Organization-level User Management
Written by Jeongwon Kim,Airbridge users have different user management capabilities depending on the organization role they are assigned.
Understanding Airbridge user roles
For effective user management, understanding the capabilities of different user roles is essential. For details about user roles in Airbridge, refer to this article.
Admins and Managers can invite users to the organization and manage them. Members can only view the user list.
When a user creates a new organization while registering a new app to Airbridge, the user will be automatically assigned the Admin role.
Admins have full access to all user management capabilities. Here is the full list of capabilities of Admins:
Invite new users to the organization assigning them any organization roles and app roles
Change the organization roles and app roles of existing users within the organization
Delete users
Add a new app to the organization
Edit the display name of the organization
Managers have limited access to user management capabilities. Here is the full list of capabilities of Managers:
Invite new users to the organization assigning them Manager and Member roles as organization roles
Invite new users to the organization assigning them any app roles
Change the organization roles and app roles of existing users within the organization
Delete users
Add a new app to the organization
You need to navigate to the [Organization Settings] page to manage users on the organization level. Follow the below instructions to find the [Organization Settings] page.
From the [My Apps] page, select the “Organization” menu. If you belong to more than 1 organization, you can select the organization name you want to manage users.
From the app dashboard, select the “Organization” menu in the top menu bar, or select “Organization Settings” from the drop-down menu when clicking the account name on the top right.
Note
Agency and Media Partner users can invite other users from the individual app dashboards in the [Settings]>[User Management] menu. Refer to this article for detailed instructions.
Agency and Media Partner users will soon have access to the [Organization Settings] for user management.
Select the [User Management] tab to view the user list and manage users in the organization.
Admins and Managers have access to the following capabilities:
Invite users to the organization and grant organization roles at once. Select apps to grant access to new users and assign app roles.
Change the organization roles and app roles of existing users. Grant users access to new apps.
Remove access to certain apps from users or remove users from the organization.
To invite a new user to your organization, click the “Invite a new user” button in the [My Organization] tab.
In the popup window, enter the email of the user you want to invite and select the organization role, app, and app role you want to assign to the new user.
Refer to the details below for the fields that need to be filled in the popup window.
Enter the email addresses of the users you want to invite to the organization. You can enter multiple emails at once by separating them with an enter, tab, or space. An email will be sent out with an invitation link. Those who are new to Airbridge will be guided to sign up via the invitation link. Once signed up, they can accept the invitation to the organization. You can also copy the list of email addresses from a spreadsheet and paste them into the field.
Select the organization role you want to assign the new users. This is a required field. Managers can select only “Manager” or “Member.” Refer to this article for more details on organization roles.
Select apps you want to grant access to the new users. If you can’t find the app you want to grant access, register the app to Airbridge first. This is not a required field - you can invite the user to your organization first and grant app access later.
Select app role, which will apply to all selected apps. Refer to this article for more details on app roles.
Click the “Send invitation” button once you entered all fields. Users will receive an email with the invitation link, which is valid for 72 hours from when the email is sent. Users can accept the invitation by clicking the invitation link in the email.
Refer to the following table for the invitation status.
Status | Description |
|---|---|
Pending | The user has not accepted the invitation yet. |
Joined | The user accepted the invitation. The user is now part of the organization. |
Expired | The invitation link sent to the user has expired. |
Navigate to [User Management]>[My Organization], and from the “Organization Role” menu, select the new role you want to assign to the individual user.
You can use the checkboxes to select multiple users, click the “Edit organization role” drop-down menu, and select the new role you want to assign to all selected users at once.
To change the app roles of individual users, click the “Edit” button and open the side panel.
In the side panel, click the “App Role” drop-down menu and select the new app role you want to assign to the user.
You can use the checkboxes to select multiple apps, click the “Edit app role” drop-down menu, and select the new app role you want to assign for all selected apps.
To grant app access to individual users in the organization, click the “Edit” button and open the side panel.
Click the “Add app.”
In the popup window, select the app you want to grant access to and select the app role to define the app access capabilities for the user.
You can use the checkboxes to select multiple users and click the “Add app” button to grant app access to all selected users at once.
The app and app role you select in the popup window will be applied to all selected users. If the selected user already has access to the selected app, only the app role will change.
To remove app access from individual users, click the “Edit” button and open the side panel.
In the side panel, click the [trash] icon to remove the access permission. You can use the checkboxes to select multiple users and click the “Remove access permission” button to remove access permission to all selected apps at once.
Once the access permission to the selected app is removed, the user can no longer access the app, and the API token and tracking link API token assigned to the user will expire. Data collected via the tracking links created by the user will remain.
To remove users from the organization, click the “Edit” button and open the side panel.
In the side panel, click the “Remove user from the organization” to remove the user. Once the access permission to the selected app is removed, the user can no longer access the app, and the API token and tracking link API token assigned to the user will expire. Data collected via the tracking links created by the user will remain.
You can use the checkboxes to select multiple users and click the “Remove” button to remove all selected users at once.
There are some exceptions in user management. Refer to the following.
This user’s app role CAN’T be changed.
This user’s app access CAN’T be removed.
This user CAN’T be removed from the organization.
This user’s organization role CAN’T be changed.
This user CAN’T be removed from the organization.
The user’s organization role CAN’T be changed.
The user CAN’T be removed from the organization.
This exception applies to a single scenario where a Manager user tries to edit the organization role of an Admin user or remove the Admin user from the organization.
You CAN’T change your own organization role.
You CAN’T remove your own account from the organization.
Features | Description |
|---|---|
Search | Search for users within the organization. |
Copy | Copy the user accounts. |
Sort | Sort users by account name, number of apps, and last active time. |
Filter | Filter users by organization roles or invitation status. |
Resend invitation | Resend email with the invitation link to a user who was already invited before. |
In the [Organization Info] tab, you can view the organization ID and the display name of your organization.
Organization ID: This is the unique ID assigned by Airbridge to each organization. Regardless of the organization's role, all users can view the organization ID of their organization. The organization ID can’t be changed.
Display name: The display name of the organization is set by the Admin user who created the organization. Any Admin can change it afterward.
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