Giving users access to an organization
To be able to view, create, and/or share documents with other eConnect users you must first be a member of an organization. Below we explain how you as Administrator can add members to an existing and activated Organization.
Step 1 - Select the organization you want to add members to.
Go to the eConnect platform to Organizations and select the organization to which you want to add a member.
Step 2 - Open Members
In the screen that is open, click the tab Members.
Step 3 - Adding Members
In the Member screen click on the Orange sphere with the Plus sign at the bottom right of the screen. This option is only available to users with the role Administrator of the organization.
In the screen that opens, you can select the members you want to add. The choice consists of own users and users with whom a relationship has been entered into within a Partnership.
Users within the current environment are added immediately. The new member invited through a Partnership get in the Inbox IN a new 'organization ... want to work with your Request. The new member must accept it before the user has access to the organizations.
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