Organization

The Organization section in StepWorks allows you to manage members, assign roles, and control access to content within your workspace. This ensures the right people have the appropriate permissions to create, edit, or view procedures and product data.

---

Roles

Each member in your organization is assigned a role that determines their level of access:

• Admin

  • Full access to all organization settings.
  • Can add, manage, and remove members.
  • Can create, edit, and publish any content.
  • Can access billing and account details.

• Editor

  • Can create and edit products, product twins, and procedures.
  • Cannot manage members or access account/billing settings.

• Viewer

  • Can view published procedures shared with them.
  • Cannot make changes or access editing tools.

Assign roles carefully to ensure your team has the right balance of control and security.

---

Adding Members

To invite team members to your organization:

1. Navigate to the Organization section from your dashboard.
2. Click + Add Member.
3. Enter the member's First Name, Family Name, and Email Address.
4. Select their Role (Admin, Editor, or Viewer).
5. Click Invite.

The member will receive an email with a link to join your organization.

---

Managing Members

To view and manage current members:

1. Go to the Organization section.
2. You’ll see a list of all members, along with their assigned roles and status.
3. You can:
   • Change a member's role using the dropdown next to their name.
   • Resend an invitation if the member has not yet accepted.
   • Deactivate or reactivate members if needed.

Changes take effect immediately.

---

Deleting Members

To remove a member from your organization:

1. Navigate to the Organization section.
2. Find the member you wish to remove.
3. Click the trash icon or Remove button next to their name.
4. Confirm the deletion.

Deleting a member revokes their access immediately.

---