Members are the researchers at your institution who can use Connect Enterprise. As an org admin, you control who's on the account, who isn't, and who has lost access. This article walks through how to add members, how to remove them, and what to expect along the way.
Who Can Be Added
Enterprise accounts are restricted to email addresses that match your institution's approved domain(s). For example, if your organization is approved for cloudresearch.com, only users with cloudresearch.com email addresses can be added.
Some institutions have more than one approved domain — for example, if you've migrated from an old domain and still have legacy accounts on it, or if your students use a different domain than your faculty. Connect supports multiple approved domains per organization. To add or update yours, contact connect-support@cloudresearch.com.
Adding a Single Member
From the Members tab in your Organization dashboard:
- Click Add Member.
- Enter the person's full name and email address.
- Click Add.
What happens next depends on whether the person already has a Connect account.
If they've used Connect before with that same email, they're converted to an enterprise member immediately. Their past projects stay accessible under their personal teams (see Personal vs. Organizational Teams), but anything new they do on the enterprise account is kept separate.
If they're new to Connect, they'll receive an invitation email. Their status will show as Pending on your dashboard until they finish setting up their account, which they can do at their convenience.
If a member has been Pending for several days and you need them active, follow up with them directly — a nudge often helps.
Tip: If a member has been Pending for several days and you need them active, follow up with them directly — a nudge often helps.
Adding Many Members at Once
If you're rolling out Enterprise to a large group, use the bulk add feature instead of adding people one by one.
- Go to the Members tab.
- Click Bulk Add.
- Prepare a spreadsheet with each member's name and email address.
- Drop the file into the upload area.
Connect sends invitations to anyone who's new and instantly converts anyone who already has a Connect account.
Member Statuses
The Members tab shows every member's current state.
- Active members have completed onboarding and can use Connect.
- Pending members have been invited but haven't finished setting up their account yet.
- Deactivated members no longer have access to your enterprise account.
Removing a Member
When someone leaves your institution or no longer needs access, you can deactivate them:
- Find the member in the Members list.
- Open the actions menu next to their name.
- Select Deactivate.
Deactivation revokes the member's access to the enterprise account. Their past projects remain in the system for record-keeping, but they can no longer create new projects or request funds.
You don't need to deactivate members who have simply used up their allocated funds. The same researchers tend to come back repeatedly for new projects, and there's no cost to leaving an active member in place between requests.
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