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Organization Users

IN THIS ARTICLE

Introduction to the Organization User

  • Organization users are the individual users who you have given permission to access your organization's account. Each user has their own account, independent of your organization's account, allowing them to be part of multiple organizations. You can remove a user's access at any time, and they will immediately lose access.

Inviting New Users to Your Organization

  • Users are added through an invitation process. The invitation includes the user's email address and a set of permissions. Once the invitation is sent, the user receives an email inviting them to your organization.
  • If the user already has an account with FTE Tree and has verified the email, they will be automatically added to your organization.
  • If not, they must create a new account and verify their email to gain access.

General Organization User Settings

  • Require Two-Factor Authorization
  • Requires users to have two-factor authorization enabled to access your organization's data.
  • If a user disables two-factor authorization while this option is enabled, they will lose access.
  • We strongly encourage enabling two-factor authorization for security.

  • Detailed information is available here.

  • Default Optional Additional Message to User in Invite Email

  • Sets a default message for new user invitations.

  • You can update this message before sending each invitation.

  • Invite Reminder Email Days

  • Sets the number of days between reminder emails. For example, a value of 3 means a reminder will be sent 72 hours after the first email.

  • Defaults to 3 days.

  • Invite Reminder Email Days Back-off

  • Increases the delay between reminder emails. The value is compounded.
  • For example, with a 3-day reminder interval and a 1-day back-off, reminders will be sent on days 3, 7, and 12.

  • Defaults to 1 day.

  • Invite Reminder Email Total

  • Limits the total number of emails sent to a user. Includes the first email and reminders.
  • A value of 0 means no emails will be sent.

  • Defaults to 5 emails.

  • Invite Reminder Email Business Days Only

  • Counts only business days (M-F) between reminder emails.
  • Disabling this option will use calendar days instead.

  • Defaults to True.

  • User Invitation Days Open

  • Limits the number of days an invitation is open. After this period, the invitation will be canceled.

  • Defaults to 15 days, with a maximum of 30 days.

  • Default Permission Groups

  • Select default user permission groups for the organization user invite form.
  • This is optional and can be changed when creating a new user invitation.
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Updated: Feb. 25, 2024