Invite New Users to Your Organization
Navigate to Settings in the primary navigation menu.
Select Users in the side navigation menu.
Click on the Add Users button.
Assign a default role to the user.
💡 Users can either be given an organization-level role or a group-level role. Organization-level roles are for users that should have access to all groups or to "shared" organization resources such as the Content Library. Group-level roles are for users that should only have access to specific groups. See this help article for more information about roles.
Enter the user's email address.
💡 You can add multiple users simultaneously by separating email addresses by commas, but you will be restricted to setting the same role for those users.
Complete the invite:
If you assigned the user a default Organization Role, click Invite.
If you assigned the user a default Group Role, you will need to grant the user access to groups by clicking Select Group. Select the group(s) the user should be added to then click Select Group.
Manage Group Access
💡 Before proceeding with this section, it's important to understand ArborXR's Role Based Access Control (RBAC) system first.
Grant Group Access to Users
💡 Users with an organization-level role of Owner, Admin, Analyst, and Viewer, and custom organization-level roles with the Access all Groups permission assigned, have access to all groups. Only users with one of the following roles need to be granted group access:
The organization-level role Content Developer, because this predefined organization-level role does not have the Access all Groups permission assigned.
All predefined group-level roles, because the Access all Groups permission cannot be assigned to group-level roles.
Custom organization-level roles without the Access all Groups permission assigned.
All custom group-level roles, because the Access all Groups permission cannot be assigned to group-level roles.
Option 1: The group's Users page
Navigate to the desired group then select the Users tab.
Click Add Users.
Optionally override the user's default role (i.e. the role assigned when inviting them to join the organization) by assigning them a group-level role then click Invite.
Option 2: The user's details page
Navigate to the Users page in organization Settings.
Click on desired user's name in the users table to be taken to the user's details page.
In the Group Access Control section, select Grant Group Access.
Select the group(s) the user should be added to then click Grant Access.
Remove Users from Groups
💡 Users with an organization-level role of Owner, Admin, Analyst, and Viewer, and custom organization-level roles with the Access all Groups permission assigned, cannot be removed from groups. This is because the Access all Groups permission is assigned to these roles.
Option 1: The group's Users page
Navigate to the desired group then select the Users tab.
Click on the delete icon next to the user you would like to remove from the group.
Option 2: The user's details page
Navigate to the Users page in organization Settings.
Click on desired user's name in the users table to be taken to the user's details page.
In the Group Access Control section, click on the delete icon next to the group you would like to remove them from. Users with an organization-level role of Owner, Admin, Analyst, and Viewer cannot be removed from groups so the delete icon will be disabled for these users.
Change Users Default Role
💡 The default role is the role assigned to users when they were invited to join the organization.
Navigate to the Users page in organization Settings.
Click on desired user's name in the users table to be taken to the user's details page.
In the Default Role section, select the desired default role.
Assign Users a Distinct Group Role
💡 All users, including those with an organization-level role, can be assigned distinct group-level roles.
Navigate to the Users page in organization Settings.
Click on desired user's name in the users table to be taken to the user's details page.
In the Group Access Control section, click on the input in the Group Role column next to the group in question then assign a new role.
Remove Users from your Organization
Navigate to Settings in the side navigation menu.
Select Users in the sub side navigation menu.
Select the more options icon next to the user you would like to delete and select Delete User.
Select Yes, Remove.