Member Management

Table of Contents

This section describes the Member Management tab.
You can invite new members, change their roles, delete them, etc.

When you open the Members tab for the first time, only the tenant administrator’s account information is registered.
This information cannot be changed or deleted by the administrator himself.

How to invite members #

To invite a tenant, follow these steps
Before inviting, check the permissions of the roles and applications used.

Click the edit (…) icon to the right of the tenant name you manage.
[From the Members tab, click the Invite Members button to open the Invite window.
Enter the valid email addresses of the members you wish to invite and select their display language and role.
Check the applications to be used, if necessary.
Finally, click the [ Invite ] button to send an invitation e-mail to the e-mail address you entered.
Invited members will follow the instructions in the email they receive to register their account.

You can also access member management for currently logged-in tenants from the My Account icon on the far right of the menu bar at the top of the portal.

How to change a member’s role #

You can change the role of an account that is already a member on the Members tab.

In the example below, for the member on the second line, the check is reselected to change the role.
After confirming the roles of the tenant members in the table below and changing their roles, click the “Save” button to confirm the change.
For members whose roles have changed, signing back in will reflect the latest roles.
NOTE

Tenant administrators are not allowed to make their own role changes.

Change of tenant’s representative manager #

If there are other members in the tenant who have the authority of “tenant administrator” and the account registration has been completed, the tenant’s representative administrator can be changed.

Only for the actions of the current representative tenant administrator, the option “Change representative tenant administrator” will appear.

The current representative tenant administrator is the account with the email address registered in the “Overview” tab.

Complete by selecting a member and clicking Update.

NOTE

When clicking “Change Representative Tenant Administrator,” the message “No tenant administrator available for selection” may appear. In this case, the current representative tenant administrator may not have completed account registration.

You can complete the account registration or change the current tenant administrator’s email address from the “Overview” tab (the account registered email address cannot be used).
Once your email address has been changed, you will receive an email stating that you have been invited to become an administrator. Please follow the instructions in the body of the email to complete your registration.

Send reminders to members #

If the member inviting the tenant has not completed account registration, the email icon is active.
Click and then click Yes in the confirmation dialog to resend the invitation e-mail.

Delete a member #

[The Recycle Bin icon in Actions allows you to delete a member who has the Recycle Bin icon active.
Click and then click Yes in the confirmation dialog to execute the deletion.

Please confirm that the email address information of the target member disappears from the screen after the deletion is successfully completed.

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