How to Add and Manage Users in Your Enterprise Organization – Powtoon Business

You need to have Org Admin permissions in order to perform the actions described in this article.

As the Org Admin of your Powtoon Enterprise platform, you are responsible for setting up your organization's teams, managing your license pool, and ensuring that members are added and removed properly from the relevant teams.

Once your domain is established and you can access your account, we recommend that you perform the setup tasks outlined in this article in the order that they appear. This will ensure a smooth setup and enable you to manage your teams and licenses with ease.

Setup Tasks

1. Familiarize yourself with the Org Admin page

2. Invite members
2. Track invitations
3. Create subteams

Familiarize yourself with the Org Admin page

Go to the Powtoon Workspace.

In your Toolbox, click Manage Teams and then View all.

The Org Admin page is displayed. In its beginning state, the page will appear as in the example below:

a. License Consumption
This bar displays the number of licenses your organization is using relative to the number
of licenses purchased. In most cases, when first accessing the Org Admin page, only one
license (belonging to you) will be used.
To learn how to manage your license pool, see Managing licenses.

b. License Status
Total Active: This number indicates the total number of licenses that are currently in use by
members in your organization.
A license becomes active after a new member joins a team in the organization. An
enterprise license is "one to many", meaning that one team member using one license can
belong to many teams.

Total Pending: This number correlates to the number of invitations that are awaiting
acceptance by new members. Once a member accepts an invitation and joins a team, the
license status changes from 'pending' to 'active'.

Unassigned Users: This number represents members who have been removed from teams and
are waiting to be assigned to other teams. Once members are assigned to new teams, they are
removed from this category and become active users. Members no longer requiring a license
should be deleted from the organization, after which their licenses can be freed up for other
users.

Total Inactive: This number correlates to the number of users that no longer have an active license,
but who haven't been removed from the organization.

Total Expired Trial: This number represents the members who have ended their 14 day trial period. The Trial feature is not available to everyone. Contact your CSM for more information.

c. Team Hierarchy: This is a visual representation of the teams and subteams in your
organization. In its beginning state, the hierarchy will display only the root of your organization,
which is your organization's name.

Invite members

With time, you may need to add members to existing teams or subteams.

Access the Org Admin page.

In the team hierarchy, select the team or subteam to which you want to add members.

Click Invite members at the top of the page.

Add the email address of the member you would like to invite.
Click Invite.

Track invitations

After you have sent invitations to members, you can track the invitation's status on the Org Admin page.

After an invitation has been sent but not yet been accepted, the member's record will be reflected as in the example below:

2.If required, an invitation that has not yet been accepted can be resent or canceled.

Create subteams

Depending on your organization's structure and the projects that you undertake, you may want to create subteams in your team hierarchy. This is not a mandatory task when setting up your environment and can be done at a later stage, according to necessity.