Adding Members at the Organization Level

If you are an organization owner, you can add new members to your organization. To do this, go to your Profile and Organization Settings menu.

profile-org-settings

From the menu, choose Team.

invite

Invite Team Member to Crowdcontrol

To invite a new team member to Crowdcontrol, select the Invite A Team Member button on the right side of the Organization members page.

add

A pop-up invitation form will appear.

invite

Fill the Invitation Form

First, type the email address for the team member you want to invite to Crowdcontrol.

email

Next, use the sliding toggle to assign as an Organization Owner or Organization Member.

role

Organization Owner vs. Organization Member: Organization Owners have access to all programs and submissions at an organization level. Organization Members have access to all submissions on programs they have been assigned to. Learn more about roles and permissions.

Last, if the member is chosen as an Organization Owner finish the invitation process by clicking the Send Invite button.

If the member is chosen as an Organization Member continue filling out the form by using the drop-down arrows to assign the appropriate role on each program the team member will be participating on. Then click the Send Invite button.

permission

An invitation email will be sent, the new team member will now have to accept the invitation.

Choosing Roles for Members: Members should be given the appropriate role on each program according to their program responsibilities. Any program that is not applicable to the member, keep the role set to No Permissions - this will explicitly restrict program access to this specific user. Learn more about roles and permissions.


Onboarding
Account Management
Program Management
Reporting
Submission Management
Integration Management