Organization Roles and Permissions

In DBL, Account Managers are the only users in an organization with permission to assign roles to individuals on behalf of their organization. They are also the only users authorized to delegate manager authority to other organizations. To learn more about specific user roles and their permissions in DBL, please refer to this article. 

Managing organizational roles

To manage roles within your organization, follow these steps:

From your Dashboard, click on ‘My Account’ in the top right hand corner. Then, click on ‘My organizations.’

This will show you the organization(s) of which you are associated with. Click on ‘View’ next to the organization for which you want to manage user roles.

Then, click on ‘Roles’ tab to manage the individuals assigned to various roles within the organization.

To invite someone to have a role for your organization, click ‘Invite User’ on the right hand side.

You now have two options:

1. Invite an individual member to manage a part of your organization in DBL
2. Delegate authority to manage your organization to another organization

Inviting an individual member

To invite an individual member to manage a part of your organization, follow these steps:

First of all, make sure that ‘search users’ is selected (indicated by the orange dot). Click on the search box under ‘Invite Members’ to find the member you want to invite.

When you start typing the person’s name you want to invite, any matching names will appear. Once you’ve located the person you’re looking for, click on their name.

Click on the managing authority you wish to assign to them: Account Manager, Content Manager, or License Manager. You may select one or all of the boxes and click ‘Invite Member’ when satisfied. To cancel this action, click ‘Cancel.’

Delegating authority to another organization

To delegate authority to another organization, follow these steps:

Scroll down to view your delegate organizations (if any) and click on ‘Invite Organizations’.

Click ‘Search organizations’ to find the organization to whom you want to delegate authority. 

In the search box, type the name of the organization you wish to select. As you type, the matching organizations will appear.

After you click on the organization you want to invite, select the roles to delegate to them. When you’re satisfied, click ‘Invite Member.’ Alternatively, click ‘Cancel’ to go back.

Removing an individual or organization from a role

If you need to remove an individual or organization from a role, click on the overflow menu next to the user or organization and click ‘Remove user’ or ‘Remove organization.’

DBL will ask you to confirm your decision. If you wish to continue, click ‘Yes, remove.’ To cancel, click ‘No.’