How-to 6 of 27

How to manage people and licences

For organisation admins: add colleagues one by one or from Excel, buy and assign licences, and set who can do what in each workspace. Narrated.

The steps

  1. 1Settings is where an organisation admin manages people, licences and billing.
  2. 2Create User adds one person; Import from Excel adds many at once.
  3. 3Buy licences, then assign one to each person and save. Reassign when someone leaves.
  4. 4See how much of this month's AI allowance is used.
  5. 5Access has two layers: an organisation role, and a Viewer, Editor or Admin role in each workspace.
  6. 6The same menu holds embedded reports, activity, backup and restore, gateways and support.

Try it on your own data

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