Share access with users

As the last step of this tutorial, you'll be sharing access rights with existing users by assigning them roles. In Kisi, there are several different roles, depending on which level you want to share access: organization, place or group level.

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In Kisi, the term access right refers to a set of roles that a user has on different levels. To learn more about roles, check our Roles concept article.

Share access as an organization admin

As an organization administrator, you have the capability to share access at all three levels: organization-scoped, place-scoped, and group-scoped roles.

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Place administrators, access managers and group managers also have the capability to share access with existing users in the same way as organization admins. However, it's important to note that place administrators and group managers can only share place and group-scoped roles.

Web

You have various options for sharing access rights from the web app: from the Access Rights page, a specific group's overview page, or a specific user's profile page.

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From the Access Rights page, you can only share access with users who are already part of your organization. From a specific group's overview page, you can share access with users who are not yet part of the organization.

Share access from the Access rights page

1. Navigate to your organization dashboard
2. Click on Access rights in the left-hand navigation
3. Depending on the level of access you wish to share, select the Groups, Places, or Organization tab
4. Click on Share access
5. Under Search user, choose the user(s) to whom you want to grant access rights
6. [Only for group- and place-scoped access rights] Choose the specific group or place to which you want to share access to
7. Select the preferred access right
8. If you want the user(s) to receive an automatic Kisi email with login instructions, activate the Notify the user toggle
9. Click Share

Share access from a group's overview page

1. Navigate to your organization dashboard
2. Click on Groups in the left-hand navigation
3. Click on the group to which you want to grant access rights
4. Scroll down and click on Share access
5. Under Add user, enter one or more valid email addresses separated by commas, and press Enter
6. Select the preferred access right
7. If you want the user(s) to receive an automatic Kisi email with login instructions, activate the Notify the user toggle
8. Click Share

Share access from a user's profile page

1. Navigate to your organization dashboard
2. Click on Users in the left-hand navigation
3. Click on the user to whom you want to grant access rights
4. Scroll down and click on Share access
5. Under Select scope, choose whether the desired access right should be group-, place-, or organization-scoped
6. Select the preferred access right
7. If you want the user to receive an automatic Kisi email with login instructions, activate the Notify the user toggle
8. Click Share

Mobile

1. Open your Kisi app
2. Tap on the Home icon to open the admin dashboard
3. Tap on Manage existing users
4. Start typing the user's name
5. Once you see the user's name appear, select it from the list
6. Tap on Access rights
7. Tap on the plus (+) icon at the bottom right
8. Tap on Scope
9. Select the appropriate level for the access rights you wish to share: Group, Place or Organization level
10. [Only for group- and place-scoped access rights] Select the appropriate group or place for the access rights
11. Select the preferred access right
12. [For access rights without any expiration date] Enable the Never expires toggle
13. Enable the Notify the user toggle to send the user a notification email with login instructions
14. Tap on Share

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Please note that a user can't have more than one role in the same place or group. However, a user can have more than one place- or group-level role for different places and groups. For example, place access manager for Place A and place administrator for Place B.

Where to go next?

This completes the tutorial for hardware and account setup, Kisi environment creation, user provisioning and access sharing. You should now be familiar with the fundamental Kisi concepts and workflows involved.

Other sections of the documentation expand upon them. The how-to guides in particular cover many common operations. And if there’s something you’re looking for but can’t find, please contact Kisi support.