Edit Team Settings

This article provides all of the necessary steps to manage your team members in Conserv Cloud.

Invite New Users to your Team

Conserv has no limits on the number of users you can invite to your team account even without a subscription. 

Conserv recommends that you invite everyone on your team to Conserv Cloud. Creating better collection environments is a collaborative effort between collections, facilities, administration, and volunteers.

1. Sign in to Conserv Cloud.
2. In the upper-right corner of the page, click the user menu.
3. Click INVITE MY TEAM.
4. Click INVITE MEMBERS.
5. Enter the team member’s email address (all lower-case), and click INVITE TO CONSERV!
   An email is sent to the new member, where they can click Accept Invitation to join the team account.
6. Track pending invitations, and click RESEND INVITE if necessary.

Edit Member Details and Manage User Roles

Admins can modify user roles and personal details for each member. If you belong to a different department, such as purchasing or administration, and will not be the primary user of Conserv Cloud, you can assign the necessary permissions to your main users. There is no limit to the number of admins you can designate.

1. Sign in to Conserv Cloud.
2. In the upper-right corner of the page, click the user menu.
3. Click SETTINGS, and select the Team tab in the left menu.
4. Click the three-dot menu, and select Edit Info.
5. Edit a member’s personal details.
   • First name
   • Last name
   • Email address
   • Date of birth
   • Timezone
6. Select a member’s user role. (Read-only users are not currently supported. If you would like this feature, request it here.)
   • Admin
   • User

7. Click SAVE.

Deactivate a Member’s Account

1. Sign in to Conserv Cloud.
2. In the upper-right corner of the page, click the user menu.
3. Click SETTINGS, and select the Team tab in the left menu.
4. Click the three-dot menu, and select Deactivate Account.
5. Click CONFIRM in the dialog. The deactivated member will no longer have access to your account.

Add a Temporary User

Temporary users may be useful when you have contractors, interns, loan officers, or other users who require only temporary access to your data.

1. Invite the user as you would any other permanent user.
2. Ensure that you set an appropriate user role. Generally, it is not advisable to grant admin access to someone who will not be with your organization for long.

When your temporary user leaves your organization, deactivate their account.

Assign a New Admin

If the person who managed your institutional Conserv Cloud subscription is leaving, follow these steps to ensure a smooth transition to avoid potential issues:

1. Before the admin leaves, ensure that they assign someone else the admin role. This prevents you from being locked out of the account. If this was not done, open a support ticket, and the Support Team will help you resolve it.

Notify Conserv of the new Point of Contact (POC) for your organization. The POC serves as the primary admin and is the main individual Conserv contacts for account-related issues or troubleshooting matters.

Admin vs. User capabilities

Assign admin or user roles to your account members based on what each person to do. The x indicates ability to perform the task.