Manage members

After you have invited or added members to your organization, you can manage their accounts. You can modify member profiles and account settings, manage credit budgets, reset passwords, disable multifactor authentication, enable Esri access, disable members, and delete members. Managing members also includes changing their role or user type. For information on managing member content, see Manage content.

The actions you can perform when managing members depend on your privileges in the organization.

Tip:

Use the filters and sort options to help find the members you need to manage. For example, if you want to change the user type for members with the same user type, role, and group membership, you can filter the list to show only members that match that set of criteria. You can also filter by assigned licenses, last login date, login type, and allocated credits remaining (if credit budgeting is enabled for your organization).

Modify profile

If you have the correct privileges, you can modify a member's profile and settings, such as their profile photo, bio, profile visibility, language, and email address.

  1. Verify that you are signed in to your organization and that you have privileges to update member account information.
  2. At the top of the site, click Organization and click the Members tab.
  3. Search for members by name or user name and apply filters to narrow the members list. Sort the list as desired, such as by name or last login date.
  4. Click the More options button More options for the member whose profile you want to modify, and click View profile.
  5. On the member's profile page, update any of the following: profile photo, member name, bio, or profile visibility.
  6. To edit the member's settings, such as their email address, start page, language, and units, click View <member name>'s settings and modify the settings.

Change email address

If a member's profile is changed or their password is reset, ArcGIS Online sends the member an automated email notification. You should always verify that ArcGIS Online has the correct email address for all members. You can see the email address on a member's settings page and, if necessary, you can change it. Only administrators with privileges to update member accounts can change email addresses for members. Members without this privilege cannot change their own email address.

Manage credit budget

Administrators can allocate a credit budget that assigns a flexible allocation of credits to some or all organization members. This option only appears when credit budgeting is configured for the organization. Credit budgeting applies to transaction-based services and tools, such as geoenrichment and spatial analysis.

  1. Verify that you are signed in as a default administrator or custom role with administrative privileges to manage credit settings.
  2. At the top of the site, click Organization and click the Members tab.
  3. Search for members by name or user name and apply filters to narrow the members list. Sort the list as desired, such as by name or last login date.
  4. Select the member or members to whom you want to allocate credits and click Manage credits.
  5. Choose to set allocation to a specific number of credits or no allocated limit and click Save.

Change user types

User types determine which privileges and apps are available to members. Once assigned, user types can be changed by those with the correct privileges.

  1. Verify that you are signed in to your organization and have administrative privileges to change member roles, manage licenses, and update member account information.
  2. At the top of the site, click Organization and click the Members tab.
  3. Search for members by name or user name and apply filters to narrow the members list. Sort the list as desired, such as by name or last login date.
  4. Do one of the following:
    • To change the user type of one member, click the More options button More options for the member and click Manage user type.
    • To change the user type of multiple members at once, check the box next to the name of each member. Above the list of members, click Manage user types.
    Tip:

    You can select up to 100 members at a time. The selected set is maintained while you search and filter all the members in your organization, even across multiple pages. If necessary, click the members selected drop-down menu to review and revise your selection once you've modified your initial search or filter.

  5. In the window that appears, select a user type, select a role (if necessary), and click Save.
    Note:

    The user type can be changed to one with fewer capabilities if the member satisfies the corresponding requirements. For example, you can change a member from Creator to Viewer as long as the following conditions are met:

    • The member does not own content or groups.
    • The member does not have add-on licenses assigned that are incompatible with the new user type.
    • The member does not belong to shared update groups.
    If the above conditions are not met, the administrator must reassign that member's content and groups, revoke the add-on licenses, and remove the member from these groups before changing their user type.

Change member roles

A role defines the set of privileges assigned to a member. Once assigned, roles can be changed by administrators and those with privileges to change member roles. When you assign a role, it must be compatible with the member's assigned user type.

  1. Verify that you are signed in to your organization and that you have privileges to change member roles.
    Note:

    Changing a member's assigned role to or from the default Administrator role requires signing in as a default Administrator role.

  2. At the top of the site, click Organization and click the Members tab.
  3. Search for members by name or user name and apply filters to narrow the members list. Sort the list as desired, such as by name or last login date.
  4. To change the role of one member, click the Role drop-down arrow and choose a new role.
  5. To change the role of multiple members at once, do the following:
    1. Check the box next to the name of each member whose role you want to change.
      Tip:

      You can select up to 100 members at a time. The selected set is maintained while you search and filter all the members in your organization, even across multiple pages. If necessary, click the members selected drop-down menu to review and revise your selection once you've modified your initial search or filter.

    2. Above the list of members, click Manage user types.
    3. In the window that appears, search for the role you want (if needed) and select it.
      Note:

      You only see the roles that are compatible with all the user types assigned to the selected members.

    4. Click Save.

Reset password

Organization members who have privileges to update member account information can reset passwords for members. The system sends an email with a temporary password to the member. After the member successfully signs in with the temporary password, they are prompted to change their password. If the member is currently signed in when you reset their password, they are immediately signed out.

