{"id":2880,"date":"2016-04-22T08:46:15","date_gmt":"2016-04-22T08:46:15","guid":{"rendered":"https:\/\/mediastoresupport.live-website.com\/?p=2880"},"modified":"2021-08-12T12:59:21","modified_gmt":"2021-08-12T12:59:21","slug":"granting-access-to-organizations-and-users-and-reviewing-user-status","status":"publish","type":"post","link":"https:\/\/mediastore.support\/?p=2880","title":{"rendered":"Creating and granting access to Organizations and Users"},"content":{"rendered":"<h3>Creating and granting access to Organizations and Users: introduction<\/h3>\n<p>Organizations and Users can be granted access to the platform in two ways:<\/p>\n<ul>\n<li>They submit a <strong>registration<\/strong> on the public portion of your client site. This will create a <em>Pending<\/em> User entry which you can review in order to either grant access or refuse.<\/li>\n<li>You may enter the required Organization and User entries yourself in order to <strong>invite<\/strong> the User.<\/li>\n<\/ul>\n<p>In both cases, if you wish to grant access to a User, you will need to take the required steps to set up a User entry and\/or change its initial <a href=\"\/?p=2889\">Status<\/a>.<\/p>\n<p><i class=\"fb-icon-element-1 fb-icon-element fontawesome-icon fa fa-exclamation-circle circle-no fusion-text-flow\" style=\"--awb-iconcolor:#E3001B;--awb-iconcolor-hover:#E3001B;--awb-font-size:10px;--awb-margin-right:5px;\"><\/i>Please note that the <a href=\"\/?p=4015\">Access level<\/a> given to new Users by default usually should not be changed.<\/p>\n<h3>Processing Pending Users<\/h3>\n<p>Whenever a client <strong>submits a registration<\/strong> on the public portion of your client site, you will find a <em>Pending<\/em> User entry in <em>Users <\/em>&gt; <em>Users<\/em>. The following <em>Actions<\/em> are available to process the User:<\/p>\n<ul>\n<li><strong>Approve<\/strong>: The User will receive a signup link via email. Once they&#8217;ve followed this and completed signup, they will have access to the platform in accordance with the Role they were assigned.<br \/>\nOnce you&#8217;ve clicked the <em>Approve<\/em> action, you will be presented with a dialog permitting you to review the User&#8217;s details before you <em>Update<\/em> the entry and then <em>Approve<\/em>. For new clients, you should use this opportunity to set the <em>Role<\/em> to <em>Client<\/em>. The recipient will receive a signup link via email; once they have completed signup, the User status will change from <em>Invited<\/em> to <em>Active<\/em>:<\/p>\n<ul>\n<li><em>Organization<\/em>: By default, this field will show the Organization the User has provided upon registering. You may, however, change the Organization the User will be associated with. Changing the Organization may be useful, for instance, in case other Users from the same company are already registered.<\/li>\n<li><em>Role<\/em>: Defines the Role the User will receive, and thereby whether they will be able to access both the client and admin sites, or the client site only.<\/li>\n<li><em>Responsible User<\/em>: The User specified here will receive alerts if the new User&#8217;s entry is changed or removed.<\/li>\n<li><em>Tags<\/em>: These optional tags may be used to impact search in the <em>Users <\/em>&gt; <em>Users<\/em> section.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Reject<\/strong>: A rejection message will be sent to the User, and they will not be granted access.<\/li>\n<li><strong>Delete<\/strong>: This action deletes the User without notifying them.<\/li>\n<\/ul>\n<p><i class=\"fb-icon-element-2 fb-icon-element fontawesome-icon fa fa-hand-point-right circle-no fusion-text-flow\" style=\"--awb-iconcolor:#E3001B;--awb-iconcolor-hover:#E3001B;--awb-font-size:10px;--awb-margin-right:5px;\"><\/i>In <a href=\"\/?p=3022\"><em>Settings<\/em><\/a>, there is an option of defining email addresses which will receive a notification each time a new client registration comes in.<\/p>\n<div id=\"attachment_2884\" style=\"width: 310px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02.png\" rel=\"attachment wp-att-2884\"><img decoding=\"async\" aria-describedby=\"caption-attachment-2884\" class=\"size-medium wp-image-2884\" src=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02-300x218.png\" alt=\"When approving a User, be sure select the correct data\" width=\"300\" height=\"218\" srcset=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02-200x145.png 200w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02-300x218.png 300w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02-400x291.png 400w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02-600x436.png 600w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02-768x558.png 768w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02-800x581.png 800w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02-1024x744.png 1024w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02-1200x872.png 1200w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.08.02.png 1425w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><p id=\"caption-attachment-2884\" class=\"wp-caption-text\"><em>When approving a User, be sure select the correct data<\/em><\/p><\/div>\n<h3>Adding a new Organization<\/h3>\n<p>If you&#8217;d like to <strong>add a User for whom no Organization entry is present yet<\/strong>, please follow these steps to set up the Organization entry first.