How to invite a user to an organization on CopPhil
In this article, you will learn how to invite other users to your organization as an administrator so that it has multiple members. Users within the Organization will get the same access and quota roles to services which were assigned to it.
In addition, we will cover how a user can accept this invitation. You wil also learn how to leave an organization.
Prerequisites
No. 1 Account
You need an account on CopPhil cloud: Register and create a new account on CopPhil
This is required for all workflows covered in this article.
No. 2 Administrative privileges within an organization
If you want to invite another user to an organization, you need to be its member with administrative privileges. That organization must be accepted by CopPhil operators.
To learn how to create an organization, check How to create an organization on CopPhil
Alternatively, you can join an existing organization and its admin can grant you admin privileges by following article /usermanagement/How-to-manage-users-within-an-organization-on-CopPhil
No. 3 Membership within an organization
If you only want to leave an organization, you don’t need to be its admin.
However, remember that you cannot leave an organization if
you have administrative privileges, and at the same time
no other user within that organization has administrative privileges.
What We Are Going To Cover
Inviting users to an organization
Accepting invitation to an organization
Leaving organization
Inviting users to an organization
As an administrator of an organization, sign in to CopPhil.
Navigate to Invitations:
Click Add invitation:
You should be asked for confirmation:
Click Confirm.
An invitation code should now appear:
Copy this code and send it to the person whom you want to invite.
If you close the window containing the invitation code to return to list of invitations, you should see your invitation on the list:
If you lost the invitation code, you can view it again by clicking the eye icon:
Wait until the person to whom you sent the invitation accepts it.
To see users who are members of your organization, navigate to Users & privileges:
Once the invitation is accepted, you should see that user on this list, alongside any other members of that organization, including you.
Accepting invitation to an organization
Let’s now assume that you are a user who received an invitation code to an organization.
If you haven’t already, create an account by following Prerequisite No. 1 of this article.
Sign in to MyServices on CopPhil cloud.
Navigate to Organization:
Click Provide invitation code.
In the form which appeared, enter the invitation code you received from the administrator and click Accept invitation
In the bottom right corner of the page, a confirmation should appear.
The next screen shows the details of the organization which you’ve joined:
You are now a member of that organization.
Leaving an organization
To leave an organization, make sure that you are on page entitled Organization.
Within section Manage assignment click Leave
You should be asked for confirmation. Click Confirm
In the bottom right corner of the page, you should get the following confirmation:
The page Organization should now once again contain options for creating a new organization and joining an existing one.