{"id":11441,"date":"2021-12-09T16:17:09","date_gmt":"2021-12-09T21:17:09","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=11441"},"modified":"2023-11-20T19:54:28","modified_gmt":"2023-11-21T00:54:28","slug":"add-existing-users","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=11441","title":{"rendered":"Add Existing Users to an Organization"},"content":{"rendered":"\n<p>Since v0.9, administrators have the ability to add existing users to any organization below the parent.  In this way, internal admins can manage more than one organization with a single login.  <\/p>\n\n\n\n<p><strong>NOTE<\/strong>: It&#8217;s not a good idea to create duplicate users with the same email address.  The user table is shared across all organizations in SecureDB. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">To Add Existing Users <\/h2>\n\n\n\n<p>First, you&#8217;ll need to be in the parent instance.  Navigate to that by selecting the organization at the top and clicking on &#8220;SecureDB.&#8221;  Notice that it&#8217;s icon to the left is a little different than the others.<\/p>\n\n\n\n<p>From there, go to <strong>Administration<\/strong> >> <strong>Company List<\/strong> and click the <strong>Edit <\/strong>button next to the company you want to add existing user or users to. <\/p>\n\n\n\n<p>Under Setup Details, in the field labelled <strong>Add Existing Users<\/strong>, <strong>search and select the existing user or users<\/strong> you would like to grant access to this organization. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Set Permissions<\/h2>\n\n\n\n<p>Just because that user has been added, doesn&#8217;t mean they have the right role or permissions set.  Go back to the organization you just added the user(s) to, go to <a href=\"https:\/\/securedb.io\/kb\/?p=353\">Administration >> Manage Users<\/a>, edit the user&#8217;s profile, and make sure you&#8217;ve setup their <a href=\"https:\/\/securedb.io\/kb\/?p=353\">Reports to Primary<\/a> and their <a href=\"https:\/\/securedb.io\/kb\/?p=12000\">Role<\/a> to the correct values. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Now what?<\/h2>\n\n\n\n<p>Now, when this user logs in, they&#8217;re presented with a choice of which organization they&#8217;d like to access.  Once there, they can hop between organizations using the dropdown at the top (next to notifications). <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Since v0.9, administrators have the ability to add existing users to any organization below the parent. In this way, internal admins can manage more than one organization with a single [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[36],"tags":[87,88],"class_list":["post-11441","post","type-post","status-publish","format-standard","hentry","category-admin","tag-existing-user","tag-organizations"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/11441","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11441"}],"version-history":[{"count":4,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/11441\/revisions"}],"predecessor-version":[{"id":16476,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/11441\/revisions\/16476"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11441"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11441"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11441"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}