[For HDX org admins] Guide to Organizational Membership

The following guidance explains how the administrator of an organization on HDX can manage membership. 

Organization membership includes three roles:

• Administrators, who can add, edit and delete datasets belonging to the organization and manage membership (which is what we're talking about here!)

• Editors, who can add, edit and delete datasets belonging to the organization but cannot manage membership.

• Members, who can view the organization's public and private datasets, but cannot add, edit, delete datasets or manage membership.

As the administrator, there are several things you can do to manage members of your organization.  We'll cover how to do each of them below. In summary, you can:

• make the organization open or closed group

• invite users to your organization

• accept or reject requests from users to join your organization

• change the role of a user in your organization, for example, promoting a user from member to editor

• remove a user from your organization
  

You can do all of these things from one convenient place on HDX: the membership page for your organization.  To get there, go to your organization page and click the members tab:

[screenshot]

Invite users to your organization

It's simple, just select the role you want the user to have and start typing a user's name, username, or email address.  If they are already a registered user, their name will be shown. If you invite them, they will immediately be added to your organization with the role you have selected. If they are not a registered user on HDX, by submitting their email address, a temporary username will be created for them and they will be invited to confirm by email. 

Instructions

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