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Starling Cloud Assistant Hosted - User Guide

Collaborators page

The Collaborators page is displayed when Collaborators is clicked in the navigation bar. The Collaborators page is used for adding and managing the collaborators currently associated with the Starling Cloud Assistant service.

The following options appear on this page:

  • Invite Collaborator: Clicking this button opens the Invite Collaborator dialog so you can add new collaborators to your Starling Cloud Assistant service. For more information, see Adding additional collaborators.

  • : This field is used to search for a user based on their name or email. To use the search functionality, start typing in the field. The table will automatically update to display results that match.

The following information and options appear in the table on this page:

  • Name: This displays the name specified in the collaborator invite.

  • Email: This displays the email address associated with the collaborator.

  • Status: This displays the status of the collaborator. When a collaborator is added they will be marked as Invited until the invitation has been accepted, at which point the Status column will update to display Registered. If an Administrator has selected to remove a collaborator, a status of Pending Removal will appear until the request has been approved or rejected.

The button appearing for a collaborator contains the following options depending on the current status of the collaborator:

  • Remove Collaborator: Available for a Registered collaborator, select this option to remove the collaborator from Starling Cloud Assistant. For more information, see Removing collaborators.

  • Re-send Invitation: Available for an Invited collaborator, selecting this option re-sends the invitation to the selected collaborator if they have not yet accepted. For more information, see Re-sending collaborator invitation.

  • Cancel Invitation: Available for an Invited collaborator, selecting this option cancels the invitation to the selected collaborator if they have not yet accepted. For more information, see Canceling collaborator invitation.

NOTE: You are unable to manage your own collaborator account.

Managing collaborators

The following sections provide information on managing collaborators for the Starling Cloud Assistant service:

Adding additional collaborators

Collaborators are optional and can be added at any time.

To add additional collaborators

  1. On the Collaborators page, click Invite Collaborator.

  2. In the Invite Collaborator dialog, enter the name and email address for the new collaborator.

  3. Click Invite.

  4. An email will be sent with a link to either register a new account that has access to your organization or, if the recipient has already registered with Starling using this email address, a notification that they now have access to your organization's Starling Cloud Assistant service. They will be marked as Registered (already registered users) or Invited (new Starling users) until the invitation has been accepted (at which point the Status column will update to display Registered).

    NOTE: Users associated with multiple organizations can switch between Starling subscriptions once they have logged in (Managing multiple Starling organizations).

    NOTE: Until an invite has been accepted, the following options are available:

    • Resend Invitation: Selecting this option will resend the invitation.

    • Cancel Invitation: Selecting this option will cancel the invitation. The invited user will not be notified that the invitation was canceled; however, when logging in they will be unable to access the service.

Removing collaborators

If a collaborator is no longer needed, you can remove them from the Starling Cloud Assistant service.

NOTE: You are unable to manage your own collaborator account.

To remove collaborators

  1. On the Collaborators page, locate the user you want to delete as a collaborator.

  2. Once you have located the collaborator to edit, click the button associated with their account.

  3. Select Remove Collaborator.

  4. In the confirmation dialog, click Yes to remove their access to your subscription of Starling Cloud Assistant.

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