Summary

Depending on your user role, you may be able to grant your team members access to your organizations in MindBridge.

Resolution

To add a user or edit their level of access within an organization (for example, change a user from Auditor to Manager) you must be an Admin or an Organization Creator.

1. Open the Settings menu ( ) near the bottom of the MindBridge sidebar.
2. Select Organization settings. You will go to the General settings tab on the Organization settings page.
3. Go to the Access Management tab.

Add new users to your organization

1. Select Grant access (located near the top-right of the screen) to add one or more users to the given organization. A form window will appear.
2. Open the User menu to select users, or enter their name or email address to find a specific user in the list.
3. Select whether the user(s) should have the Auditor or Manager role.
4. If Auditor is selected, use the checkboxes to select which engagements you want to add the user(s) to within the organization.
   Managers have access to all engagements within the organization by default.
5. When you are satisfied, select Save to invite the user(s) to your organization. You will go back to Access management and the user(s) will be added.

Edit a user's access level

1. Select Edit access (located to the right of each user in the list) to change the level of access for the given user. A form window will appear.
2. Select whether the user should have the Auditor or Manager role.
3. If Auditor is selected, use the checkboxes to select which engagements you want to add the user to within the organization.
   Managers have access to all engagements within the organization by default.
4. When you are satisfied, select Save to change the user's level of access within the given organization. You will go back to Access management and the user's role will be updated.

Edit the access level for multiple users

1. Use the checkboxes (located to the left of each user in the list) to select which users you want to update. Upon making your first selection, a bulk actions bar will appear.
2. Open the Actions menu within the bulk actions bar.
3. Select Edit role. A form window will appear.
4. Open the Profile menu to select whether the users should have the Auditor or Manager role.
5. If Auditor is selected, use the checkboxes to select which engagements you want to add the user(s) to within the organization.
   Managers have access to all engagements within the organization by default.
6. When you are satisfied, select Save to change the users' level of access within the given organization. You will go back to Access management and the users' roles will be updated.

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