<\/p>\n<ol>\n<li>Go to <em>Users <\/em>&gt; <em>Organizations.<\/em><\/li>\n<li>Click <em>Add New.<\/em><\/li>\n<li>In the entry wizard, enter the Organization&#8217;s details. Mandatory fields are marked *. Click <em>Next<\/em> to advance within the entry wizard. For sections such as <em>Addresses<\/em> and <em>Banks<\/em>, you may use the <em>Add<\/em> and <em>Remove<\/em> buttons to manage one or multiple items.<\/li>\n<li>At the final step, click <em>Submit<\/em> to create the Organization entry.<\/li>\n<\/ol>\n<div id=\"attachment_2839\" style=\"width: 310px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44.png\" rel=\"attachment wp-att-2839\"><img decoding=\"async\" aria-describedby=\"caption-attachment-2839\" class=\"size-medium wp-image-2839\" src=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44-300x218.png\" alt=\"Click Add New to create an Organization\" width=\"300\" height=\"218\" srcset=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44-200x145.png 200w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44-300x218.png 300w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44-400x291.png 400w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44-600x436.png 600w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44-768x558.png 768w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44-800x581.png 800w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44-1024x744.png 1024w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44-1200x872.png 1200w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.08.44.png 1425w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><p id=\"caption-attachment-2839\" class=\"wp-caption-text\"><em>Click Add New to create an Organization<\/em><\/p><\/div>\n<h3>Adding a new User<\/h3>\n<p>Please follow these steps to <strong>add a User to an existing Organization<\/strong>.<\/p>\n<p><i class=\"fb-icon-element-3 fb-icon-element fontawesome-icon fa fa-exclamation-circle circle-no fusion-text-flow\" style=\"--awb-iconcolor:#E3001B;--awb-iconcolor-hover:#E3001B;--awb-font-size:10px;--awb-margin-right:5px;\"><\/i>Since <strong>each User must be assigned to an Organization<\/strong>, ensure that an Organization entry for the User you are about to create is already present (see above for how to set up an Organization).<\/p>\n<ol>\n<li>Go to <em>Users <\/em>&gt; <em>Users.<\/em><\/li>\n<li>Click <em>Add New.<\/em><\/li>\n<li>In the entry wizard, enter the User&#8217;s details. Mandatory fields are marked *. Be sure to select the <em>Organization<\/em> the User should be associated with, as well as the <em>Role<\/em> they should have. Click <em>Next<\/em> to advance within the entry wizard. For sections such as <em>Phones<\/em>, you may use the <em>Add<\/em> and <em>Remove<\/em> buttons to manage one or multiple items.<\/li>\n<li>At the final step, click <em>Submit<\/em> to create the User entry.<\/li>\n<\/ol>\n<p><i class=\"fb-icon-element-4 fb-icon-element fontawesome-icon fa fa-exclamation-circle circle-no fusion-text-flow\" style=\"--awb-iconcolor:#E3001B;--awb-iconcolor-hover:#E3001B;--awb-font-size:10px;--awb-margin-right:5px;\"><\/i>After completing these steps, the User entry will be added to the system, however you will still need to invite the User (see below) if you&#8217;d like to enable them to sign up. Otherwise, the User will merely be an <em>Inactive<\/em> entry.<\/p>\n<p><i class=\"fb-icon-element-5 fb-icon-element fontawesome-icon fa fa-hand-point-right circle-no fusion-text-flow\" style=\"--awb-iconcolor:#E3001B;--awb-iconcolor-hover:#E3001B;--awb-font-size:10px;--awb-margin-right:5px;\"><\/i>If you&#8217;d like to provide access to a colleague or contractor who should also be able to access the admin site, please ensure that they are assigned to the main admin Organization. If you&#8217;re unsure, please simply check which Organization your own account is assigned to and assign the new user. Also, make sure they are given the required Role (not <em>Client<\/em>).<\/p>\n<p><i class=\"fb-icon-element-6 fb-icon-element fontawesome-icon fa fa-plus-circle circle-no fusion-text-flow\" style=\"--awb-iconcolor:#E3001B;--awb-iconcolor-hover:#E3001B;--awb-font-size:10px;--awb-margin-right:5px;\"><\/i>MediaStore is also capable of allowing external users into the admin site who should only have limited privileges &#8211; such as an external asset vendor who should have no abilities other than to upload assets. It is possible to realize this requirement by assigning a User to an Organization other than the main admin Organization and giving them a tailored, restricted Role. Please let us know if you would like to use this type of scenario.