This article is only relevant for Arthur Professional edition users.
In this article, you will find information on how to create teams in your organization, invite users to them and rename existing teams. Later, we discuss copying rooms also. To start off, kindly do the following:
- Log in to the Arthur Portal with your account details.
- Click on your name on the top right of the page. You will then be redirected to the Account Settings page.
- Click on "Team".
1. Create Team
*You need to have organizational admin privileges to create a team
Select the available organizations from the drop down and click on "Add Team" to initiate a new team creation.
The following menu will appear:
- Assign Team Name.
- Add multiple users by adding their Email address via clicking on “Add User” button.
- Choose whether you would like to enable all the Arthur default environments for this team or custom select.
2. Invite Users
*You need to have organizational or team admin privileges to invite users to a team
Start off by selecting the org/team in which you would like to add a user too. Then click on the "Add Member" button. There are two ways to invite users to your team.
- Bulk invite users:
You can bulk invite multiple users simply by copy/ pasting their email addresses into the given space (separated by commas). Here are a few examples:
arthurdemo1@vr.com, arthurdemo2@vr.com, arthurdemo3@vr.com, arthurdemo4@vr.com
It will send out a sign up email to non-existing users, an invitation email to existing users that are not in the team, and no email to a user who already exists within the team.
- Add users individually:
- With this method, you can already set additional details of the users you want to invite by entering their first and last names, with an option to add their profile picture and avatar.
- Relevant teams can be assigned from the drop-down menu as shown above.
- To add multiple users individually, simply click on “Add another user”.
You can change the invite method and choose from:
- Invite Email: A non-existing user receives an Email to set up an Arthur account. An existing Arthur user (that's not in the team) receives an invite to join the team.
- Temporary Password: This creates an account that the user can log in with and sends them an Email with the temporary password. Upon the first login, a new password needs to be set by the user.
- Permanent Password: You can set a permanent password to the user, that you need to communicate to him/her.
- Make Member: This directly adds an existing Arthur user to your team without sending them an Email invite. It is also useful if you’re an organization admin and do not have access to a particular team within that organization.
3. Rename Teams
*You need to have organization admin privileges to rename a team in that organization
In order to rename an existing team simply click on the edit button (marked in red) below and assign a new name.
4. Copy Rooms
*You need to have organizational admin privileges to copy rooms
In order to copy rooms from one "Organization" to another (and from team to team), follow these simple steps:
- Click on "Rooms" tab on the top middle of the page
- Click on the blue "Copy Room" button
- You'll come across a menu like the one below
From the menu, select the desired: - From Organization/Team: This is the current organization and team(s) location of the room(s) that need copying
- To Organization/Team: This is the location of the organization and team(s) where the room(s) will be copied to.
- Select Rooms: This is the drop down menu for all the rooms that are available for copying
- You can choose to copy rooms from multiple teams (in a particular organization) simultaneously and choose multiple destinations (teams) for them.
- Once done, click on the blue button called: "Save Changes". The room(s) have been successfully copied!