Members
The members page contains options for organizing everviz users.
This is where you assign user permissions.
The actions on this page must be carried out by an admin.
Note: See the Roles page to set user types and associated permissions.
How users are organized in everviz
There are two levels of user organization in everviz. Teams and subteams.
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Teams
Typically, an organization has one team. The name of the team is usually the name of the organization.
Subteams
Subteams are divisions within a team.
Invite someone to use everviz
Invite a colleague to create charts in everviz.
Note: Only account admins can invite new users
To invite new users
- Click Invite members
A record of invites sent appears under the Invitations area.
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Subteams
Users can be organized into subteams.
Subteams can represent departments or regions. For example, a multinational organization may create EMEA, AMECS and APAC subteams.
To create a new subteam
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- Click Create subteam
- Enter a new name and click Confirm
To edit a subteam
Change the subteam name.
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- Click Edit subteam
- Enter a new name and click Confirm
Members
Members are people in your organization who have an everviz user.
This view shows all users on your team.
To add a member to a subteam
- Click the Subteams drop down menu
- Select a subteam and click + Add member to subteam
- Select the user and click Confirm
Assign permissions
Assign permissions to your users. Permissions are organized per role.
Note: Roles are created on the Roles page.
To assign a role
- Click the dropdown in the Role column for the desired user
- Select a role
Delete or remove a member from a subteam
- Click the ellipsis on the far right of the table