Note:

You cannot reset passwords for organization-specific (SAML and OpenID Connect) logins.

  1. Verify that you are signed in to your organization and that you have privileges to update member account information.
  2. At the top of the site, click Organization and click the Members tab.
  3. Search for members by name or user name and apply filters to narrow the members list. Sort the list as desired, such as by name or last login date.
  4. Click the More options button More options for the member whose password you want to reset, and click Reset password.

The member receives an email with a temporary password. Once they sign in, they are immediately prompted to change their password.

Disable multifactor authentication

Administrators can disable multifactor authentication on an ArcGIS account. This is a privilege reserved for the administrator role. This option only appears when the organization is configured for multifactor authentication and the member has enabled it through their profile page.

  1. Verify that you are signed in as an administrator of your organization.
  2. At the top of the site, click Organization and click the Members tab.
  3. Search for members by name or user name and apply filters to narrow the members list. Sort the list as desired, such as by name or last login date.
  4. Click the More options button More options for the member for whom you want to disable multifactor authentication, and click Disable multifactor.
  5. The member receives an email notification that multifactor authentication has been disabled on their account.

Enable Esri access

Administrators can enable and disable Esri access on member accounts.

A member whose account has Esri access enabled can use My Esri, take training courses, participate in Community and Forums (GeoNet), add comments to ArcGIS Blog, and manage email communications from Esri. The member cannot enable or disable their own access to these Esri resources.

Note:

The member's full name, user name, and email address will be made available to Esri, who may contact or send the member materials through email.

The following steps describe how to enable or disable Esri access for individual members on the Members tab of the organization page. Alternatively, you can enable Esri access for one or more members during the invitation process, or configure your organization to enable Esri access by default for new members who are added or invited to join the organization.

  1. Verify that you are signed in as an administrator of your organization.
  2. At the top of the site, click Organization and click the Members tab.
  3. Search for members by name or user name and apply filters to narrow the members list. Sort the list as desired, such as by name or last login date.
  4. Click the More options button More options for the member for whom you want to enable access, click Enable Esri Access, and click OK.
  5. To disable Esri access for the member, click the More options button More options, click Disable Esri Access, and click OK.

Disable member

If you are an administrator of your organization or you have the correct privileges, you can disable members from your organization.

Disabling a member prevents the member from consuming organizational resources. This can be useful while you transfer their items to a different member. Disabled members cannot sign in to the organization, consume organizational resources, create content, or administer the site. They are still members and count toward the number of users in your organization. Disabled accounts are automatically disabled for Esri access.

If the member owns content or groups, you must transfer their content to a different member or delete the content before deleting the member. Once that is done, you can delete the disabled member from the organization.

You can disable organization members individually or as a selected set of members (up to 100 at a time).

  1. Verify that you are signed in to your organization and that you have privileges to disable members.
  2. At the top of the site, click Organization and click the Members tab.
  3. Search for members by name or user name and apply filters to narrow the members list. Sort the list as desired, such as by name or last login date.
  4. Check the box next to the name of each member you want to disable. Above the list of members, click Disable member (or Disable members if multiple members are selected).

    You can only disable members if the selected members have signed in to the organization at least once.

    Tip:

    You can select up to 100 members at a time. The selected set is maintained while you search and filter all the members in your organization, even across multiple pages. If necessary, click the members selected drop-down menu to review and revise your selection once you've modified your initial search or filter.

  5. To enable one or more disabled members, select the member or members, and click Enable member above the list of members.

Delete member

If you are an administrator of your organization or you have the correct privileges, you can delete an individual member when you want to remove the account from your organization. Only administrators can delete other administrators. If the member owns content or groups, you must delete the member's items or transfer their content to a different member before deleting the member.

If the member has licenses assigned, you must revoke the licenses before deleting the member. For some Esri products, such as ArcGIS Pro or ArcGIS Drone2Map, licenses must be checked in by the user before you can revoke them.

Deleted members no longer have access to their organizational account or any content or groups they previously owned. If the organization prevents anonymous access, they cannot access the organization site. Deleted members who were added automatically or joined with ArcGIS accounts that have not been enabled for Esri access are removed from the system and can no longer be accessed, even if they were established before joining the organization. Accounts that have been enabled for Esri access and existing Esri accounts that were used to join the organization are still available to use with Esri web resources such as My Esri and GeoNet. They can also be used as public accounts (but they do not have access to any content or groups that became associated with the organization).

Deleted members with organization-specific (SAML and OpenID Connect) logins can no longer access the organization and, if they had been enabled for Esri access, no longer have access to Esri web resources. Deleted members can still use these logins to sign in to their organization-specific information systems.

  1. Verify that you are signed in to your organization and that you have privileges to delete members.
  2. At the top of the site, click Organization and click the Members tab.
  3. Search for members by name or user name and apply filters to narrow the members list. Sort the list as desired, such as by name or last login date.
  4. Click the More options button More options for the member you want to remove from the organization and click Delete member.
  5. Click the Delete Member button in the pop-up to confirm you want to remove the member.