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.

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.

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.

You can delete one of your spaces by clicking on the x (delete symbol) after the space name, the confirming the deletion.

For more information about organizations and spaces, go here.

#Inviting users to an organization/space

System admins can invite users to any organization. Others can invite users to their organizations.

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 Organizations List tab.

3. Choose the Add user tab.

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

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 will send an email to the person. When they click on the link in the email, they 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 their platform account and gives them access to the organization they were invited to.

TAP then displays a confirmation screen (shown below). They click 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.

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 their organizations/spaces.

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 (or space) to manage.

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

4. Confirm the deletion.

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