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Organization management

Overview​

To open this view, click on your username on the top right of Barbara Panel and then select the "Edit Organization" option. From here admins can manage all the users in your company. Only users with the administrator role can access this view, create, modify or delete users.

Organization View UI​

Organization page

Organization page

  1. Company and license: Shows your company's name and the type of license. Here you can also see the total number of users.

  2. New User button: Allows adding new users.

  3. Search bar: Allows searching for specific users by name/surname/email address/role.

  4. Filtering tabs: Allows filtering all users depending on who has confirmed or pending registration.

  5. User list: Shows all the users in your company and allows editing or deleting a user.

Add a new user​

  1. From the Organization View, click on the "NEW USER" button and this prompts a pop-up for registering new users.

  2. Add the new user's email address.

  3. Click on "SEND INVITATION".

The new user is now shown in the Organization View in the Pending user tab. Once the user accepts the invitation sent to them via email, they'll be listed in the Confirmed tab.

Edit an existing user​

  1. From the Organization View, click on the pencil icon to the right of a user's name. This prompts a pop-up to open to allow you to edit the user.

Edit User Pop-Up

Edit User Pop-Up

  1. Modify the information you wish to edit.

  2. Click on the "SAVE" button to save all your changes.

Remove a user​

  1. From the Organization View, click on the trash icon to the right of a user's name. This prompts a confirmation pop-up to open to allow you to delete the user. Click on the "OK" button to confirm deleting the user.