active and inactive users in your organization.
- Manage members' access and roles.
Inviting new users: To invite a new user to join your group organization, whether they already have a Psylio account or not, follow these steps.
- Open the User management tab.
- Click on Invite a new user.
- Enter the email address of the new member. If the person you’re inviting already has a Psylio account, make sure to send the invitation to the email address associated with that account. This ensures they can link their account to your group organization.
- Click Send invite to invite them to join your organization.
Remove access to the organization: To remove a member's access (whether they are an advisor, administrator, or coordinator) from your group organization, follow these steps.
- Open the User management tab.
- Click the three dots to the right of the name of the person you want to remove.
- Select Remove access to organization.
The user will now appear in your organization's list of inactive members. They will no longer have access to the "Organization" tab in their account and won’t be able to access any records contained in that tab. You can restore their access at any time.
As an administrator, you can also assign or remove the coordinator role. For more information, refer to the following article: What is the coordinator role?
Related Articles
My group organization has been created in Psylio. How to proceed as an administrator?
Welcome to your group organization! Here are some tips to help you get started with your organization in Psylio: Use the right account: When you log in to Psylio, you will see two accounts: one with your name and another with your organization’s ...I’ve just joined my group organization on Psylio. How can I properly configure my account?
Welcome to your group organization! Here are three tips to help you get off on the right foot: Use the correct account: When you log in to Psylio, you’ll see two types of accounts: one under your name and another under your organization’s name. ...I had a solo account and have just joined an organization. How can I avoid being billed as a solo customer?
When you join a group organization, you'll always have access to two accounts. The one under the name of your organization, and the one under your name. If you wish to avoid being billed for your personal account, you'll need to revert to the free ...What is the difference between collaborative spaces and record sharing?
Collaborative space: A secure area that allows members of the same organization to share information, whether related to a record or not. Enables adding notes, observations, or general information related to a person, group, or other. It is possible ...What is the coordinator role?
The coordinator role is optional and can be added by the administrator of a group organization in Psylio. This role was designed to improve record management within these organizations. The coordinator oversees a team of professionals and is ...