Owners and admins manage who belongs to an organisation from the Organization page. Each member has one role, and the role decides which parts of One they see and what they can change.
Roles
| Role | What it allows |
|---|---|
| Owner | Full access, including billing changes, member management and approving Vigil actions. |
| Admin | Manage members, services and contracts. Also allows billing changes and support requests. Approving Vigil actions is granted separately. |
| Member | Read access across the organisation. No support requests. |
| Read Only | Read access across the organisation. Also allows support requests. |
| Billing Only | Access to billing information only. |
Partner organisations have additional partner roles for deals, managed customers and partner billing.
Some parts of One need a specific permission. For example, Environment, Services and Change requests need access to services, which Billing Only does not have. Billing needs access to billing information.
Invite a member
Open the Organization page. Go to one.vigilbase.com/organization and stay on the General tab.
Click Invite. It is next to Team Members.
Enter the details. In Invite Team Member, type the colleague's Email Address and choose a Role. The description under the role says what it allows.
Click Send Invitation. Vigilbase emails them an invitation link.
The invitation appears under Pending Invitations with its role and expiry date. Use the buttons beside it to Resend invitation or Cancel invitation. Your colleague accepts it as described in Organisations.
You can only offer roles and permissions that you hold yourself, so the Role list may be shorter for an admin than for an owner.
Change a member's role
Find the member under Team Members.
Open their actions. Click the menu button at the end of their row and choose Change role.
Pick the new role in Change member role and click Save role.
Remove a member
Click the menu button at the end of the member's row, choose Remove, then confirm with Remove Member. They lose access to everything in the organisation.
Let a member approve Vigil actions
Approve Vigil actions is a permission for approving actions that Vigil proposes. Owners always have it; anyone else needs it granted explicitly. Vigil does not currently propose actions in customer conversations, so this permission does not change what a member can do today. Changes to your managed services are approved through change requests.
Under each member on the General tab, owners and admins see an Approve Vigil actions switch:
- Included with Owner means the member is an owner and already has it.
- Requires a role that can change services means their role cannot hold it; give them a role such as Admin first.
- You cannot change your own access appears on your own row.
Turn the switch on to grant the permission, or off to remove it.
Membership through single sign-on
If your organisation provisions users with SCIM, directory users join with member access. Groups in your identity provider never grant admin roles; an owner or admin changes roles in One. See Single sign-on.