Edit Team Settings

Table of Contents

• Keep Your Conserv Cloud Account Safe
• Built-in Roles
• Invite a New Member
• Manage Sent Invitations
• Edit Member Details and Manage User Roles
• Add a Temporary User
• Deactivate a Member’s Account
• Assign a New Admin
• Change your Email

Keep Your Conserv Cloud Account Safe

For security purposes, the Conserv Support Team will not

• Add or remove users to any Conserv Cloud account without express permission of the admin of the account.
• Change a user to an admin without express permission of an admin of the account.

Any admin in the Conserv Cloud account can add/remove users or change user/admin permissions.

If the main and only admin in the account has already left the institution, please contact the Conserv Support Team, who will verify your identity before granting access to the account.

Invite a New Member

Conserv has no limits on the number of users you can invite to your team account even without a subscription. You may also have more than one admin per account.

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 email address of the person you want to invite.
6. Select a role from the Role dropdown. Click Send invite.
   An email is sent to the new member, where they can click Accept Invitation to join the team account. Invitations expire after 30 calendar days. If your user does not accept their invitation before expiration, you will need to invite them again.
7. Track pending invitations, and click RESEND INVITE if necessary.

Manage Sent Invitations

Resend an expired invitation from the INVITATIONS tab in the INVITE MY TEAM page with the RESEND button under the Actions column.

Old invitations that are no longer needed or were sent by accident can be revoked or deleted with the DELETE button under the Actions column.

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 hand over and 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 INVITE MY TEAM.
4. Find the member and click the three-dot menu on the right next to the Timezone column.
5. Click the three-dot menu, and select Edit Info.
6. Edit a member’s personal details.
7. Select the new role from the Role dropdown.
8. Click Save changes.

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.

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 INVITE MY TEAM.
4. Find the member and click the three-dot menu on the right next to the Timezone column.
5. Select Deactivate Account.
6. Click Deactivate Account in the dialog. The deactivated member will no longer have access to your account. Deactivating a member removes their access immediately. Invite them again if you do this by mistake.

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 for your organization. They serve as the primary admin and will be the main individual Conserv contacts for account-related issues or troubleshooting matters. 

 Change your Email

If your institution changes domains or if your main email has changed, any admin in the Conserv Cloud account can make the update.