Skip to content

Commit 5a35a30

Browse files
committed
edits from AS
1 parent b7dfb8a commit 5a35a30

File tree

3 files changed

+21
-6
lines changed

3 files changed

+21
-6
lines changed
42.6 KB
Loading

docs/portal/portal-overview.md

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -37,7 +37,7 @@ There are two main ways to access the pages, as shown in the following image:
3737

3838
![UID2 Portal Structure](images/portal-uid2-overview.png)
3939

40-
The name of the current sharing participant is displayed at the top of the left sidebar. If your account has access to multiple participants, you'll see a drop-down list of the participants that you have access to. You can use this to switch between participants.
40+
The name of the current participant is displayed at the top of the left sidebar. If your account has access to multiple participants, you'll see a drop-down list of the participants that you have access to. You can use this to switch between participants.
4141

4242
:::important
4343
Any actions that you perform in the UID2 Portal, such as adding team members, domains, or API keys, are in the context of the participant currently displayed on the left. If you have access to more than one participant, make sure you perform actions in the correct context. For details, see [Participant Switcher](#participant-switcher).

docs/portal/team-members.md

Lines changed: 20 additions & 5 deletions
Original file line numberDiff line numberDiff line change
@@ -22,12 +22,16 @@ To access the Team Members page, go to the top right of the UID2 Portal user int
2222

2323
For each team member, the following information is displayed:
2424
- Name
25+
26+
If the user has been invited but has not yet accepted, there is a **Pending** tag after the person's name.
2527
- Email
2628
- Job Function
2729
- Role
28-
- Actions: the available actions are **Edit** or **Delete**.
30+
- Actions:
31+
- Available for all: ![the Edit icon](images/icon-pencil-solid.png) (Edit) and ![the Delete icon](images/icon-trash-can-solid.png) (Delete).
32+
- If the user has been invited but has not yet accepted, a **Resend Invitation** link is also available.
2933

30-
For an illustration, see [UID2 Portal Structure](portal-overview.md#uid2-portal-structure).
34+
For an illustration, see [Resend an Invitation to a Team Member](#resend-an-invitation-to-a-team-member).
3135

3236
## User Roles
3337

@@ -36,7 +40,7 @@ Each team member has one of the roles shown in the following table.
3640
| Role | Actions |
3741
| :--- | :--- |
3842
| Admin | Users with the Admin role can perform all activities related to UID2 participation, as summarized in the [UID2 Portal Overview](portal-overview.md), for the current participant organization. |
39-
| Operations | Users with the Operations role can perform most of the same actions as Admin users. However, they cannot add, modify, or remove team members. Instead, they have read-only access to the **Manage Team Members** page. |
43+
| Operations | Users with the Operations role can perform most of the same actions as Admin users. However, there are some limitations:<ul><li>They cannot add, modify, or remove team members. Instead, they have read-only access to the [Team Members](team-members.md) page.</li><li>They cannot view the [Audit Trail](audit-trail.md) page.</li></ul> |
4044

4145
User roles can only be modified by users with the Admin role. For details, see [Edit Information for a Team Member](#edit-information-for-a-team-member).
4246

@@ -60,6 +64,13 @@ Team members can be added to more than one participant. Team members who belong
6064

6165
If you added a team member, you might need to resend the invitation. For example, perhaps the team member didn't receive the invitation or accidentally deleted it, or the invitation has expired.
6266

67+
If the user has been invited but has not yet accepted, the Team Members list includes the following additional information, as shown in the illustration:
68+
69+
- A Pending label after the person's name.
70+
- A **Resend Invitation** link.
71+
72+
![UID2 Portal, Team Members page, pending user](images/portal-team-members-resend-invitation.png)
73+
6374
To re-send the invitation for a team member, complete the following steps:
6475

6576
1. Log in to your UID2 Portal account.
@@ -68,11 +79,15 @@ To re-send the invitation for a team member, complete the following steps:
6879

6980
The status updates to **Invitation Sent**, and a new invitation email is sent.
7081

82+
:::note
83+
The Resend Invitation link only appears if the user has been invited, but has not yet accepted.
84+
:::
85+
7186
## Edit Information for a Team Member
7287

7388
Notes re role:
7489
- Users with the Admin role can update any of these values, for any team member in their participant organization.
75-
- Users with the Operations role have read-only access to the Team Members page, but cannot change the information.
90+
- Users with the Operations role can view the Team Members page, but cannot change the information.
7691

7792
To edit information for a team member, complete the following steps:
7893

@@ -85,7 +100,7 @@ To edit information for a team member, complete the following steps:
85100
- Job Function
86101
- Role: For information about roles, see [User Roles](#user-roles).
87102

88-
**Note**: You cannot update the email for an existing team member. If you need to change the email, add a new team member using the new email. This ensures that the email verification process is correctly followed.
103+
**Note**: You cannot update the email for an existing team member. If you need to change the email, add a new team member using the new email. This ensures that the email verification process is correctly followed. In this scenario, remember to also delete the existing entry with the old email address.
89104
1. Save the changes.
90105

91106
## Remove a Team Member

0 commit comments

Comments
 (0)