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There are two ways for a user to gain access permissions within the OOIN system. The first is to request membership, roles, or access to resources, the second is for an administrator to initiate an offer of membership, roles, or access to resources.
The activities and steps on this page are focused on the administrator steps, all of the possibilities for invitations and role access offers and how to accept or reject requests from users. For steps that a user would take to instigate requests, see Establish User Role & Access Permissions page.


From the Facility Page

From the Resources view of the dashboard, navigate to the Facility Facepage using the the diagonal arrow within the square located to the right of the Facility name. This and using the Connections block of a Facility's resource are the only ways to get to a Facility Facepage.


Invite User(s) to Join the Facility

Step 1 - Initiate Invitation

With access as Administrator, navigate to the Facility Facepage and activate the main stack menu, click on Invite User.

Step 2 - Select the User to Invite

Select the user to invite as member from the available list shown. The user must have an account within the OOIN system to be invited into a Facility.

Step 3 - Invitation Confirmation

Close the acknowledgement by clicking OK.



Offer User Role

Step 1 - Initiate Role Offer

With access as Administrator, navigate to the Facility Facepage and activate the main stack menu, click on Offer User Role.

Step 2 - Choose User and Role

Select the user from the available list shown at the top. The user roles already associated with the Facility will be listed on the bottom. If necessary, review the User Role descriptions and grid of allowable activities.

Step 3 - Offer Role

Click on Offer Role. To close window without offering role click Cancel. Note that acceptance of the role offer is subject to review by the user and may take time to be acted upon.

Step 4 - Offer Request Confirmation

Close the acknowledgement by clicking OK.



Address Open Requests

Step 1 - Investigate Open Requests

With access as Administrator navigate to the Facility Facepage, then scroll down to the Open Requests tab to view any open requests to address.

Step 2 - Select Open Request

Select the open request by clicking anywhere on the line in the table.

Step 3 - Accept or Reject Request

Select Accept or Reject for open request.

Step 4 - Offer Addressed Confirmation

Close the requested offer acknowledgement by clicking OK.


Participants within a Facility

From the Facility Facepage, the Participant tab shows the members of the Facility. A Facility Administrator, can see this participant list and can click on individual participant listings to see their roles and contact information.



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