Managing members and teams
Account management enables users with the necessary admin permissions to control which users have access to Dynamic Content hubs and repositories using:
Organizations - A user must be an 'active member' of an organization to access its hubs and repositories
Members - Member is the term used in account management to refer to users in an organization
Teams - Members can be grouped into teams
Organization administrators can perform all account management actions, and users with the hub admin role can perform a subset of those actions. See hub admin role.
The Account management panel shows members and teams for your selected organization. If you have more than one organization, you can switch to a different one. If you log in as an organization or hub admin user, your permission level is displayed at the top of the window. In the example below, an organization admin user is logged in.
Users who are members of the organization are listed with their names. Users without names have either not yet logged in to Dynamic Content or haven't accepted their email invitation to join the organization.
All members in an organization can see all other organization members, teams and permissions.
Inviting membersLink copied!
User accounts for Dynamic Content are created by Amplience Support. After this you request support to send email invitations to users through the Service Catalog.
For each user, your request must include the user's email address. You may optionally add the user name and organization name.
After users are invited, they are shown in the members list (highlighted gray) until they accept their invitations.
Users can accept invitations in the following ways:
Automatically - by logging in to Dynamic Content
Manually - by accepting their email invitation
Invitations expire after a certain time and if not accepted, will need to be sent again by organization admins.
Once a new user has logged in, users with the necessary admin permissions will be able to set permissions, and add users to teams.
Resending invitationsLink copied!
To remind an invited user to accept their invitation, hover over the user and choose "Resend invitation email" from the contextual menu.
Filter the list to show only 'Invited users'.
Searching and filtering membersLink copied!
All members of an organization can refine the list of members shown in the Account management panel, using the search and filters.
The search looks for your search text in member names and email addresses.
Filtering membersLink copied!
The members list shows all members in an organization, by default. To filter the list use:
Filter by Role - To show members with the organization admin role, hub admin role or members with no admin roles
Filter by Account status - To show members who are active or invited
Creating teamsLink copied!
Users with the necessary permissions can create teams in the following ways:
- From the Teams tab, click "Create team"
- From the Members tab, select the members, then choose "Create new team" from the Teams menu
You must be either:
- An organization admin
- A user with the admin role on a hub. Users with the hub admin role can use teams to set permissions on the relevant hubs
The Create team dialog is displayed. Enter a team name that is unique within the organization. If you chose to create the team based on selected members, those members are already selected.
Click "Create team" to save the team. A notification confirms the team is created and gives the option to "configure" the team, by adding more members and setting permissions.
Adding members to existing teamsLink copied!
You can add members to teams in the following ways:
You must be either:
- An organization admin
- A user with the hub admin role, who has created the team
Adding members to a single teamLink copied!
To add members to a single team, from the Teams tab select "Edit team" from the contextual menu. Notice in the example below, the logged in user has hub admin permissions (identified at the top of the window) and is therefore allowed to edit teams that they have created. The "Created by me" tag highlights which teams a hub admin user has created.
From the Edit team pane, use "Add members" to add the members you want. Members who are already in the team are not shown in the list.
Clicking "Add members" updates the Edit team pane, to show the proposed new members. To confirm the new team members, click "Save team". Any other changes you have made to the team will also be saved.
Adding members to multiple teamsLink copied!
You can quickly add a group of members to multiple teams as a bulk action.
To add members to multiple teams, select the members on the Members tab, then choose "Add to teams" from the Teams menu.
The Teams menu is shown on the Members tab, when one or more members are selected.
The "Add to teams" dialog is displayed for you to choose the teams to which you want to add the selected members.
Deleting teamsLink copied!
To delete a team, from the Teams tab, choose "Delete" from the team's contextual menu. You must be an organization admin or a user with the hub admin role who created the team.
You must be either:
- An organization admin
- A user with the hub admin role, who has created the team
When you delete a team, only the team is deleted. All members of the team remain in the organization and in any other teams in which they are included.
Removing members from teamsLink copied!
You can remove members from a single team and from multiple teams.
You must be either:
- An organization admin
- A user with the hub admin role, who has created the team
Removing members from a single teamLink copied!
From the Teams tab, select "Edit team" from the team's contextual menu. Then select the members to remove from the team, by clicking X.
Click "Save team" to remove the members. Any other changes you have made to the team will also be saved.
Removing members from multiple teamsLink copied!
You can quickly remove a selection of members from multiple teams, as a bulk action.
To remove members from multiple teams, select the members on the Members tab, then choose "Remove from teams" from the Teams menu.
The Teams menu is shown on the Members tab, when one or more members are selected.
The Remove from teams dialog is displayed, with members already selected. Choose the teams from which you want to remove the selected members.
Removing members from an organizationLink copied!
Organization administrators can remove members' access to all Dynamic Content hubs and repositories in an organization, by removing those members from an organization. Removing a member from an organization automatically removes them from any teams they are in.
When you remove a user from an organization you are simply canceling them from being a member of an organization, but not removing their user account. If a user is in other organizations, they remain in those organizations, and if a user has access to Content Hub, that access still remains.
This action does not remove user accounts. If the users you remove from an organization no longer require access to Dynamic Content or Content Hub, a support ticket must be raised to completely remove the users.
To remove an individual member from an organization: - From the Members tab, open the member's contextual menu and choose "Remove from organization".
To remove multiple members from an organization: - From the Members tab, select members and then choose "Remove from organization" from the toolbar.
The Remove from organization dialog is displayed, from which you can confirm or cancel.
If a member is removed from an organization by mistake, an invitation must be sent to the user and accepted by them to access the organization again. See Inviting members.
If the removed member was in any teams, they will need to be added to those teams again. See Adding members to teams.