Inviting Users and Managing Members
Here, we will explain user invitation and member management.
Page Sections
About Users and Members
A user refers to an individual who has created an account on KandaSearch and is logged into the KandaSearch management console.
Users can participate in one or more KandaSearch projects. When a user joins a project, they become a member of that project.
There are several ways for a user to become a member of a project:
- Creating a new project
- Being invited by the administrator of an existing project (see the next section)
Inviting users to a project
The project administrator (see the next section for member roles and permissions) can invite other KandaSearch users to the project using the following steps. If the invited person does not have a KandaSearch account, they will be guided to create one when accepting the invitation.
- Log in to KandaSearch.
- From the project list screen, click on the name of the target project. (To display the list of projects, click on the KandaSearch logo at the top left of the screen.)
- Select 'Members' from the left side menu in the project view.
- Click on the 'ADD NEW MEMBER TO PROJECT' button.
- Enter the email address to send the invitation email and choose the role of the member (administrator or user), then click "SEND INVITATION".
- Once the invited user accepts the invitation, they will become a member of the project.
Member Roles
| Administrator | User | |
|---|---|---|
| Instances | Create / Restart / View / Register Documents / Solr Admin UI / Allowed IP Ranges / Instance Deletion |
Restart / Status / Register Documents / Solr Admin UI |
| Collections | Add Collection / Reload / Import / Export / Delete Documents / Delete | Same as Administrator |
| Search | Search / Save Query / Query List / Download WebApp(JAVA) | Same as Administrator |
| Members | Add New Member / View / Change Role / Member Deletion | Status / Delete myself |
| Backup | Add Scheduled Backup / Create Backup Now / View / Restore / Download / Delete |
Same as Administrator |
| Restore | Restore / View | Same as Administrator |
| Web Crawler | Add Crawler Job / View / Delete Job | Status |
| Billing Information | Payment method / Billing Information / Billing History | × |
| Extensions | Register Extensions / Details / Download / Delete | Same as Administrator |
| Synonym Dictionary | Add Dictionary / Import / View Dictionary / Add Synonym Set / Import / Export / Delete |
Same as Administrator |
| Tasks | Create task / Execute task / Check status | Check status |
The roles of project members are determined as follows:
- When creating a new project, the creator becomes the administrator of that project.
- Members invited to a project are assigned the role of administrator or user by the inviter at the time of invitation.
- Administrator members can change the roles of members in the project (including themselves).
Member Deletion
You can delete project members displayed in the project view's member menu according to the following steps.
- Administrator members can delete other members from the project. (Members, regardless of their permissions, can also remove themselves from the project.)
- A project must have at least one administrator member. Therefore, the last administrator member in the project cannot change their own role to user or delete their own membership. (If deletion is desired, the permissions of another member with user rights must be changed to administrator.)