Skip to main content
All CollectionsCollaboration
Create and Manage Your Organization
Create and Manage Your Organization

Invite members, assign roles, easily manage, and transfer courses from one user to another within your organization.

Olga avatar
Written by Olga
Updated over a month ago

If you create a new organization and add users to it, all their courses will be automatically shared with you as an admin. At the moment it is only possible to create 1 organization per account.

NOTE: Organizations are available within the Team and Enterprise plans.

Create an organization

To create an organization, click on the "My organization" tab and then, choose the "Create organization" option:

My Organization dashboard

The My Organization dashboard has two tabs:

  • Home tab: here you can manage your organization, add new members, assign admin roles, create groups, assign group roles, transfer courses etc.

  • Settings tab: here you can change the organization name and logo, and manage organization templates and the glossary.

Roles within the organization

You can manage your organization from the Home tab.

As the owner of the organization, you can:

  1. Add and remove organization members.

  2. Assign admin roles to organization members.

  3. Have access to all courses within the organization.

  4. Check the status of the invites sent.

  5. Keep track of organization members and shared courses.

  6. Create and manage groups within the organization (Enterprize plan feature).

  7. Have an overview of the number of authors within the organization, and the total number of courses created. See how many courses each member created.

Organization admins can:

  1. Add and remove users from the organization.

  2. Have access to all courses within the organization (courses are available under the Organization Courses tab).

  3. Check the status of the invites sent.

  4. Manage and transfer courses of other members.

  5. Create and manage groups within the organization (Enterprize plan feature).

  6. Have an overview of the number of authors within the organization, and the total number of courses created. See how many courses each member created.

Manage roles within the organization

By default, collaborators are assigned the Member role. The owner can update their role at any time and assign the Admin role to multiple users.

  1. Go to your organization.

  2. Click on the Role drop-down next to the member's name.

  3. Modify a member's role from the drop-down menu in their list entry.

The owner and admins can delete members from the organization by clicking on the "More options" (three-dot ellipsis icon) next to the user's name and choosing the "Remove from the organization" option.

Invite people to your organization

To add people to your organization, click on the "Invite people" button and insert emails of your users.

The easiest way to invite multiple users is to create a CSV file with all the emails and import the whole batch by clicking on "Import from CSV".

These users will get a notification to confirm their membership. If they accept the invitation, they will be added to your organization, and all their courses will be visible to you as an admin.

NOTE: If you want to automatically add users to the organization from a specific domain, please contact [email protected].

Statuses

In your Organization, you can switch between the Active and Pending tabs to check the statuses of the invited people. For an easier search, under the Pending tab, you can filter people by their status.

  • active - the invitation has been accepted

  • pending registration - an invited person doesn't have an Easygenerator account yet

  • pending verification - an invited person hasn't verified their Easygenerator account yet

  • pending acceptance - the invitation has been sent and needs to be accepted

  • declined the invitation - an invited person declined the membership

Add co-authors from the organization’s list of users

While the owner and admins automatically have access to all courses within the organization, other members can easily add co-authors from the organization’s list of users.

  1. Open the course on which you want to collaborate.

  2. Click Co-authors in the upper right corner of the editor. When you click on the “+Invite co-authors by name or email” field, the list with all the organization’s members appears in the dropdown, sorted alphabetically by first name. A user can scroll down the list or start typing a name to quickly find it.

  3. Click on the “Add Invitation Message” to add a message if required.

  4. Once you added the co-author and the message, click on the “Add co-authors” button to send the invitations.

If you add an existing Easygenerator user, they will get an in-app notification and an email to confirm their co-authoring. If you add a person without the Easygenerator account, they will be invited by e-mail along with an invitation message (if any). This person should use the same e-mail address to which the invitation is sent to register at Easygenerator.

Did this answer your question?