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User Management

Information and instructions for adding, removing, and managing Brevity users

 

We’re currently transitioning our admin model from Team > Group to Organization > Team > Group, with admin roles becoming Organization Admin and Team Admin. As a result, some language in this article (for example, references to “Team” or “Group”) may not exactly match what you see in the product today. The underlying functionality described here remains the same, even if the labels and hierarchy in your app look slightly different while we complete this transition.

Brevity Users and Seats

Before adding users to your Brevity team, note the number of existing users and the seats remaining for your instance in the upper-right corner of the Brevity window.

seats

Adding a user will reduce the number of remaining seats by one, while removing a user will increase the number of remaining seats by one. The number of seats available is determined by your organization's Brevity contract. Note that you can add users beyond the indicated number of remaining seats, and the cost of the additional seats will be automatically applied to your next Brevity invoice.

When you add a new Brevity user, an email is automatically sent allowing that person to create their Brevity account. Removing a Brevity user removes their ability to log in to Brevity.

Add an Individual User to Your Organization

To add a single user to your Brevity organization:

  1. Click Invite Users
  2. In the Invite New Users section, enter the person's First Name, Last Name, and Email address.
  3. Select a role. This role applies to the user at the All Organization level. For additional information, see:
  4. Optionally, select a team for the user. For more information, see:
  5. Click Send an invite.

invite multiple

Add Multiple Users to Your Organization

You can add multiple users to your organization by uploading a .csv file. The .csv file must be in the form shown below, including the header first row:

first_name last_name email role
John Doe johndoe@example.com admin
Jane Doe janedoe@example.com member
Here is an example .csv file that you can download and complete with your users' information:

To add multiple users to your Brevity organization:

upload csv

  1. Click Invite Users.
  2. Click Upload CSV.
  3. Locate and select your completed CSV file.
  4. Click Open.

Remove a User from Your Organization

To remove a single organization member:

  1. Click the three-dots menu at the far right of the user's row.
  2. Click Remove from organization.
  3. In the Remove Organization Member window, type the user's email address and click Delete.

To remove multiple organization members:

  1. Select the check box at the far left of each user's row.
  2. Click Actions > Remove Users.
  3. Follow the prompts in the Remove Organization Member window to confirm deletion.

Manage Organization Member Roles

At the all organization level, a User can be either a Member or an Organization Admin. Additionally, you can manage team roles for users who are members of teams within your organization from the all organization level. For more information about Brevity roles, see:

To change a user's role at the all organization level:

changeroles

  1. Click the user's current role in the Role column.
  2. To change the user's role at the all organization level, click either organization Admin or Member.

To change the user's role within any applicable teams:

  1. Click the user's current role in the Role column.
  2. Click Edit Team level roles.
  3. For each team, click the current role drop-down menu and select the appropriate role.