From 3d009bf8a35f0aa31b3468fc1250e03e4df86929 Mon Sep 17 00:00:00 2001 From: Aman Mittal Date: Wed, 27 Mar 2024 16:37:46 +0530 Subject: [PATCH] [docs] Update Organization section in Account Types (#27877) # Why This came up in [Billing docs PR](https://github.com/expo/expo/pull/27844#discussion_r1538020935) (#27844) that we don't cover instructions on how to change the role of a member in an organization. # How This PR is updates the Organization section by - Add new sections: Change the role of a member, Remove a member - Remove caveat under Rename an account since it referenced SDK 43 - Fix typo in Work together doc # Test Plan Run docs locally and visit: http://localhost:3002/accounts/account-types/. # Checklist - [ ] Documentation is up to date to reflect these changes (eg: https://docs.expo.dev and README.md). - [ ] Conforms with the [Documentation Writing Style Guide](https://github.com/expo/expo/blob/main/guides/Expo%20Documentation%20Writing%20Style%20Guide.md) - [ ] This diff will work correctly for `npx expo prebuild` & EAS Build (eg: updated a module plugin). --- docs/pages/accounts/account-types.mdx | 23 +++++++++++++++++------ docs/pages/accounts/working-together.mdx | 2 +- 2 files changed, 18 insertions(+), 7 deletions(-) diff --git a/docs/pages/accounts/account-types.mdx b/docs/pages/accounts/account-types.mdx index 0e7d9f1ec8d1c..038b33f6cb988 100644 --- a/docs/pages/accounts/account-types.mdx +++ b/docs/pages/accounts/account-types.mdx @@ -78,11 +78,11 @@ The example below is Step 3 in the conversion process on a Personal Account with After completing the conversion process, you can no longer log in as your old user. To continue using Expo services, log into [expo.dev](https://expo.dev/) with the user you selected or created during the conversion process. Then, select the organization from the top left dropdown to access the organization. -### Invite members +### Invite a member Other Expo users can be invited to join your Organization. To invite a new member: -- From the Organization's dashboard, under Organization settings from the navigation menu, select **Members**. +- Navigate to [**Members**](https://expo.dev/settings/members) under **Organization settings** in the Expo dashboard. - Click the button **Invite**. This will open a form to invite a member to the organization. - In the form, enter the email of the user you want to invite and select the role they should have upon joining the organization. For more information, see [role privileges](/accounts/working-together/#manage-access). @@ -97,6 +97,21 @@ When inviting a new member, keep in mind: - Members with an Owner role can grant members and invitees any role. - Members with an Admin role can only give members and invitees up to and including Admin role (every role but Owner). +### Change the role of a member + +To change the role privileges of a member, make sure you have either an [**Owner** or **Admin** role](/accounts/working-together/#manage-access) and follow the steps below: + +- Navigate to [**Members**](https://expo.dev/settings/members) under **Organization settings** in the Expo dashboard. +- Next to the member whose role you want to change, click on the three-dotted menu icon and change the role. + +### Remove a member + +To remove a member, make sure you have either an [**Owner** or **Admin** role](/accounts/working-together/#manage-access) and follow the steps below: + +- Navigate to [**Members**](https://expo.dev/settings/members) under **Organization settings** in the Expo dashboard. +- Next to the member you want to remove, click on the three-dotted menu icon. +- Click **Remove member**. + ### Rename an account Accounts can be renamed a limited number of times. Only Owners can rename accounts. To rename an account, visit [the account settings](https://expo.dev/accounts/[account]/settings) and follow the steps under [**Rename account**](https://expo.dev/accounts/[account]/settings#rename-account). @@ -107,10 +122,6 @@ Accounts can be renamed a limited number of times. Only Owners can rename accoun style={{ maxWidth: 720 }} /> -#### Caveats - -After renaming an account, new publishes to projects within the account must be on Expo SDK 43 or above. - ### Transfer projects between accounts Projects can be transferred a limited number of times. A user must be an Owner or Admin on both source and destination accounts to transfer projects between them. Visit [the project settings page](https://expo.dev/accounts/[account]/projects/[project]/settings) and follow the steps under **Transfer project**. diff --git a/docs/pages/accounts/working-together.mdx b/docs/pages/accounts/working-together.mdx index e0d961ca110bc..9042f5007b702 100644 --- a/docs/pages/accounts/working-together.mdx +++ b/docs/pages/accounts/working-together.mdx @@ -28,6 +28,6 @@ Access for members is managed through a role-based system. Users can have the _o To remove a member: -- Navigate to [**Members**](https://expo.dev/settings/members) in Expo dashboard +- Navigate to [**Members**](https://expo.dev/settings/members) in Expo dashboard. - Next to the member you want to remove, click on the three-dotted menu icon. - Click **Remove member**.