<aside> 💡 Who is this for? This guide is for administrators who will help set up your organization on CoLab. This includes adding new users (both admins and members), configuring the platform, managing resources, groups and users, as well as accessing analytics.

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Step 1: Owner receives access

A CoLab team member will set an agreed-upon owner of your organization. They will be our primary contact and have the permission to configure additional platform settings.

The owner will receive an email titled “Your Organization is Ready on CoLab” with a link to access your organization’s space. Once they log into your CoLab space, they should navigate to “Admin Tools” from the left menu, click “Settings,” and update the information.

Your Organization is Ready on CoLab demo email.png

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Step 2: Owner invites admins

Before inviting all members to your CoLab space, we recommend inviting just the admins first so they can become familiar with the tool and help with setup if necessary.

Administrator Accounts Provide Access To:

To Invite Admin Users

Navigate to “Admin Tools” from the left menu, click “Add Members,” and then use the Bulk Add or Add Member tool to add the user information, ensuring to select the options to “Invite as Admin” and “Send Email Invites.”

Admin Tools - Send Invites - CSV uploaded (1).png

Step 3: Admins configure platform