ProcessMIX User Guide
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Organization’s team

Updated on September 25, 2023
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Organization team — a section in the Home application where the owner and administrator can add users to the organization, as well as create and manage user groups.

How to work with the organization’s team?

In order to go to the organization team, select the Organization team icon in the left vertical panel of the Home application and click on it. A page will open with a list of groups that exist in the organization. Alongside the default group, ‘All users’ will appear where all users of the organization are represented.

How to work with users in the organization’s groups?

Click on the All users button to view all users in the organization and add new ones.

To add a new user, in the already open tab ‘All users’ click on the Add icon button or select the Add option from the context menu in the section Users.

In a pop-up window enter the email of a user you want to add and click the CONFIRM button.

Note:

To add a user to an organization, the user must be registered on the platform.

To add a user to a group, open the required group and click on the Add a new user button or select the Add option from the context menu of a required group. In a pop-up window enter the email of the user you want to add and click the CONFIRM button. A user will be added to a group.

To filter Users to find a necessary user, click on the Filter button in the required group. You will see a field in which you can enter the name of a user that you need to find and enter the requested value. After that, the results of the match will be presented in a general list.

To delete a user, right-click on a required user, select the Delete option from the context menu, and confirm an action by pressing the CONFIRM button. When deleting a user from the default ‘All users’ group, the user will be completely removed from the organization’s Team. The user will no longer have access to the organization. However, the actions performed by the user will remain logged.

When deleting a user from the User group, the user is removed from the group but remains in the Team.

To give a user access to a project, go to the Projects and Repositories section, open the required project and go to the Project Users section.

To grant a user the administrator role, go to the Organizations page.

How to work with user groups in the organization’s team?

To add a new group, click on the Create a group button or select Add from the context menu. In a pop-up window enter a group name and click the CREATE button.

Note:

The group’s name should be longer than 3 symbols and shorter than 64. It can contain letters (Latin a-z A-Z), numbers 0-9, $, and underscores. It can begin from a letter or underscore character.

To rename a group, select the Rename option in the context menu of a desired group. When a pop-up appears, you need to enter a new name in the input field and then click on the Rename button. The group’s name will be changed.

To filter groups to find a necessary group, click on the Filter button . You will see a field in which you can enter a name of an element that you need to find and enter the requested value. After that, the results of the match will be presented in a general list.

To refresh groups to update list, click on the Refresh button . Clicking will update the data.

To delete agroup, right-click on a required group, select Delete from the context menu, and confirm the action by pressing the DELETE button.

Note:

Rename and delete options are not available for the default ‘All Users’ group.