How to Add a Member

This guide explains step by step how to add a new member to your organization on the Aumo platform.

Overview

Adding a new member involves:

1. Accessing the members page: Navigate to the organization's members section
2. Opening the invite dialog: Click the button to add a new member
3. Filling out the information: Provide the email and select the member's role
4. Sending the invitation: Confirm and send the invitation to the new member

Step 1: Access the Members Page

1. Log in to the admin platform
2. Navigate to Organization in the side menu
3. Select Members

You will see a list of all current members of the organization.

Adding Members Directly to a Project

If you want to add someone to a specific project (workspace) only, follow these steps before continuing with the above flow:

1. In the main sidebar, select Projects and choose the desired project.
2. Within the project, use the internal side menu and click on Members.
3. The displayed screen is the same used for organization members; just repeat the invitation steps described in the following sections (open dialog, fill in email and role, send invitation).

This process ensures that the member receives access only to the selected project, with the same roles and permissions as the standard flow.

Step 2: Open the Invitation Dialog

1. Click the New Member button (usually located in the upper right corner)
2. A dialog will open with the title "Invite a New Member"

Step 3: Fill Out the Information

In the invitation dialog, you will need to fill in:

Member's Email

1. Type the email address of the person you want to invite
2. Ensure that the email is correct, as it will be used to send the invitation

Select the Role

1. Click on the "Select a role" field (combobox)
2. A list of options will be displayed with the available roles:

The Aumo platform offers the following roles:

• SUPERADMIN: Full access to the organization, including administrative settings
• ADMIN: Administrative access with broad permissions
• CONTROLLER: Permissions to control and manage specific resources
• CURATOR: Permissions to manage and organize content
• BASIC: Basic access with limited permissions

3. Select the appropriate role for the new member based on their responsibilities and access needs

Step 4: Send the Invitation

1. Review the information filled in
2. Click the confirmation button (usually "Send" or "Invite")
3. The invitation will be sent to the provided email

Next Steps

After sending the invitation:

• The new member will receive an email with instructions to accept the invitation
• Once accepted, the member will appear on the organization's members list
• You can edit the member's role at any time
• If necessary, you can remove members from the organization

Tips

• Make sure the email is correct before sending the invitation
• Choose the appropriate role based on the member's responsibilities
• You can change a member's role later if necessary
• Members with higher roles have more permissions and access to more features

Important Notes

• Only users with appropriate permissions can add new members
• The number of members may be limited by your subscription plan
• Invited members need to accept the invitation before they can access the organization