First steps as an administrator¶

This page is for the administrator of an organisation that has just been created. Your operator invited you as the first administrator; the steps below prepare the organisation for the rest of your team.

1. Accept the invitation¶

Open the link of your invitation. With no account yet, you choose a name and a password on the page that opens and then sign in with them. With an account already, you sign in with the same e-mail address the invitation was made for. A different address, or one you have not verified, is refused. After accepting you are a member and administrator of the organisation.

2. Check the organisation¶

Check that the name is right and that the organisation is active. A suspended organisation refuses every request from its members and from the organisations below it. Ask your operator what is going on if you see a suspension you did not expect.

3. Add a second administrator¶

An organisation always keeps at least one active administrator, and OS refuses a change that would leave none. With a single administrator, the access of the whole organisation hangs on one account, so invite a second administrator.

4. Invite your team¶

For each colleague you choose an e-mail address and which roles, groups and attributes they get. You can only grant what you hold yourself. An invitation is valid for seven days.

5. Set up your company's sign-in¶

If you want your people to sign in with their work account, first prove that the organisation owns the e-mail domain, then link your company's sign-in service. You can do this when your organisation's service holds your company's sign-in. See Signing in for what your people will see.

Step 4 is worked out in Invite people; what the invited person does is in Accept an invitation. The task page for step 5 joins this guide.