Invite users and give permissions
Invite a colleague to your organisation, decide what they may do and set their notifications
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A colleague with a Tillor account is called a user in Tillor. You decide who has access to your organisation and what that person may see and do, using permissions. For colleagues you often address together, you can then create a group.
Before you start:
- You need the Manage user permissions permission. Without it, the Invite user and Edit permissions buttons are greyed out.
- You can only give permissions you have yourself. A permission you lack cannot be switched on for someone else.
- Only a user with All permissions can give the Manage user permissions permission itself to someone else.
Invite a colleague
Open the users
Go to SupportSettingsUsers. You see the Members of your organisation and the Pending invitations.
Enter the email address
Type your colleague's Email address and click Invite.
What happens next depends on the email address:
The user immediately becomes a member of your organisation. Tillor says User added to the organization. The person sees your organisation straight away among their organisations.
A new user starts with these permissions: View settings, Edit settings, View integrations, Manage integrations, Meter alarm notifications, Inbox message notifications, Tablet and kiosk alerts, Manage signature requests and Manage custom fields. Check whether that suits the person and adjust it.
Edit permissions
Click Edit permissions on the user
The Edit user permissions window opens. At the top are the groups the user is a member of. With Search permissions you find a permission quickly.
Switch permissions on or off
Permissions are grouped per area, such as Invoicing, Payments or Inbox. At the bottom you see how many effective permissions the user has.
Save the permissions
Click Save permissions. Tillor says User permissions saved.
Where does a permission come from?
Each permission shows its source. That way you can see why someone can or cannot do something.
| Source | Meaning |
|---|---|
| Direct | You gave the permission directly to this user. You can switch it off here |
| A group name | That group gives the permission. You cannot switch it off here, only on the group |
| Blocked with a group name | That group denies the permission. Even if the user had it themselves, it stays blocked |
| Not granted | Nobody gives the permission |
The Edit permissions button is greyed out for your own row and for users with the All permissions badge. Those users have everything and you cannot restrict them.
Set a colleague's notifications
With the bell icon (Notification settings) on a user you open their notifications in this organisation. For each notification you choose email, push or phone call. With All notifications you switch off a channel in one go. Changes take effect immediately and only apply in this organisation.
Notifications that are always sent cannot be switched off. What a notification is and where you see them is described under Notifications.
Remove a user
Click the bin icon (Remove from organization) and confirm with Remove user. Tillor says User removed from the organization. The person immediately loses access to this organisation. Their Tillor account remains, and so do any other organisations.
You cannot remove yourself. You can only remove a user with All permissions if you also have All permissions yourself.
What happens next?
- The user sees your organisation among their organisations and can use whatever they have permissions for.
- A change in permissions applies immediately after saving.
- A removed user loses access immediately. Their Tillor account remains.