User and Organization Management
Phaset offers simple and useful ways to do the most critical tasks in terms of managing users and organizations.
User Roles
Section titled “User Roles”In Phaset, users are either “users” or “admins”.
Admins have some privileges that regular users don’t, such as:
- Creating and managing Baselines,
- Creating and managing invitations,
- Creating and managing organizations,
- Creating and managing metamodel entities (Domains, Systems, Groups).
Edit Your Name
Section titled “Edit Your Name”Navigate to “Organization Settings” by clicking the current organization’s name in the top left corner. Under “My Account” there is a “Profile” tab where you can change your name.
Edit Organization Name
Section titled “Edit Organization Name”Navigate to “Organization Settings” by clicking the current organization’s name in the top left corner. You will be able to change the organization’s name in the view displayed.
Switch Organization
Section titled “Switch Organization”You can switch to another organization by clicking the current organization’s name in the top left corner and clicking “Switch or create organization”. You will see all organizations you have access to.
Create Organization
Section titled “Create Organization”Similar to the above, you can create a new organization by clicking the current organization’s name in the top left corner and clicking “Switch or create organization”.
Click “Create organization” and specify its name and the administrator’s email address. An invite to join the organization will be sent out shortly thereafter.
Invite Member
Section titled “Invite Member”You can be part of multiple Phaset organization with the same identity (i.e. email address).
Admins can invite members to join a Phaset organization. To invite someone, navigate to “Settings”. Under “Organization settings” there is a Members tab. Here you can invite members and assign them one of the available roles.
Revoke Invitation
Section titled “Revoke Invitation”Admins can withdraw an invitation for someone to join the Phaset organization. This is done by navigating to the “Members” view (see above), clicking the three dots, and clicking “Revoke Invitation”. The invitation is no longer active and cannot be used. Note that the recipient is not informed of this.
Remove Member
Section titled “Remove Member”Navigate to the “Members” view and click the three dots for the row of the user who is to be removed. Click “Remove member” and verify you want to perform the action.
Allow Self-Sign Up
Section titled “Allow Self-Sign Up”Under “Organization settings” > “General”, you can configure self-sign up. Self-sign up is not enabled by default.
The primary use case for allowing self-sign up is if you want to make it really easy for any given email address part of your organization’s domain to sign in.
When it is enabled, you may configure it to work for either anyone signing in from any allowed domain(s) or to allow email addresses from any domain.