You are able to invite your colleagues in to your organisation as Team Members, giving them access to the Console.
Team Members are prescribed Roles. Roles give the Team Members access to specific areas and functionality of the console depending on the roll they are assigned.
You are also able add App Users, who will have access to specific apps and associated forms.
In the Team Members menu you will see a search filter, number team members, and your list of team members.
Team Members have restricted access to the console depending on their Role.
To add Team Members, select 'Team Members' from the side menu.
Click the Add Team Member Button at the bottom right of the page.
Then add the users' full name and email address, and select the appropriate role for the team member.
The team member will then receive a welcome email, generated temporary password, and a link to login to the OneBlink console. You also have the option of checking the 'Team member will login using Google account' this will not generate a password, and the user can utilise the 'login with google' option in the login screen.
Out of the box Productivity includes 4 Team Member Roles. These Roles and their corresponding permissions can be found in the Roles menu. From here you can view the number of Team Members in each roles as well as add, edit and remove Roles.
You can add a new Role by clicking the add role + button. This allows you to create custom roles that suit your requirements. Find tool tips by hovering your mouse over each of the options.
Users are restricted to the apps they have been assigned to and the forms published within that app.
To add a new User click My App side menu, click the Manage button on the app you want to add the user to.
Navigate to the User tab of that app, and click the 'Add User' button.
Integrate with Active Directory
We also have the feature that you can use your current Active Directory to authenticate and authorise App users. More information can be found in this article.
You can also configure the email address that new App users will receive their welcome initiation from. By Default, the email address is firstname.lastname@example.org. Do note that you will need access to the email address you set as the sending email, in order to verify it.
If you would like to remove a Team Member or a User, and you have the user management permission enabled, on the Team Member page or in the User tab click the trash icon to the right of their email address. You will be prompted to confirm before deleting.
Only App Users are able to see authenticated forms.
If an App User wants to access an authenticated form they must first login via a login button in the forms library.