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--- inviting_users_to_the_organization [2023/09/22 15:45] – hugo
+++ inviting_users_to_the_organization [2026/04/27 11:24] (current) – rudy
@@ Line 1: / Line 1: @@
-Having an Organization in My Pathomation, gives us the possibility to create a collaborative space. To create such space we can invite users into the Organization.
+==== Inviting Users to an Organization ====
-The users that we want to invite will receive an email, inviting them to login into my Pathomation to join the Organization, in case they are alredy pathomation users. In case they are not yet my pathomation users, they will be invited to create a new Pathomation free account so that they may join your Organization.
-To send invites, we must access the Profile management section, by clicking in the icon on the right uper corner. The icon displays the initials of your name.
+Having an Organization in My Pathomation allows you to collaborate with other pathologists, create and assign exams to users, and much more. \\
+Of course, to collaborate you need some people to collaborate with.
+This page will take you through how to invite users into the Organization via the management tab.
+You can also invite users via the [[how_to_create_and_manage_a_group_of_users|group management]] page, [[inviting_users_to_your_org_with_an_open_link_or_qr_code|or by generating an open link / QR code.]]
+===What will your users see?===
+  * The users that you invite will receive an email. Existing users will be invited to login into my Pathomation and join the Organization.
+  * Email addresses without a Pathomation account will be invited to create a new Pathomation free account so that they may join your Organization.
+===How to do it?===
+To send invites, access the Profile management section by clicking in the icon on the upper right corner. The icon displays the initials of your name.
 {{ :pict5.jpg?nolink&400 |}}
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 {{ :pict7.jpg?nolink&400 |}}
-A new window will pop-up where we can add the email of the individuals to be invited. In case you want them to join a particular group in the organization, you can select now the group as well. (Please check the section related to groups to better understand how you can create groups as working teams within your Organization)
+In the pop-up window you can add the email of the individuals to be invited and specify their roles:
+  * Managers have all rights including uploading, sharing and payment plans.
+  * Editors have all rights related to content creation and user management.
+  * Members can only see what was assigned to them by Editors or Managers, and have no rights to upload slides or change content.
+^ Ability ^ Member ^ Editor ^ Manager ^
+| Upload WSIs |  No               |  Yes  |  Yes  |
+| Collections |  View  |  Create  |  Create  |
+| Slideboxes     |  View  |  Create  |  Create  |
+| Courses |  View  |  Create  |  Create  |
+| Quizz |  Take  |  Create/Review  |  Create/Review  |
+| Groups |  View  |  Create/Invite  |  Create/Invite  |
+| Create shares |  No  |  Yes  |  Yes  |
+| Financial Management |  No  |  No  |  Yes  |
+You can also select sub groups within the organization to add them to as well. You can check the section related to groups to better understand how you can create groups as working teams within your Organization.
+{{ :How to invite users to an organisation_3 inviting.png?400 |}}
+Your users will receive an invitation in their inbox and their MyPathomation account like this:
-{{ :pict8.jpg?nolink&400 |}}
+{{ :invite receipt.png? |}}