Team and Roles

Overview

Invite your colleagues to your UniSignIn organization and give each of them a role, so everyone sees the parts of the dashboard they need.

Invite a colleague

The account owner and Super Administrators can invite colleagues.

  1. Go to Administration > Organization.
  2. Open the Users & permissions tab and click Invite.
  3. Enter their Email and choose one or more Roles.
  4. They receive an email with a link to join. If the invitation expires, send a new one.

You can only give roles whose permissions you have yourself, and you can only edit or remove colleagues who have no permission you lack. Nobody can edit or remove the account owner.

Roles

The account owner is the person who created the organization. They can do everything, and some settings are for the owner only.

RoleAccess
Super AdministratorEverything except the owner-only settings below, including colleagues, login and social login settings, email sending, custom domains and commerce
AdministratorExperiences, live blogs, segments, readers, emails and campaigns, the account center and OAuth apps. Not colleagues, login or social login settings, email sending, commerce or integrations
Experience ManagerExperiences, live blogs, Orchestration and Segments
Commerce ManagerProducts, plans, orders and other commerce settings
Email ManagerEmail templates and campaigns

Optional features such as comments, reviews, quizzes and notifications can be added to a role when they are enabled for your organization. A colleague with several roles has the access of all of them.

Who can change what

SettingOwnerSuper AdministratorAdministrator
Invite, edit and remove colleaguesYesYesNo
Login choice and sign-in methods, see Where Visitors Log InYesYesNo
Social login, including OpenID ConnectYesYesNo
Account center look and textYesYesYes
Other Settings in the account center: domains allowlist, automatic deletion of readers and email verification expiryYesYesNo
Email sending, sender domains and trackingYesYesNo
Custom domains for your projectsYesYesNo
Integrations in Connect, such as Mailchimp, BlueConic or SAMLYesNoNo
Profile fields dictionaryYesNoNo
Delete the organizationYesYesNo

Organization settings

In Administration > Organization you can also set the details readers see in sign-up screens, the account center and emails:

  • Display Name and Logo URL
  • Primary Color, Secondary Color and Background Color
  • Privacy URL, Terms of Service URL and Contact Email

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