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 invitation dialog: Click the button to add a new member
3. Filling in 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 only to a specific project (workspace), follow these steps before continuing with the above flow:

1. In the main side menu, 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 email and role, send invitation).

This process ensures 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 at the top right corner)
2. A dialog will open with the title "Invite a New Member"

Step 3: Fill in the Information

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

Member Email

1. Enter the email address of the person you wish to invite
2. Ensure 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

Adding Multiple Members (JSON/CSV)

In addition to adding members individually, you can also add multiple members at once using JSON or CSV files:

1. In the invitation dialog, you will see an option to import members via file
2. Click on the import option (JSON or CSV)
3. Select or drag the file with member data
4. The file must contain the necessary information (email and role) for each member
5. After uploading, members will be processed and invitations will be sent

Step 4: Send the Invitation

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

Step 5: Export Members

You can export the list of organization members in JSON or CSV format:

1. On the members page, locate the export button
2. Click the button to export members
3. Choose the desired format (JSON or CSV)
4. The file will be downloaded with all member information from the organization

Next Steps

After sending the invitation:

• The new member will receive an email with instructions on how to accept the invitation
• Once accepted, the member will appear in 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

• Ensure 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 the 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