Every person who works with caisy and/or has a caisy account is a user of the CMS.

You want to invite a new user to caisy, for example because you have a new team member? Simply navigate to the “Members”-section of the organization, group or project  you wish to add the new user to. If you need an overview of your different organizations, groups and projects you can first go to “Your Account” by clicking on the icon in the lower left corner. Now you see all of the members that are currently part of that organization, group or project. Choose one, click on the button with the three dots (5) (located on the right side of each organization, group or project) and go to “Details” (6).

Next, select “Members” from the menu bar on the left (1). In the upper right corner you’ll see a button that says “Invite new member” (2). After clicking on that button, a window will open up where you can invite the new user by entering an email address (3). The invited user will then receive an e-mail with the corresponding access instructions.

To edit users, for example, because you want to add or remove them from a project, group, or organization, simply navigate to the “Members” section of an organization, group, or project. Here you can see the name, email address, ID, and role (1) of each member. By clicking on the three dots (2) right of each member, you can choose between changing the role (3) or deleting the member (4). If you choose to change the role, a window with a drop-down menu opens up, where you’re able to select a new role and confirm it with the button “Save role”.