Organization Accounts

Creating an Account

Organization accounts allow teams to collaborate on shared content using roles and permissions tailored to their needs. To create an organization account with the Advanced Plan on Connect Cloud, please contact us.

Account Roles

Each member in an account has a specific role, which determines their level of access and permissions within the organization. The roles are as follows:

  • Owner: Complete control over the organization account. There can only be one Owner per account and this role can only be reassigned by contacting support.
  • Admin: Full access to all account resources and settings. Admins can manage users and content, but cannot assign the Owner role nor delete the account.
  • Publisher: Can publish and view content in the account, based on content access settings.
  • Viewer: Can view content in the account, based on content access settings.
  • External Guest: Assigned automatically when someone is added to view a specific piece of content. Guests are not invited to the account directly and do not log in with an account’s SSO. Guests must create a free account on Connect Cloud with a log-in method of their choice.

Member Management

Account Owners and Admins can manage who has access to the organization account and all of the published content within the account.

Inviting Members

  • Go to the Admin > People tab.
  • Click Invite Member and enter one or more email addresses.
  • Choose an account role: Admin, Publisher, or Viewer.
  • Enter an optional message to be included in the email invitation.

Invitations expire after 7 days and you can resend or revoke invitations before they are accepted.

Note: External Guests are not invited through this panel. External Guests are only added when they are invited to view a specific piece of content directly by a Content Editor.

Managing Members

In the People tab, Account Admins and Owners can:

  • See all current members and their roles.
  • Change a member’s role.
  • Remove members from the account.

Content Roles

Each piece of deployed content has its own set of permissions.

  • Editor: Can view, update, republish, change settings, and assign content roles.
  • Viewer: Can view the content.

See Content Sharing for more information on sharing controls and role assignment for organizations.