Key Features and Benefits
User Management: Easily invite new users, manage their permissions, and archive accounts for those who have left your organisation.
Streamlined Approval Process: Monitor and approve user requests promptly, ensuring that your team has the necessary access to perform their roles.
Enhanced Collaboration: Facilitate communication within your organisation by assigning roles and permissions that align with each user's responsibilities.
Efficient Organisational Structure: Maintain a clear structure by granting or revoking permissions as needed, ensuring compliance and security.
Updating company details: Admins update and maintain the relevant details about the organisation.
Note: Company and Organisation are interchangeable terms.
Functions
1. Finding Company or Organisations & their Administrators
From the top navigation menu, go to the 'Organisations' menu and 'Search organisations'
Select the organisation that is relevant to find out who the Administrators are
If you are an Administrator, you can perform the functions below (numbered 1 through 5).
If you are not an Administrator, email one of the Administrators and request they undertake the desired operations, or, that they invite you to their organisation and set you as an Administrator.
2. Inviting New Users
To add new users to your organisation:
Select Admin in the navigation menu, then click on Invite User.
Enter the email address and name of the user you wish to add.
Click Invite User. The user will receive an email with an activation link and will not require further permission approvals.
Note: you can't add an entire organisation to another organisation. Permissions and invitations must be on an individual per-user basis.
3. Managing User Permissions
After inviting a user, you can:
Update Existing Users: Modify permissions based on their roles.
Grant Roles: Assign 'Organisation Administrator' permissions to colleagues and 'STMS User' permissions for those who need access to the STMS Deployment Tool on-site.
4. Handling Pending Users
When a user registers under your organisation, they will be in a "pending approval" status, indicated by a red banner on their dashboard.
Monitor Pending Requests: You will see a card on your dashboard titled "Pending users -->," which shows the number of users awaiting approval. Click on this card to access the list of requests.
Approving or Declining Users:
On the Pending Users page, select Contractor from the Role dropdown and click Approve to grant access.
If you wish to provide admin permissions, select Company Admin from the dropdown before approving.
To decline a request, add a comment explaining the decision and click Decline. This comment will be sent to the user in a notification email.
5. Removing Users
If a user has left your organisation, you can:
Remove them from your organisation: This will remove their access while retaining their information for record-keeping.
6. Updating company information
If you need to update your company information, you can:
Find your company in the Organisation Search
Edit your company details & Save
