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Update manage org docs for user invitation flow

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Sarah Sanders 2024-11-05 11:20:46 -08:00
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81
content/manuals/admin/organization/members.md
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@ -9,6 +9,8 @@ aliases:
Learn how to manage members for your organization in Docker Hub and the Docker Admin Console.
## Invite members
{{< tabs >}}
{{< tab name="Docker Hub" >}}
@ -24,9 +26,52 @@ Learn how to manage members for your organization in Docker Hub and the Docker A
{{< /tab >}}
{{< /tabs >}}
## Accept invitation
When an invitation is to a user's email address, they receive
a link to [Docker Hub](https://hub.docker.com/) where they can accept or decline the invitation.
1. Navigate to your email inbox and open the Docker email with an invitation to
join the Docker organization.
2. To open the link to Docker Hub, select the **click here** link.
3. The Docker create an account page will open. If you already have an account, select **Already have an account? Sign in**.
If you do not have an account yet, create an account using the same email
address you received the invitation through.
4. Optional. If you do not have an account and created one, you must navigate
back to your email inbox and verify your email address using the Docker verification
email.
5. Once you are signed in to [Docker Hub](https://hub.docker.com/), under Docker Products, select the **Docker Hub** tab.
6. Select **Organizations** from the top-level navigation menu.
7. The organizations page will display your invitation. Select **Accept**.
After accepting an invitation, you are now a member of the organization.
## Manage invitations
After inviting members, you can resend or remove invitations as needed.
### Resend invitations
You may need to resend an invitation if an invitation is pending or was declined:
1. Sign in to Docker Hub.
2. Select **Organizations**, your organization, and then **Members**.
3. In the table, locate the invitee, select the **Actions** icon, and then select
**Resend invitation**.
4. Select **Invite** to confirm.
### Remove an invitation
To remove a member's invitation from an organization:
1. Sign in to Docker Hub.
2. Select **Organizations**, your organization, and then **Members**.
3. In the table, select the **Action** icon, and then select **Remove member** or **Remove invitee**.
4. Follow the on-screen instructions to remove the member or invitee.
## Manage members on a team
Use Docker Hub to add a member to a team or remove a member from a team.
Use Docker Hub or the Admin Console to add or remove team members.
### Add a member to a team
@ -98,3 +143,37 @@ To remove a member from a specific team:
{{< /tab >}}
{{< /tabs >}}
### Update a member role
Organization owners can manage [roles](/security/for-admins/roles-and-permissions/)
within an organization. If an organization is part of a company,
the company owner can also manage that organization's roles. If you have SSO enabled, you can use {{ $role_mapping_link }}.
> [!NOTE]
>
> If you're the only owner of an organization,
> you need to assign a new owner before you can edit your role.
To update a member role:
1. Sign in to Docker Hub.
2. Select **Organizations**, your organization, and then **Members**.
3. Find the username of the member whose role you want to edit. In the table, select the **Actions** icon.
4. Select **Edit role**.
5. Select their organization, select the role you want to assign, and then select **Save**.
## Export members CSV file
Owners can export a CSV file containing all members. The CSV file for a company contains the following fields:
- Name: The user's name.
- Username: The user's Docker ID.
- Email: The user's email address.
- Member of Organizations: All organizations the user is a member of within a company.
- Invited to Organizations: All organizations the user is an invitee of within a company.
- Account Created: The time and date when the user account was created.
To export a CSV file of the members:
1. Sign in to Docker Hub.
2. Select **Organizations**, your organization, and then **Members**.
3. Select the **Action** icon and then select **Export users as CSV**.

72
layouts/shortcodes/admin-users.html
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@ -32,16 +32,14 @@
* **Account Created**: The time and date when the user account was created.` }}
{{ $member_navigation = "Select your company in the left navigation drop-down menu, and then select **Users**." }}
{{ $remove_button = "**Remove user**" }}
{{ $update_role = "Select their organization, select the role you want to assign, and then select **Save**." }}
Select their organization, select the role you want to assign, and then select **Save**.{{ $update_role = "" }}
{{ $role_mapping_link = "[SCIM for role mapping](/security/for-admins/provisioning/scim/)"}}
{{ end }}
{{ end }}
## Invite members
Owners can invite new members to an organization via Docker ID, email address, or via a CSV file containing email
Owners can invite new members to an organization via Docker ID, email address, or with a CSV file containing email
addresses. If an invitee does not have a Docker account, they must create an account and verify their email address
before they can accept the invitation to join the organization. When inviting members, their pending invitation occupies
before they can accept an invitation to join the organization. When inviting members, their pending invitation occupies
a seat.
