User Management
Managing access and fostering collaboration within Observv involves inviting users and approving organizations. These features ensure that the right people have access to the right resources while maintaining control over roles and permissions. Whether it’s creating invite links for new users or approving organizations to collaborate on specific properties, Observv provides the tools needed to streamline onboarding and ensure secure, purposeful partnerships.
What is an invite link?
An Invite link is a secure and customizable way to onboard new users into an Observv organization. The invite specifies the role assigned to the user, sets an expiration date, and can restrict access to specific email addresses. Once created, the Invite link is manually sent to recipients, ensuring only authorized individuals get access.
Invite links streamline the onboarding process while ensuring roles are tailored to the user's responsibilities.
What is a guest?
A guest is an internal member of another observv organization that has been added to 1 or more property roles in your organization. Guests can only be added to property roles, not global roles as a risk management measure.
How to
Create an invite link
| Click the Manage icon. |
| Select Invites. |
| Click the Create Invite button . |
| In the pop up window, input: |
| - Name: Enter the invite name. |
| - Destination role: Select the role that the invitee(s) will have in the organization. |
| NOTE: Either select the specific role you want to invite them to, or temporarily assign them the No global role. |
| Keep in mind that members with No global role will not see any content until they have been assigned a property role. NO Global Role includes all members that have no global role, including those that do have a property role. |
| - Expires: Set the expiration date for the invite. |
| - Allow registrations only with the following emails: Enter one or more email addresses that can use this invite link. |
| - Click Enter after you input an email address. |
| Click Create invite to confirm. |
| NOTE: The system will generate an invite link, which you must manually send to the email addresses of the people you want to invite. |
| ObservV also creates the email body text, which you can copy and paste into your email so that invitees understand what they are being invited to. |
Delete an invite
| Click the Manage icon. |
| Select Invites. |
| Navigate to the invite you want to delete. |
| Click the Edit invite button. |
| In the pop up window: |
| - Click the Delete invite button. |
| Confirm the deletion by selecting Delete in the confirmation window. |
Edit an invite
| Click the Manage icon. |
| Select Invites. |
| Navigate to the invite you want to edit. |
| In the pop up window, you can edit the following fields: |
| - Name: Edit the invite name. |
| - Expires: Edit the expiration date for the invite. |
| Click Save to apply the changes. |
Add or remove a user to an invite
Once an invite is created, users cannot be added or removed from the invite.
NOTES:
- You can only invite members in roles that are in your branch, so, sponsored roles and below.
- An exception to this rule is Account Owners can add and invite members to their own role.