Nota has enhanced its user and role management system, allowing organizations to customize access for users across teams and brands. This update simplifies management for larger organizations while providing flexibility for smaller ones.
We’ve introduced a significant enhancement to our people and role management capabilities, enabling a flexible setup for users, teams, and brands within organizations. This update aims to streamline user management and provide a clearer view of user relationships and team memberships for large organizations that have separate teams requiring access to Nota’s tools.
Note: It is not required to break users into orgs and teams. For smaller organizations it may be best just to have a top level organization with your brands attached to that organization. Teams add another level and flexibility for more complex organizations.
To access the new Workplace Settings for Organizations and Teams, navigate to Settings > Workspace Settings.
You will now see the below:
People Tab
At the Organization Level, you will see the People tab. Here you have the ability to:
- Search members
- Invite members to the organization
- Filter by Users/Invitations
- Toggle on the Members Only setting (this will enable you to view only members associated with the Organization - an example of when a Member wouldn’t be apart of an organization, but may be a part of a Team is if you leverage external contractors)
On the People tab you can take the following actions for a user by clicking the 3 dot icon in the Action column:
- Manage Roles
- Remove Organizational Access
- Remove Team Access
Teams Tab
On the Teams tab, you have the ability to:
- Search for a Team
- Create a Team
- Edit a Team Name
- Deactivate a Team
- Toggle to include Deactivated Teams in your view
After selecting a Team within the Teams tab, you have the ability to do the following on the People tab within that respective Team:
- Search Members within the team
- Filter on Users/Invitations for that Team
- Invite Users to that Team
On the People tab within a Team, you can take the following actions for a user by clicking the 3 dot icon in the Action column:
- Manage Roles
- Remove Team Access
You will also see that you can now access/create a Brand within the Team you are viewing. Simply navigate to the Brands tab within the Team. Here, you have the ability to:
- Search for a Brand within the Team
- Create a Brand (same process you have always used)
- Edit, Duplicate, and Delete a brand within the Team
Team Specific Updates
- Team Admins can view a team’s workspace settings and manage team-specific members from the “People” tab.
- The interface shows team relationships and includes a “Teams” column to list a user’s active team memberships.
Role Based Access and Permissions
- Non-Team admins do not have access to the “People” tab, maintaining secure access and permissions based on roles.