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inviting_users_to_the_organization [2023/09/22 16:44]
hugo
inviting_users_to_the_organization [2024/02/21 16:08] (current)
chris
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-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 have access the Profile management sectionby 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. 
 +However you can also invite users via the [[Group management|group management]] page. 
 + 
 +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. 
 + 
 +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 |}} {{ :​pict5.jpg?​nolink&​400 |}}
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 {{ :​pict7.jpg?​nolink&​400 |}} {{ :​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 organizationyou can select ​now the group as well. (Please see 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 Managersand 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 ​ | 
 +| Groups |  View  |  Create/​Invite ​ |  Create/​Invite ​ | 
 +| 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? |}}
inviting_users_to_the_organization.1695390242.txt.gz · Last modified: 2023/09/22 16:44 by hugo