Inviting and Deleting Users from Accounts
Inviting Users to Accounts
You can invite users to your account on your Account page by clicking the Users tab. It doesn’t matter whether a user is already registered in Skyvia or not. On the Users tab, you can also check all users invited to the account and their statuses. If needed, you can change the account status of a user.
To invite new users, click the + User button on the right.
After that the window will open. Enter the email of the person you want to invite in the User email box and click the Invite button. If you want to invite more than one person, click + User below and add another email. Skyvia allows to invite as many new users as you want in one go.
Skyvia sends an email with an invitation to the user’s email address. To accept an invitation, open it and click the here link.
In case you are logged out of Skyvia, you will be transferred to the Skyvia Sign In window. You should enter your Skyvia email and password to log in or sign up to the platform if you haven’t registered the Skyvia account yet. After that, on the opened Skyvia page, click the Join Account button to join the account of the user you have been invited by.
In case you are logged in to Skyvia with a different email address than the one in your invitation, you will receive such a notification — Invitation email mismatch. You will need to log out of the platform and log in or sign up with the email address mentioned in the invitation you have received.
It can happen that by the time you accept an invitation, it has been revoked by the user/administrator for any reason. In this case, you will receive such a notification — This invitation no longer exists. To find out details, contact the user/administrator you were invited by. If the administrator has cancelled an invitation by mistake, he/she should resend it.
You can receive the same notification in case you try to accept the invitation, which you have already accepted earlier. That can happen if you receive usually many invitations from different users and have forgotten which you accepted and which not.
After you have joined the account you were invited to, you automatically start sharing the pricing plan and resource limitations of this account. However, to start working with workspaces, which belong to this account, you need to obtain permissions from the account/workspace admin.
Deleting Users from Accounts
To delete invited users from your account, click the User icon in the top right corner of the Skyvia, and then — Accounts. Switch to the account you want to delete users from and select the Users tab. On this tab, click the icon next to the users you want to delete. The corresponding users will be removed from your account. Next time these users sign in, they sign in to their own accounts.
User Statuses in the Account
The users listed in your account(s) may have one of the following statuses:
- Invited — this status shows that you have invited a user to your account, but this user haven’t yet signed in to Skyvia and received the invitation.
- Member — this status shows that the user has accepted the invitation and now uses your account.
- Administrator — this status shows that the user has administrative privileges in this account (see below).
When you sign up to Skyvia, you automatically receive administrative privileges to your default account and workspace. When you send an invitation to another user to join your account, status of this user automatically turns into Invited. When the user accepts your invitation, his/her status is automatically changed to Member. That is briefly how the sequence works.
Rights of Account Administrator
The account admins have full administrative privileges in the account. They can:
- select/edit subscriptions for products and change their auto-renewal status;
- enable the autocleaning mode for backups (except in a free plan);
- change payment information;
- create the initial account infrastructure, i.e. add workspaces to the account, create objects in the workspaces;
- invite other users to the account, assign workspace roles to users, delete users from the account/workspace, give other users administrative privileges and revoke them.
The main task of the account administrator is to manage subscription plans and payments, the overall account security and to allow users to conveniently collaborate in the system by establishing a comfortable collaborative environment on a centralized basis.
Rights of Account Member
The account members have limited permissions in the account they were invited to. They can view selected subscriptions to Skyvia products, resource limitations, but cannot manage subscriptions, cannot view or edit invoices, or any other payment information. Apart from that, account members cannot see other account users and account workspaces unless they were given access to such workspaces.
When the account member is assigned a certain workspace role, he/she can perform tasks strictly according to this role. Which workspace roles exist in Skyvia and how to assign them, find it in the Workspace Roles topic.