### Invite members via Docker ID or email address
@ -56,7 +54,7 @@ of members to your organization via CSV file, see the next section.
5. Follow the on-screen instructions to invite members.
Invite a maximum of 1000 members and separate multiple entries by comma, semicolon, or space.
> **Note**
> [!NOTE]
>
> When you invite members, you assign them a role.
> See [Roles and permissions](/security/for-admins/roles-and-permissions/)
@ -98,7 +96,7 @@ To invite multiple members to an organization via a CSV file containing email ad
7. Select **Browse files** and then select your CSV file, or drag and drop the CSV file into the **Select a CSV file to
upload** box. You can only select one CSV file at a time.
> **Note**
> [!NOTE]
>
> If the amount of email addresses in your CSV file exceeds the number of available seats in your organization, you
> cannot continue to invite members. To invite members, you can purchase more seats, or remove some email addresses from
@ -110,69 +108,21 @@ To invite multiple members to an organization via a CSV file containing email ad
Valid email addresses and any email addresses that have issues appear.
Email addresses may have the following issues:
- **Invalid email**: The email address is not a valid address.
- Invalid email: The email address is not a valid address.
The email address will be ignored if you send invites.
You can correct the email address in the CSV file and re-import the file.
- **Already invited**: The user has already been sent an invite email and another invite email will not be sent.
- **Member**: The user is already a member of your organization and an invite email will not be sent.
- **Duplicate**: The CSV file has multiple occurrences of the same email address.
- Already invited: The user has already been sent an invite email and another invite email will not be sent.
- Member: The user is already a member of your organization and an invite email will not be sent.
- Duplicate: The CSV file has multiple occurrences of the same email address.
The user will be sent only one invite email.
9. Follow the on-screen instructions to invite members.
> **Note**
> [!NOTE]
>
> When you invite members, you assign them a role.
> See [Roles and permissions](/security/for-admins/roles-and-permissions/)
> for details about the access permissions for each role.
Pending invitations appear in the table. The invitees receive an email with a link to Docker Hub where they can accept
or decline the invitation.
## Resend invitations
To resend an invitation if the invite is pending or declined:
1. Sign in to {{ $product_link }}.
2. {{ $member_navigation }}
3. In the table, locate the invitee, select the **Action** icon, and then select **Resend invitation**.
4. Select **Invite** to confirm.
## Remove a member or invitee
To remove a member from an organization:
1. Sign in to {{ $product_link }}.
2. {{ $member_navigation }}
3. In the table, select the **Action** icon, and then select {{ $remove_button }} or **Remove invitee**.
4. Follow the on-screen instructions to remove the member or invitee.
## Update a member role
Organization owners can manage [roles](/security/for-admins/roles-and-permissions/)
within an organization. If an organization is part of a company,
the company owner can also manage that organization's roles. If you have SSO enabled, you can use {{ $role_mapping_link }}.
> **Note**
>
> If you're the only owner of an organization,
> you need to assign a new owner before you can edit your role.
To update a member role:
1. Sign in to {{ $product_link }}.
2. {{ $member_navigation }}
3. Find the username of the member whose role you want to edit. In the table, select the **Actions** icon.
4. Select **Edit role**.
5. {{ $update_role }}
## Export members
Owners can export a CSV file containing all members.
{{ $export_fields }}
To export a CSV file of the members:
1. Sign in to {{ $product_link }}.
2. {{ $member_navigation }}
3. Select {{ $export_button }}.
or decline the invitation.