Managing Users in Gloo

To manage Users for different organizations, navigate to the respective organization you would like to edit under My Account in the left sidebar by selecting the Roles tab.

The Users can be managed and edited through the Organization Admin role and can be found in the Roles option in the dropdown menu. You can learn about roles and what permissions are available here.

If a user registers with an organization that has already been claimed, they will be added with a Viewer role.

Inviting a New User

  1. Click the Invite button in the right hand corner of the Admin page

  2. Enter the user's email

  3. Select the appropriate role for the user (Only admins can invite other admins. So if a staff member is inviting, they will only have the option to invite someone as another staff member)

  4. Select which locations the user will need to have access to

  5. Click the Invite button at the bottom of the window - the Invitation will be valid for 4 days

Note: If a user has already created a Gloo account, they will be added to the organization and no action on their part will be required

Updating Users

  1. Click the Profile icon in the left sidebar

  2. Select the organization you wish to manage

  3. Click Roles or Campus

  4. To see details on a user account and make changes, click the dropdown menu in the Roles column for said user

  5. Choose the option you desire to make those changes

Removing (Deleting) User from Organization

Removing a User from the Organization can be done in three simple steps:

  1. Click the Profile icon in the left sidebar

  2. Select the organization you wish to manage

  3. Click Roles

  4. Click the ellipses on the far right of the user list for said user and choose Remove User

Did this answer your question?