Table of contents
💡 If you want to understand which role is the right one for each person in your organisation, this article is for you!
⚠️ This article is intended only for administrators of our products who can manage access for other employees from the administration area.
🧠 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.
🔮 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:
- User Manager
The product explains perfectly the permissions of each one ⤵️
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
👉 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.
👀 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:
- Go to the administration centre
- Click on "Manage Members".
- Click on the black "Add Member" button
- Fill in the email address of the member(s)
- Choose the role to be given at the organisation level
- Add them to the products that seem relevant to you
This gif shows you the different steps!
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:
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:
And there you go... the trick is done 👏 !
🆘 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