<\/p>\n<div id=\"attachment_2846\" style=\"width: 310px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1.png\" rel=\"attachment wp-att-2846\"><img decoding=\"async\" aria-describedby=\"caption-attachment-2846\" class=\"size-medium wp-image-2846\" src=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1-300x218.png\" alt=\"Adding a User\" width=\"300\" height=\"218\" srcset=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1-200x145.png 200w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1-300x218.png 300w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1-400x291.png 400w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1-600x436.png 600w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1-768x558.png 768w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1-800x581.png 800w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1-1024x744.png 1024w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1-1200x872.png 1200w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-21-at-15.30.37-1.png 1425w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><p id=\"caption-attachment-2846\" class=\"wp-caption-text\"><em>Click Add New to add a User<\/em><\/p><\/div>\n<h3>Inviting a User<\/h3>\n<p><i class=\"fb-icon-element-7 fb-icon-element fontawesome-icon fa fa-exclamation-circle circle-no fusion-text-flow\" style=\"--awb-iconcolor:#E3001B;--awb-iconcolor-hover:#E3001B;--awb-font-size:10px;--awb-margin-right:5px;\"><\/i>In order to invite a new User, <strong>an entry for the User (as well as that User&#8217;s Organization) must be present<\/strong> (see above).<\/p>\n<p>Once both the Organization and the User have been created, go to <em>Users <\/em>&gt; <em>Users<\/em> and click <em>Actions<\/em> &gt; <em>Invite <\/em>for the User you&#8217;d like to invite. In the ensuing dialog, choose the Role the User should receive and <em>Update<\/em> (if not already set), and finally <em>Approve<\/em> in order to dispatch an invitation message via email.<\/p>\n<p>The recipient will have to follow the link in the invitation email to complete signup. Once they have done so, the User&#8217;s status will change from <em>Invited<\/em> to <em>Active<\/em>.<\/p>\n<p><i class=\"fb-icon-element-8 fb-icon-element fontawesome-icon fa fa-exclamation-circle circle-no fusion-text-flow\" style=\"--awb-iconcolor:#E3001B;--awb-iconcolor-hover:#E3001B;--awb-font-size:10px;--awb-margin-right:5px;\"><\/i>The User will need to complete signup themselves through the link provided in the invitation message. Only after doing so will they be able to access the platform.<\/p>\n<div id=\"attachment_2895\" style=\"width: 310px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04.png\" rel=\"attachment wp-att-2895\"><img decoding=\"async\" aria-describedby=\"caption-attachment-2895\" class=\"size-medium wp-image-2895\" src=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04-300x218.png\" alt=\"Choose the invitee's Role before dispatching the invite email\" width=\"300\" height=\"218\" srcset=\"https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04-200x145.png 200w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04-300x218.png 300w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04-400x291.png 400w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04-600x436.png 600w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04-768x558.png 768w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04-800x581.png 800w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04-1024x744.png 1024w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04-1200x872.png 1200w, https:\/\/mediastore.support\/wp-content\/uploads\/2016\/04\/Screen-Shot-2016-04-22-at-11.39.04.png 1425w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><p id=\"caption-attachment-2895\" class=\"wp-caption-text\"><em>Choose the invitee&#8217;s Role before dispatching the invite email<\/em><\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Creating and granting access to Organizations and Users: introduction Organizations  [&#8230;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[414,415],"tags":[243,425,74,419,242,78,60],"class_list":["post-2880","post","type-post","status-publish","format-standard","hentry","category-v2-user-guide","category-v2-user-management","tag-active","tag-approve","tag-invite","tag-organization","tag-pending","tag-reject","tag-user"],"_links":{"self":[{"href":"https:\/\/mediastore.support\/index.php?rest_route=\/wp\/v2\/posts\/2880","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mediastore.support\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mediastore.support\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mediastore.support\/index.php?rest_route=\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/mediastore.support\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2880"}],"version-history":[{"count":19,"href":"https:\/\/mediastore.support\/index.php?rest_route=\/wp\/v2\/posts\/2880\/revisions"}],"predecessor-version":[{"id":4499,"href":"https:\/\/mediastore.support\/index.php?rest_route=\/wp\/v2\/posts\/2880\/revisions\/4499"}],"wp:attachment":[{"href":"https:\/\/mediastore.support\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2880"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mediastore.support\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2880"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mediastore.support\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2880"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}