Adding Users

Owned by Alex Do (Unlicensed)
Last updated: Jan 19, 2024
4 min read

With spaceOS, you can separate your users into 4 roles, depending on who they are, and what permissions they need to have in order to work.

 

  • Global Admin

A role with full access to the platform and its internal workings. They can add/edit users, inventory, companies, locations, etc.

  • Company Admin

This role manages users belonging to a specific company, as well as its newsfeed, events, and guests. More restricted than global admins.

  • Staff

This role exists for people who maintain the location in question, so they have access to modules that are required for that (for example, Mailroom), but can't add users/edit companies.

  • Member

A basic role for tenants without a need to have access to the internal workings of the spaceOS platform. Can invite guests.

You can review different permissions that each role has in our Roles guide below.

Tip: We advise only adding users to the system when you're prepared for user training or launching your platform, as they will receive an immediate invitation to join the platform upon being added.

Video Tutorial

Global Admin: Adding Company Admins

Once you have created a company you can start adding Company Admins. 

  1. To create a company admin, click on the [+] button in the members view.

  2. Complete the form with all the users details.

  3. Select the role [Company Admin] at the bottom of the page.

  4. To finish, click Create.

Fields marked with * are mandatory.

Global Admin: Adding Members

  1. To create a member, click on the [+] button in the members module.

  2. A member form will open. 

  3. Complete the form with relevant details of the new member. 

  4. Member Visibility: You may also set the member's visibility - whether they wish to be visible for other app users in the community feature.

  5. Select the type of role assigned to this user at the bottom of the page.

    1. Global Admin

    2. Company Admin

    3. Staff

    4. Member

  6. To finish, click Create.

Note: Fields marked with * are mandatory. The user will be prompted to fill in the rest of the fields during their first login. 

Company Admin: Adding individual members

  1. To create a member, click on the [+] button in the members module.

  2. Add the member's email address. 

  3. To add multiple members click [Add another member]. 

  4. To finish, click Send invitations.

Note: You can only add as many members as you have available spots.

Company Admin: Adding multiple members via csv

  1. To upload multiple members at once, click on the [+] button in the members module.

  2. Scroll to the bottom of the Invite new members form. 

  3. Click on the [CSV file] part of invite multiple members via a CSV file.  

  4. Click on Show instructions. 

  5. Download the Template file. 

  6. Add your members details to the file

    • email address

    • first name

    • last name

    • role (please enter them as below)

      • company_admin

      • member

  7. Drag and drop / upload the csv file. 

  8. The file will automatically start processing. 

  9. To finish, click Done.

If your file is not formatted correctly or if members are already added you will get an error and members that have not been added will show as failed to add and it will highlight the members that failed. 

Company admins can only add company admins for their company or members.

Company Admin: Adding members via SSO

If you have setup SSO then Company Admins can add users via SSO. 

  1. Global Admin enables SSO via: 

    1. Microsoft Azure

    2. Google Workspace

  2. Company Admin then enables SSO in their company profile

    1. Edit Company Profile

    2. Enable SSO

  3. When adding Members in the Members module the Company Admin will have the option to create an invite link and share the invite link.

Note: Only Company Admins can add members via SSO. 

 

See also: User Roles