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Who are members of an organisation and how can I change their membership?

Updated

Who and What is a Member?

Organization members manage organizations. While each organization has only one owner (the creator by default), their permissions are identical to regular members. Ownership can be updated in the base information settings. All member management—including assigning, unassigning, or editing—is handled exclusively through the backend.

Assign new members:

  1. Go to the “Organisations” table in the backend (Path: “Organisations” > “Overview”).
  2. Search the organisation in the list and choose the operation “Members”.
  3. Press the button in the upper right corner to assign new members.
  4. Search for the username of the new employer.
  5. Confirm the changes by pressing “Assign”.

Unassign existing members:

  1. Go to the “Organisations” table in the backend (Path: “Organisations > Overview”).
  2. Search the organisation in the list and choose the operation “Members”.
  3. Select the user you wish to unassign by clicking the arrow symbol and choose the operation “Unassign”
  4. Confirm the changes by clicking “Unassign”.
  5. As each organisation should have at least one member, please assign a new member (instructions above).

Change the membership of existing members: 

  1. Go to the “Organisations” table in the backend (Path: “Organisations > Overview”).
  2. Search the organisation in the list and choose the operation “Members”.
  3. Select the user you wish to unassign by clicking the arrow symbol and choose the operation “Edit membership”
  4. If this member is the organisation admin of this organisation, enable the checkbox.
  5. Confirm the changes by clicking “Save”.

Merge two organisations, moving their members and jobs:

  1. Go to the “Organisations” table in the backend (Path: “Organisations > Overview”).
  2. Search for the organisation in the list and select the "Members" operation. Unassign the user(s).

Note: If you have many users to reassign, save their usernames in a separate document for step 5.

  1. Proceed to "Direct Jobs" and unassign any jobs if present.

Note: Save job titles in a separate document if needed for step 7.

  1. Return to "Organisations" in the backend, select the desired organisation, and switch to the "Members" tab.
  2. Click "Assign member" in the top right corner, enter the username, and select the corresponding user from the dropdown menu. Assign roles if necessary.

Note: Assigned users should appear in the Members tab.

  1. Once users are reassigned, their status will be blocked. To activate them, go to "Members," click to edit users, and change their status to active. Save changes.
  2. Go to "Direct Jobs" and click "Assign existing jobs" in the top right corner. Select the job type, enter the job title, and choose the matching job from the dropdown menu. Assign the job(s).

Note: Assigned jobs will appear under "Direct Jobs" for the organisation.

  1. Verify the organisation from which you are transferring the jobs and members. If both the "Direct Jobs" and "Members" tabs are empty, proceed to delete this organisation (Path: Organisations > Choose organisation > Edit > scroll down the page > select "Delete" > confirm the deletion of the organisation).