Organization Admin Dashboard Walkthrough
Overview of the Organization Member Dashboard for Org Admins
Researcher Seat Request
See how researchers add users to their project and how they can request a seat if none are available
Approve a Seat
Org Admins are notified and can approve the purchase of additional seats when they reach their limit without leaving the app.
Adding Seated Members to an Organization
Organization Admin can invite new users to available seats in their organization. This step is also important if you have agency partners running projects from your subscription. Adding them as researchers will allow them to link the research to your subscription.
Instructions
- Sign in to your Discuss account
- Click on "Memebers" on the top right of your dashboard
- Click on "Invite Members"
- Simply enter their emails, select roles, and add them to the organization.
- If all seats are filled, they will be able to add a new seat to their subscription on the dashboard.
- It's important to note that adding a user to the organization does not automatically give access to any projects. They need to be added to specific projects
Buy a New Seat From the Organization Members Management Dashboard
Organization Admins can add new users from the Members Dashboard using the “+ Invite Members” button. The system will calculate the amount that will be added to your next invoice for the new seat. By choosing confirm, you are agreeing to pay this amount.
- Select “+ Invite Members”
- Choose Researcher or Organization Admin
- Select Confirm on the dialog to agree to the additional charges
Seated Member Request Approval
When an organization has reached its seat limit, Researchers can request new seats from the Project Overview page by adding an Editor or Collaborator to a project.
When a request is made, the Organization Admin will receive an email notification letting them know that there is a pending request to add a new Researcher to their organization. They will also see a notification on their Dashboard when they log in, letting them know that a request is pending.
Any pending requests will be called out at the top of the page. The Admin can choose to Approve or Deny the request.
- Approving a request
Approving the request will add a new seat to an organization’s subscription and the pending user will be promoted to the Researcher role. The system will also automatically promote the pending user to the Editor or Collaborator on the project where the request was made.
In the case where an Admin wants to approve the request without adding a new seat to the subscription, it is necessary to make a different user a Viewer before approving the new seat request.
- Denying the request
An Admin can also choose deny from the dropdown and the pending user will remain a Viewer.