How to Create New Users and Roles in Polli
Adding new users to your Polli account’s organization is simple and easy to do with just a few short steps in order to achieve it. Keep in mind that for each new user this will come with a fee so don’t hand out new accounts to the people in your organization like candy!
Adding Roles
First is to make sure you have the correct roles created. If you want to make a new role do as follows:
Navigate to “Manage Organization” on the left sidebar of your screen.
From this menu, on the left select “Role Management”
In the upper right corner select the big “+” sign in order to add a new role.
From here you can select permissions that this role will get
If you select all the options then you will create an “Admin” role that can interact with everything.
If you have say, a pilot that you want to give access to then selecting the bottom two boxes with “Upload Options” will just allow them to read and update uploads
Once you have the permissions made you simply name it and now you have a role created!
Inviting New Users
Once you have the roles set up that you want you can go and add new people to your organizations by going to “User Management” in the top left. Once here you can click on the big “+” sign again and add someone by writing their email address down and then selecting a role for them. Once this is complete your user will get an invitation email to join your organization which they can then join. Sometimes this will show up in your junk email so be sure to check there as well! Keep in mind that once you add a new user you can still edit and assign new roles or remove a role that was given to them by accident.
Grouping Users
Once invited you can now move onto grouping people. Do you have people that are only meant to process data and do billing? What about people who are only pilots? People who will need admin access? Keep them organized within your organization with the “Group Management” tab.This one is simple to use and add people to, again go to “Group Management” and then select the big “+” sign again in the top right corner. Here you will just get an option to name your new group and then select who you want within the group. One thing to keep in mind is this will only display people’s emails and not their names within the organization so verify who you’re adding for yourself. Groups do nothing besides help keep everything in order and help admins know where everyone is within the organization.
