Managing User Permissions Across Multiple Organizations in Schedly |

Overview

Managing user permissions across multiple organizations in Schedly is essential for maintaining security and operational efficiency. Schedly allows administrators to view, edit, and control role-based permissions for users within different organizations, ensuring the right access levels. This feature is critical for organizations of all sizes to streamline processes and enhance teamwork.

Prerequisites

User must have Admin role within their organization.
Access to the Settings > Organizations section.
Schedly account with relevant access levels according to the subscription plan.

Step-by-Step Instructions

Viewing and Editing Organization Access

Log in to your Schedly account via the login page using your preferred sign-in method.
Navigate to Settings in the main navigation menu.
Select Organizations from the dropdown.
Choose the organization you wish to manage by clicking on its name.
Go to the Members tab to view current users and their roles.
To edit a user's access, click the Role dropdown next to their name and select the desired role.
Click the Save Changes button to apply any modifications.

Setting Role-Based Permissions

Access the Roles section under Organization Settings.
Define or modify roles by clicking on the Edit button.
Specify the permissions for each role, such as event creation or viewing insights.
Assign roles to users by returning to the Members tab and using the Role dropdown.

Syncing Permissions Across Systems

If your organization uses SAML/OIDC, ensure the same permissions are mirrored in your identity provider settings.
Configure your SSO settings via the Integrations section.
Test the synchronization by logging in with user accounts to ensure roles and access levels match.

Resolving Access Conflicts

Identify conflicts by reviewing the Activity Log under Organization Settings.
Use the log to see any authentication or permission errors.
Address conflicts by revisiting the Roles section and adjusting role permissions accordingly.
Communicate changes with affected users to ensure smooth transitions.

Best Practices for Security

Regularly audit user roles and permissions.
Implement SAML/OIDC for secure authentication and streamlined permission management.
Minimize access levels for non-essential users.
Use two-factor authentication to enhance account security.

Key Details & Limits

Admins can manage all roles and permissions for their organizations.
Role changes are instant; however, it may take a few minutes for them to propagate across synced systems.
SAML/OIDC must be configured separately within your identity provider.
Enterprises have unlimited team members; other plans are limited based on plan tiers.

Frequently Asked Questions

How do I add a guest user?
Invite guests by entering their email in the Members tab and assigning them the Guest role.
Can I change multiple users' roles at once?
No, user roles must be updated individually for accuracy.
What is the impact of changing a user's role from Admin to Member?
Changing the role will remove their access to manage members and settings.
How often should we review user permissions?
Review permissions quarterly or after any organizational changes.
Why can't I see certain organizations?
Ensure you are logged in to the correct account; access may be limited by your role.

Troubleshooting

User sees 'Access Denied' message: Verify their role under the Members tab and adjust permissions.
Changes aren't reflecting: Ensure that changes were saved. Check for system sync delays.

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Managing User Permissions Across Multiple Organizations in Schedly