0.7 Managing organizations spaces and users

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This page shows you how to create a new organization and a new space under an organization. It also shows you how to invite users to an existing organization or space. And it includes steps to delete organizations and spaces, and users from organizations/spaces.

Adding a new organization

You must be a system admin to do this.

Here are the steps to create a new organization:

1. Navigate to User management and click on Manage organizations.

2. Choose the Add organization tab.

3. Specify a name for the organization in the Name field.

4. Click the Add organization button.

5. TAP creates the organization and displays a confirmation message in the upper right of the screen.

For more information about organizations and spaces, go here.

Deleting an organization

You must be a system admin to do this.

Here are the steps to delete an existing organization:

1. Navigate to User management and click on Manage organizations.

2. Choose the Organizations List tab.

3. Select the organization you wish to delete on the left side.

4. Click the red Delete organization button on the lower right side.

5. Confirm the deletion.

6. TAP deletes the organization and displays a confirmation message in the upper right of the screen. Refresh your browser after several seconds to see the deletion reflected on the screen.

Adding a new space

System admins can add spaces to any organization. Others can add spaces to the organizations they manage.

Here are the steps to add a new space within an existing organization:

1. Navigate to User management and click on Manage organizations.

2. Choose the organization to add a space to in the Organizations list tab.

3. Specify a name for the new space under Organization spaces.

4. Click the Add space button.

5. TAP creates the space and displays a confirmation message in the upper right of the screen.

You can delete one of your spaces by clicking on the x (delete symbol) after the space name, the confirming the deletion. TAP deletes the space and displays a confirmation message in the upper right of the screen. Refresh your broswer after several seconds to see the deletion reflected on the screen.

For more information about organizations and spaces, go here.

#Adding users to an organization/space

System admins can add users to any organization. Others can add users to organizations they manage. If the user does not already have a user account on the platform, TAP generates an invitation email to the user.

Here are the steps to invite a user to an existing organization:

1. Navigate to User management and click on Manage organization users.

2. Choose an organization from the dropdown menu at the upper right of the screen.

3. Choose the Add user tab.

4. Enter the email address of the user you wish to add.

5. For most users, do not select a Role (the default None is appropriate for most users). For some users, select the appropriate Manager/Auditor role.

6. Click the Add user button.

For existing platform users, TAP will notify you that the user has been added to the organization. But you must notify the user of this addition, as TAP does not send any notifications.

If the user does not yet have a TAP account, TAP sends an email invitation to the user. When they click on the link in the email, they will land on the registration page shown below.

The user enters their password choice (twice), selects the Terms of Service checkbox, and clicks Create account.

TAP creates the user's platform account and gives the user access to the organization they were invited to.

TAP then displays a confirmation screen (shown below). The user clicks on the login link in the confirmation screen to log into the platform. (Remind them to save the login link for future use.)

A similar flow applies to inviting users to a space, but you need to start with Manage space users in step 1 and choose both the organization and space from the dropdown menus in the upper right of the screen in step 2, as shown below.

For more information about organizations and spaces, go here.

#Deleting users from an organization/space

System admins can delete users from any organization/space. Others can delete users from organizations/spaces they manage.

Here are the steps to delete a user from an existing organization (or space):

1. Navigate to Manage organization users (or Manage space users).

2. Choose the organization (and space) to manage from the dropdown menu in the upper right of the screen, as shown below:

3. Click the x (delete symbol) next to user you wish to delete.

4. Confirm the deletion.

5. TAP deletes the organization (or space) and displays a confirmation message in the upper right of the screen. Refresh your browser after several seconds to see the deletion reflected on the screen.

This only deletes the user from the organization or space; their user account still exists at the platform level.