Team Admin: How to Add Users to Your Team Plan

Definitions:

1. Team Creator: a team member who has license access to the capture and editing tools and associated Team Plan features.
   
2. Team User: a team member who has an account on Screencast-O-Matic to enable account specific features (hosting, collaboration, backup and restore, sharing).

Users can join your Team Plan to get access to advanced capture and editing tools and premium hosting, collaboration and sharing features.  When a user joins your Team Plan, they get their own private hosting space to manage their content and can also share that content across the team to collaborate on projects.  After a Team Member logs in they get access to the video editor, advanced features in the screen recorder, and other Team features (stock catalog, backup and restore, mobile transfer, etc.). 

You can add users to your Team Plan as follows:

1. Users Tab: the admin of your account can send an invite link to users who can request access, invite individual users by email address, and bulk upload users via csv file.   
2. SAML: configured through your admin account to enable Single Sign On (SSO) based on your organizations authentication and user identity.  Once you have configured SAML, the first time a user authenticates via SAML their Team hosting account is automictically created.  
   

note: you can configure access to the tools for Team Creators without needing user accounts.   You will need to configure an access page for this purpose.  Please see the article here.

note: a creator license is use based (not user based) and licenses are consumed when a Team Member launches the tools.   Licenses rotate each month so can be shared across Creators each month.

SAML

SAML enables SSO through the use of your organizations login so you don't have to create a separate login account with Screencast-O-Matic.   SAML is especially convenient for larger deployments and when your team users are transient (i.e. they join or leave your organization) as it enables you to grant or remove rights to Creator Licenses using SAML authorization.  SAML setup is covered in separate articles and can be setup directly by the Admin in Settings.  See articles.

Users Tab

After logging in as Admin, click the Users Tab where you will see two options to add users:

New User Button: 

When you click the  +New User button you have the option to add users by email address or send a link for users to sign up to your Team account. 

1. Invite Link: you can send a unique invite link associated with the Team Plan to invite your Team to join your Plan.  When they visit that link they can either sign up for a new account or login with an existing account to join your Team.   

If you check "Automatically Accept Requests to Join", once the user has registered with your Team Plan their status will show as Approved in the Admin Users Tab and no more action is needed.  Otherwise their status will show Pending and in this case click the drop down to approve the user as part of your team:

2. Email invite:  this can be convenient when adding users for small teams or adding another user after your Team account has already been established.   When you add users directly via email they are approved immediately but will have status as invited until they accept your invitation. 

When the invited user receives your email invitation they can click the accept button and either create a new account or if that email is already registered login with their existing account.

Bulk User Management:
When you click the Bulk User Management button you have an option to select Bulk Import Users. 

Click this option brings you to a page with instructions for bulk import:

1. Download csv template and populate file with your users data:  you can download the csv template to your computer and then add your users data including adding users to groups (if the group is not created we will create one at upload) and creating folders for each user.

2. Upload your csv file and add your users:  once your user data has been populated, you can upload the csv file and review your data for any errors.  You can choose to fix the errors and upload a new csv file or ignore the errors and upload all valid user rows from the file.

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