Administration walkthrough

Transcript

The purpose of the next walkthrough exercise is to show you how to navigate between different organizations that you might have access to, different teams that you might belong to, how to create teams and how to invite users to an organization in a team. If you’d like to follow along, as we’re going through and creating teams and users, we recommend that you add a coworker instead of yourself as a test user.

If you’ve been invited to multiple organizations, you can switch between those organizations by clicking the dropdown at the top of the organization list. Here, I can see that I belong to my organization which I’m an admin in, but then I’ve also been invited to a dummy account called SGT. If I click into SGT, I can see that I have not been added to any team in this organization, which means my options on the left to create scenarios or change connections or add data stores or data structures are not available. I also have no power to change the teams within this organization or add users as you can see. If I return to my organization where I am an admin I of course have all of the options on the left and if I have multiple teams, I can switch between those teams to view the different scenarios and connections and keys shared between those team members. I also have the ability to go into the teams and create teams or users and create users. At the top right hand panel I have the option to change details about my organization as far as the name, the default time zone, which is added to user’s profiles when you create them, and the country.

To invite new users to your Fusion system you need to be the Fusion admin and navigate to the user area. Here I can click invite a new user and fill in the information in the panel that appears.

Typically, you’re going to set their role as member rather than admin or accountant and then you can leave them a note which will show up in the email that they receive.

Once I do that, you can see that I’ve invited the user and they’re pending an invitation.

If I want to organize them into a team right away so that once they access the system they see everything in the left hand panel, I’ll then want to go to my team’s tab and navigate into one of my teams. In this case, I’ll go to test team two.

In test team two, I can go to the user section and then decide what type of role this new user will have. Admin, team member, monitoring, or operator, and again, I’m simply going to choose member.

Once you invite a user to your organization they’ll receive two emails, one that has the note when you created their profile and invited 'em to the organization, the other has their login credentials. They should access this email first and sign-in using the provided generic password. Clicking sign-in will open another tab and that user can come in to the Workfront system. Here, they’ll want to use their email that you sent the invite to and the temporary password.

They’ll then immediately be asked to create a new password, so paste in the temporary password again and then create their own. After a user does get logged-in and they change their password, they then need to come back to their email and click on the second email that they received to accept the role within the organization that they were invited to. Once they do that and they go back in and refresh their page they’ll now be able to see the organization that they are added to, as well as the team and the different overview sections in the left hand panel. -