Team and Roles

Overview

Invite your colleagues to your UniSignIn organization and give each of them a role, so everyone sees the parts of the dashboard they need.

Invite a colleague

  1. Go to Administration → Organization.
  2. Open the Users & permissions tab and click Invite.
  3. Enter their Email and choose one or more Roles.
  4. They receive an email with a link to join. If the invitation expires, send a new one.

Roles

RoleAccess
Super AdministratorEverything, including integrations in Connect
AdministratorEverything except integrations
Experience ManagerExperiences, Orchestration and Segments
Commerce ManagerProducts, plans, orders and other commerce settings

Optional features such as comments, reviews, quizzes and notifications can be added to a role when they are enabled for your organization.

Organization settings

In Administration → Organization you can also set the details readers see in sign-up screens, the account center and emails:

  • Display Name and Logo URL
  • Primary Color, Secondary Color and Background Color
  • Privacy URL, Terms of Service URL and Contact Email

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