Navigation to organization memberships

Admins can access organization settings by selecting their profile image in the upper right and selecting Manage organization.

Then select Members from the lefthand navigation.

Adding a member

To add a member to your TPTM organization:

1. Go to the Members settings page.

2. Click the Invite button.

3. Add one or more emails separated by commas or spaces

4. Select the Member role.

5. Click the Send invites button.

Afterwards, each email address will receive an invitation email with instructions on how to sign up. The recipient will automatically be added to your organization after they accept the invitation and create an account (if applicable).

Removing a member

To remove a member from your TPTM organization:

1. Go to the Members setting page.

2. Search for the member you wish to remove.

3. Click on the three dots under Actions then select Remove member.

Afterwards, the user will no longer have access to your TPTM organization.

Managing Member Permissions

Permissions can be managed at the individual level per member and re-uses across members.

Adding or removing permissions

Documentation TBD - This will be changing soon

Re-using permissions

To re-use permissions that one member has with another member

1. Go to the Permissions page under the organization settings.

2. Scroll horizontally to the member with the permissions you wish to re-use.

3. Right click on the member’s column and select Copy user permissions.

4. Scroll horizontally to the member to whom you want to assign the permissions.

5. Right click on the new member’s column and select Paste user permissions.