ASW - Organization Setup - Add Members

ASW - Organization Setup - Add Members

The first step to adding members is to have those members register their own accounts in AutoScript Web (ASW) using the directions at the beginning of this guide.
WARNING - make sure your personnel leave the "Company name" field BLANK at sign-up. If they don't, they will see two versions of your organization in their list which could cause confusion or mistakes.
Once members have signed up and verified their ASW account, they can be added to the organization. The Admin will begin by clicking Members -> Invitations -> Invite Member as in the following image.


From here she will enter the email address the member used to sign up, select a role (Team) that the member will be assigned to, and click [Invite Member]. Now, she will see the status of the invitations she has sent. After sending the invitations to her fellow admins she will see the following.


The members will receive an email similar to the one they received when they signed up, but this time with a button to accept the invitation. After they click the button and log in to accept, the Admin's view will look like the following.


And when she clicks on Members, she will see the following.


SPECIAL CASE:

As the Admin goes down the list of personnel to invite, she comes across an interesting case, the RemoteProofs Rush Team.

This team consists of personnel who are qualified Editors and Proofers who have been approved to fill both roles for jobs in the Rush Jobs workspace. But they also need to be able to see jobs in the normal Production workspace in their basic roles as Editor and Proofer. So these members will need to be assigned to three teams, Editor, Proofer, and Rush Team.

The Admin COULD just add them to one team and then add the other team assignments later. OR she could add them all at once by clicking the "+ Add more" link twice and selecting all three teams.

An easier option, if you already have a list of personnel to invite, is to click the "Bulk Invite by CSV" link on the invitation dialog. 


Click the "Example CSV" link to download a sample file, edit the file to add your invitees emails and the teams you wish to add them to, then upload and click [Invite Members].

Let's fast-forward a bit in time. The Admin has sent all of the invitations and everyone has accepted. Now when she clicks members she will see the following.

Concurrent Job Limits

If you look carefully at the last image, you'll notice a column titled "CONCURRENT JOBS LIMIT". This is the number of jobs each member is allowed to claim at any given time. The setting is unique to each user, so you can customize the limit based on the ability of each team member. Setting the number is as simple as clicking on the member's name.

Then click on the pencil icon to edit the member's limit. Enter the new desired limit and click [Save]. If you wish to remove the limit from a member that has one set, just enter zero and [Save].

If you have any questions or comments regarding this article, please click [No] under "Was this article helpful?", enter your comments in the box that appears, and click [Send]. We'll respond as soon as we can to your feedback.

    • Related Articles

    • ASW - Organization Setup - Teams

      Let's revisit the organization setup page. Remember, the Admin enters the organization setup by clicking the gear icon under her organization's name. We're going to focus on the Teams section right now. The other sections aren't helpful without ...

    • ASW - Organization Setup

      If you are the owner or representative of an organization there are a few more steps needed to set up your account and your organization within AutoScript Web (ASW). We'll go through those steps here. When it comes to creating an Organization in ASW, ...

    • ASW - Organization Setup - Workspaces

      The Admin will begin by clicking the gear icon on the Organization to enter the Organization setup. From there we'll focus on the Workspace section. 1. Click the title of the workspace to see the details and make changes. 2. Click here to create a ...

    • ASW - Creating and Assigning Jobs - Organizations -- Production Workflow ("Claim" Assignment)

      For most of their jobs, RemoteProofs uses the "Claim" method for assigning work to their editors and proofers. Let's look at how that process works now. Our intrepid Ops team lead Corey is back at his computer and sees that some jobs are done ...

    • ASW - Organization Setup - Set Up Billing

      Now that the Admin has everything set up, it's time for a member of the billing team to log in and update the Organization's billing account. These steps are exactly the same as for an individual user, so please refer to the Billing Account section. ...