Create a staff member

Open Settings, then Manage users. In a demo organization this page is visible and cannot be changed.

The list has Active and Invited tabs, a Search for user field, and columns for User and Role. Your own row is marked (you). The help icon beside Role opens Role descriptions.

What each role can do is set in Staff roles and permissions.

Add a user

Select User. The dialog is Add user. The primary role starts as Secretary.

Choose a Primary role:

Also serves as regional representative is optional. Turn it on, then choose Assigned region. Members in that region see this person as their regional representative in messaging. The role label then includes Regional Rep and the region name. Regions are created under Society details → Regions. If none exist yet, the form says to create them in Settings first. Leaving the region blank shows Select a region for the regional representative.

Promote a member

Promote member appears when at least one member can be promoted. The list includes active members who already have an online account and are not already administrators.

1. Choose Member. The empty choice is Select a member...

2. Choose the Primary role, and a region if they should be a regional representative.

3. Select Add as followed by the role name, such as Add as Secretary.

The page confirms that the person was added as an administrator. They appear on Active immediately. Leaving the member blank shows Select a member to promote.

Invite a new person

Select Invite new user when the promote tab is showing. If no member can be promoted, this form is the only one.

1. Enter First name, Last name, and Email.

2. Choose the Primary role, and a region if they should be a regional representative.

3. Select Send invitation.

The page confirms Invitation sent to that email. The person is listed under Invited until they accept.

The email subject is You're invited to administer the organization. The button is Accept your invitation. The link lasts 7 days. The page title is Join followed by the organization name, and it names the role.

• A new account enters Password and Confirm password, then selects Create account & accept invitation. The password needs at least 6 characters.

• An existing Origin account selects Sign in to accept invitation, then Accept invitation.

When they finish, the page confirms Welcome! Your admin access is now active. Their row moves to Active.

Change or remove someone

Open the row menu.

Edit role opens the same primary role and regional representative fields. Select Save role. The page confirms User role updated. The person marked as the primary administrator stays Registry Administrator. That dialog only updates their regional assignment.

Remove is hidden on your own row, and it is hidden when removing that person would leave the organization with no registry administrator.

For an active user, Remove administrator offers:

• Change back to member keeps them in the organization as a regular member. The page confirms User was changed back to a member.

• Remove from society takes away their access to this organization. Their account and registry records stay. The page confirms User was removed from the society.

Select Confirm removal.

For an invited user, the menu says Cancel. Cancel invitation removes the pending invitation. The page confirms Invitation removed.