Members and Roles

EXFO Exchange has been created with the purpose of being a collaborative fiber testing cloud platform. This means that we want to make not only the members of an organization share their test results but also allow for better collaboration and sharing with contractors and sub-contractors.

Your organization can invite anyone to specific workspace and its sub-workspaces which will help you centralize you test results.

Members

Members are your colleagues, employees, contractor point of contact, or contractor’s employees with whom your organization works. They can be invited to collaborate and share results at the organization level or be invited to a specific workspace and its sub-workspaces.

When inviting a member to a workspace, remember that he will also get access to the sub-workspaces as well.

Roles

Roles are attributes given to members that give different permissions on the platform. As of today, there are 3 different roles in EXFO Exchange:

Invite members

Manually

To invite one or more new members to a workspace

1. First select the workspace in which you want to invite the member on the top right of your screen.
2. Go to the Home page OR in Member page , click on “Invite”.

OR

3. Write down the emails of every person you want to invite separated by commas.

4. Go to the Home page OR in Member page , click on “Invite”.

Importing members

To facilitate the invitation of larger organization, there is always the possibility to invite members using the import feature.

1. First select the workspace in which you want to invite the member on the top right of your screen.
2. Go to the Member page and click on “Import Members”.

3. From the resulting modal, download the sample .csv file.
4. After adding all emails in the .csv file. Drag the file in the modal or click on “browse” to get the file.
5. Select the role you want to give to every person in the list. By default they will be all member. Remember that they can always be changed afterward.

  Members cannot be switch from one workspace to another, you will have to remove them and invite them to the other workspace.

Removing members

You can remove a member from your organization or any workspace if you no longer wish him to access your data.

1. First select the workspace in which you want to invite the member on the top right of your screen.
2. Go to the Member page scroll the list to find the member you wish to remove.
3. On the right side of the list, click on the 3-dot menu and select Remove
   
   
4. A dialog will ask you to confirm the removal and the list will refresh automatically once you click Confirm.

   Since you can invite a member in multiple workspaces, removing a member from one specific workspace doesn’t remove it from everywhere.

Managing roles

You can change the role of any existing member from your organization and workspaces.

1. First select the workspace in which you want to invite the member on the top right of your screen
2. Go to the Member page scroll the list to find the member you wish to change his role.
3. On the right side of the list, click on the dropdown menu and simply change the role of the user