Which role to assign to each new member ๐Ÿ‘จ๐Ÿณ

Table of contents

    ๐Ÿ’ก If you want to understand which role is the right one for each person in your organisation, this article is for you!

     

    โš ๏ธ This article is intended only for administrators of our products who can manage access for other employees from the administration area.

     

    ๐Ÿง  Understanding roles and statuses

    From the Welcome to the Jungle administration centre, you will be able to add all your colleagues!

    To add a colleague on a product, nothing could be easier, it is done in two steps!

    • You will first add the email address on your organization
    • Then, in a second step, add them to the products they need to use

    Each person who will be added will be assigned an access to your organization on the Welcome to the Jungle suite, as well as an access with a particular role on the specific products used by the organization.

     

    ๐Ÿ”ฎ Discover the different roles

    Roles at the Organisation level

    There are three roles at the organisation level. Each member is by default a collaborator, and three hats can be added to the collaborator status:

    • Administrator
    • Collaborator
    • User Manager

    The product explains perfectly the permissions of each one โคต๏ธ

    mceclip1.png

     

    Roles in Welcome Kit

    There are currently three statuses in Welcome Kit:

    • The Admin status
    • The status of Simple Member
    • The status of Restricted Member

     

    ๐Ÿ‘‰ Pssst, this article gives you all the information you need to know which status to open in Welcome Kit to protect the confidentiality of the data.

     

    ๐Ÿ‘€ Add new members

    Add members to your organisation and products

    To add a member on your products and in your organisation, nothing could be easier:

    1. Go to the administration centre
    2. Click on "Manage Members".
    3. Click on the black "Add Member" button
    4. Fill in the email address of the member(s)
    5. Choose the role to be given at the organisation level
    6. Add them to the products that seem relevant to you

    This gif shows you the different steps!

    Add_member.gif

     

    On the side of your employees

    As soon as you have sent the invitation, an email will be sent to the employee concerned. The screenshot below shows you the invitation that is sent:

    mceclip2.png

     

    Your collaborator will have to accept the invitation, and will then be redirected to the administration centre, which will ask him/her to accept the T&Cs and confidentiality clauses, and to take note of the products to which the company has given him/her access:

    mceclip3.png

     

    And there you go... the trick is done ๐Ÿ‘ !

     

    ๐Ÿ†˜ If you have any further questions, you can contact us on the support widget at the bottom right, or on the contact form at this link