Invite your team
Who can do this:Organisation administrator
Transcript
- Bring your team in with the roles they need. A role decides what each person may see and do.
- Invite a colleague by e-mail, and choose the role.
- The invitation goes out by e-mail. Its link is also shown once, to share it directly.
- Until it is accepted, the invitation waits here, and can be revoked.
- A role can be changed at any time, right in the list.
- External service partners see only the machines and customers you choose, and never your internal documents.
Users & roles lists everyone in the organisation with their role. The organisation administrator invites people, changes roles and removes members; knowledge managers and service managers can look at the list.
Step by step
Section titled “Step by step”- Open Users & roles in the menu and choose Invite user.
- Enter the colleague’s Email and choose a Role. Roles and permissions explains what each role may do.
- Choose Invite user. ServLore sends the invitation and shows its link once, so you can also share it directly.
- The invitation waits under Pending invitations until it is accepted. Revoke withdraws it.
- To change a member’s role later, choose another role in their row. The change applies at once.
External service partners
Section titled “External service partners”Choose the role External service partner for a service company that works for you. Under Machines and Customers, choose Only selected and tick what the partner may see. A partner sees only those machines and customers, never sources or knowledge marked internal, and not the contradictions, readiness findings or knowledge capture of your organisation. Edit access in their row changes the selection. See Give partners access.
Good to know
Section titled “Good to know”- Role changes and Remove take effect immediately and are recorded in the audit log.
- Every organisation keeps at least one administrator.