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Invite and manage members

Add people to your account, approve their requests, choose who administers the account, and remove access. For account admins.

Prerequisites

  • You are an admin of the account.
  • The account has a payment method on file. Until it does, admins are redirected to billing setup.

Open the account admin pages

Click your name at the bottom of the navigation pane, then Account settings. This opens the account admin pages for the active account.

The left pane lists Activity, Billing, Members, Branding, Interviews, Artifacts, Support and Settings. Click Members.

Add a member

  1. Click Add member in the title bar.
  2. Type the person's email address in Add people by email. Pick them from the list if they already have an AlisX user, or click the typed address to add someone new. For a new person, fill in Given name and Family name.
  3. Under Product access, select Alis Ideate, Alis Build, both or neither. Every member gets viewer access to the account whether or not you select a product.
  4. Click Add. With several people staged the button reads Add N members; you can add up to 20 at once.

The person appears in the members table and receives an email invitation. If someone you typed is already a member, the dialog offers Manage access instead, which takes you to their row.

Approve or decline access requests

People whose email domain matches your account can request access from the sign-up page, and members can request Build access from inside the console. Pending requests appear in two places on Members: a chip in the title bar reading N requests, and a row at the top of the table reading N pending access requests.

  1. Click either one. The Access requests dialog lists each person and when they asked.
  2. Click Approve or Decline. With several requests, Approve all approves them together.

An approved person gets Ideate and Build access and becomes a member if they were not one already.

Let your domain join without approval

  1. On Members, click the auto-enrol chip in the title bar. The Product auto-enrol dialog opens.
  2. Under Recognised domains, type each email domain your organisation owns and press Enter.
  3. Switch on Alis Ideate, Alis Build or both. The What happens line describes the effect.
  4. Click Done.

Anyone who signs in with an address on a recognised domain can then join the account and claim the switched-on products themselves. The rule appears as a row in the members table.

Make a member an admin or a viewer

  1. In the member's row, click the icon in the Account admin column (tooltip Change role).
  2. In Confirm permission update, click Confirm.

The dialog grants admin access to a viewer, or revokes it from an admin. A member always keeps at least viewer access.

Remove a member

  1. In the member's row, click the remove icon at the end of the row (tooltip Remove all access).
  2. In Confirm member removal, click Remove.

This removes the person's Ideate and Build access and their membership of the account. To take away Ideate or Build access only, see Manage product access.

Act on several members at once

Tick the checkboxes of up to 20 members. A bar replaces the toolbar with actions to grant or revoke Alis Ideate access, Alis Build access and admin access, and a Remove all access button. Each action shows the affected people before it runs; removal asks you to type the number of members to confirm. A result dialog reports any member the action failed for.