Managing Users under your Account

  • Updated

The Account Manager tool can be used to Add or Remove someone from multiple notebooks simultaneously in your LabArchives account.

In a notebook that you own, click your name on the top right and select "Account Manager." - as is shown below:

 

Note: In order to access Account Manager, you must own at least one notebook. 

 

When you click this, you will be brought to the Account Manager tool. This will display a table showing everyone who has access to at least one notebook under your ownership. An example of this is shown below:

Manage-My-Account-Administrator-Tool-1024x462.png

 

At the top left of the page is the name of your account (an example image is shown below). You can change the account name at any time by clicking the pencil icon to the right of your name. 

Manage-My-Account-Lab-Name.png

 

Across from the Lab name is information on users of your notebook.

Manage-My-Account-Seat-Info.png

 

Each of these links provides counts of people who have access to your notebooks:

  • All People: Displays the total number of people that have access to your notebooks. 
  • Members: Displays all non-Guests (Users, Notebook Administrators, Account Administrators and the Owner) under your account.
  • Guests: Displays all Guests under your account.
  • Purchase Seats: This button takes you to a form that will allow you to purchase additional seats for your Subscription. 

Remember that each Member takes 1 seat in an account. Guests, however, do not require a seat.  

On the far right for each person's row, there are three more items (going from left to right):

  • A drop down menu indicating that person’s role in your account
  • The trashcan button. Clicking this removes the person from all notebooks under your account
  • The Notebook button. Clicking this displays all notebooks under your account to which the person has access

 

Adding people to your account:

Manage-My-Account-All-People-Bar.png

You can quickly find a specific person in your account using the Search Bar. To display any recent changes in the Account Manager tool, click the Refresh button. To add a new person to your account via the Account Manager tool, click on the Add Person button, and input this person’s email address. 

If you do click the Add Person button, you will see a window that looks like this:

Manage-My-Account-Add-User-Window.png

 

Add the email address in the Person's email field.  

  1. Select your desired role for this person in the Role drop-down menu.
  2. Select the notebooks to which you want this person to have access.  You can Select all or check individual notebooks.  
  3. Click on Add user button when you are done making your selections. 

Remove a User through Account Manager

You can remove the person from all notebooks you own in one step. Find the name of the person you want to remove from your notebook(s) and to the right of the person’s name is a trashcan icon.

Manage-My-Account-Remove-User.png

 

NOTE:  This will remove the person from ALL of your notebooks.  If you want to remove them from a specific notebook, learn how to do that here.

Note: If a user has a pending witness, they can not be removed from the notebook. For more information about witnessing, Click Here.

 

Account Manager Settings

This feature also allows you to manage account settings for the notebooks that you own. You can find this setting on the left-hand side under Settings. 

Manage-My-Account-Settings.png

 

There are a couple of options that you have:

  • Show content from my notebooks in notification emails - This control allows you to show or hide content from notification emails. To learn more about this, Click Here.
  • Allow copying from my account to notebooks in another account - This control allows users who have access to your notebooks to copy data into a notebook that you do not own.