Invite Members
Inviting a user to your organization
You can invite members of your company to your Dynamic organization by navigating to the Admin screen and clicking on the Members tab.
You can then add a wallet address/email address and a name which will add this wallet/email based user to your organization. You will also need to assign a role to each new user you invite. The four possible roles are:
| Role | Description |
|---|---|
| Owner | Owners have unrestricted visibility and control over the entire dashboard, including sensitive sections such as billing and user management. |
| Admin | Admins have unrestricted visibility and control over the entire dashboard, including sensitive sections such as billing and user management. The only thing an admin cannot do is remove an Owner from an Organization. |
| Developer | Users assigned the Developer role have comprehensive access to all areas of the system, with the exception of the admin-specific functionalities. This exclusion includes areas like billing and member invitations. |
| Member | This is a read-only role. Users are restricted from making any changes to settings or configurations. Their access is limited to viewing user management and analytics data in Dashbaord, and authenticated GET endpoints on our API. This ensures they can monitor and review information without modifying it. |
Accepting an invite to an organization
If the invited user already has a Dynamic account associated with the invited wallet/email then the next time they log in, they will see a notification that they have been invited to join your organization. They can click on the notification to accept the invitation, or choose to ignore it.
If the invited user does not have a Dynamic account associated with the invited wallet/email, they will need to create an account and then accept the invitation. They can do this by following these steps:
- Connect their wallet/email
- Complete the onboarding flow
- Enter their Alias and Email
After this point, they will be asked if they want to join your organization as long as the wallet/email matches that which was invited. They can then accept, and then they will be logged into the organization’s dashboard.
Invite Members
Inviting a user to your organization
You can invite members of your company to your Dynamic organization by navigating to the Admin screen and clicking on the Members tab.
You can then add a wallet address/email address and a name which will add this wallet/email based user to your organization. You will also need to assign a role to each new user you invite. The four possible roles are:
| Role | Description |
|---|---|
| Owner | Owners have unrestricted visibility and control over the entire dashboard, including sensitive sections such as billing and user management. |
| Admin | Admins have unrestricted visibility and control over the entire dashboard, including sensitive sections such as billing and user management. The only thing an admin cannot do is remove an Owner from an Organization. |
| Developer | Users assigned the Developer role have comprehensive access to all areas of the system, with the exception of the admin-specific functionalities. This exclusion includes areas like billing and member invitations. |
| Member | This is a read-only role. Users are restricted from making any changes to settings or configurations. Their access is limited to viewing user management and analytics data in Dashbaord, and authenticated GET endpoints on our API. This ensures they can monitor and review information without modifying it. |
Accepting an invite to an organization
If the invited user already has a Dynamic account associated with the invited wallet/email then the next time they log in, they will see a notification that they have been invited to join your organization. They can click on the notification to accept the invitation, or choose to ignore it.
If the invited user does not have a Dynamic account associated with the invited wallet/email, they will need to create an account and then accept the invitation. They can do this by following these steps:
- Connect their wallet/email
- Complete the onboarding flow
- Enter their Alias and Email
After this point, they will be asked if they want to join your organization as long as the wallet/email matches that which was invited. They can then accept, and then they will be logged into the organization’s dashboard.