Team Management is a collection of features dedicated to organizing Intuiface users and accounts, and managing access to licenses and project assets. Your Platform tier determines the level of capability.

Basic Concepts

There are four basic concepts to Team Management:

• Organizations are collections of one or more accounts.
• Accounts are collections of experiences, licenses, analytics data/charts/dashboards, and credential keys.
• Users are members of an organization.
• Roles are the access and management rights of a user: Owner, Admin, or User.

Organizations

An organization is created whenever a 28-day Trial is started or a Platform subscription is purchased. A new organization contains one account and one user. That user - the person who started the Trial or purchased the Platform subscription - is identified as the Owner of the organization.

Accounts

An account is a collection of experiences, licenses, and associated assets. Accounts are part of an organization.

For Platform Essential customers, an organization is limited to a single account.

For Platform Premier and Enterprise customers, an organization can have any number of accounts. The original account - named "Primary", though its name can be changed - is the account into which all purchased licenses are first placed.

For Platform Enterprise, accounts can have any number of users. The organization owner and admins are able to access all accounts; additional users can be invited by the owner and admins to access specific accounts.

Users

Users are the members of an organization. Owners and admins are users, plus they can invite additional people to access specific accounts in their organization.

Users are created whenever a person registers their profile with Intuiface. Each user has a unique email address. 

Users can be members of multiple organizations.

Roles

There are currently three recognized roles in an organization:

• Owner
  The person who created an organization by starting a Trial or purchasing a Platform subscription.
  The organization owner can create and manage accounts, invite users, share experiences, loan licenses, and upgrade users to an Admin role.
  There can only be one owner of an organization.
• Admin
  (Exclusive to Platform Enterprise)
  Users with the Admin role have the same organizational rights as the owner, with one exception: only the owner can purchase license subscriptions.
  There is no limit on the number of admins in an organization.
• User
  Any member of an organization without Owner or Admin rights.

Organization and Account Identification

Owners and admins can share experiences with and loan licenses to accounts in any organization. The destination account is identified using that account's Sharing ID.

An account's Sharing ID is a combination of the Organization ID and Account ID:

• Organizations have two identifiers:
  • Name (any text string assigned by the organization owner; does not have to be unique to any one organization)
  • ID (a unique, automatically generated text string that can be edited by the owner)
• Accounts have two unique identifiers:
  • Name (any text string assigned by the organization owner or an admin)
  • ID (an automatically generated text string that can be edited by the owner or admins)

The Sharing ID combines the organization ID with the account ID, separated by the / symbol.

• EXAMPLE
  If the organization ID is "Table" and one of its accounts has the ID "Chair", then the Sharing ID for that account is "Table/Chair"