Migrating from Teams to Networks
David Hagan avatar
Written by David Hagan
Updated over a week ago

If you haven't yet read the overview and introduction to Organizations and Networks, it is probably best to start by reading that article. Teams and Networks are similar in that they are the primary way to collaborate with other QuantAQ users by sharing access to devices.

Comparing Teams and Networks

While similar, Teams and Networks have slightly different functionality and capabilities. Previously, you were able to add a single device to multiple Teams. With Networks, this functionality is not possible. With Teams, you could not control the level of access on a per-user basis. With Networks, you can change the level of permissions a user has on a Network-by-Network basis, providing much more refined control over who can access what.

Aside from those two key functions, the basic functionality remains the same - you can share access to devices with as many other QuantAQ users as you would like.

Migration Guide

Below, we walk through a basic migration guide assuming that you have not yet created an Organization or Network.

Step 1 : Create an Organization

To share access to devices, you must first create and assign ownership of your devices to an Organization that is not your default Sandbox Organization. To create an Organization, click Create a new Organization from the organization switcher. You will be directed to a three-part form where you can name your Organization, invite members, and assign devices. You can also invite members and assign devices later on, so there is no requirement to do so at initial Organization creation.

Fill out the form, beginning with the Organization name and description. You cannot change the name after creation, so make sure it is correct. The name should be unique and descriptive of the overarching entity that owns and manages the devices. It may be a university or company name (or department) or the name of a specific group of people. At this point, you can opt to upload an Organization log (or not) - you can edit or upload a logo later as well.

Next, you can invite Organization admins - for details on what admins can do, please reference this article. Finally, you can assign devices to the Organization. At Organization creation, the dropdown menu will include any devices that currently belong to your Sandbox Organization (i.e., are owned by your personal user account).

Step 2 : Transfer devices to your new Organization

Upon initial migration, any devices that your personal user account owns will also be owned by your Sandbox Organization. Navigate to the Devices page for your Sandbox Organization. Select one or more devices that you would like to transfer and click Transfer in the modal near the bottom of the page. Select the new Organization from the dropdown menu and click Transfer Device(s). At this point, these devices are no longer owned by you personally, but by the Organization they were transferred to.

Step 3 : Create a Network

From within the Networks page of your new Organization, click Create a Network. Follow the on-screen instructions and give your Network a name and description. On the following page, you can elect to add any devices that are currently owned by the Organization. On the last page, you can elect to invite Network Operators, Researchers, or Viewers. For more information on what these roles mean, please see the following article. You can also invite members later on, so it does not need to be completed at the initial time of Network creation.

Step 4 : Invite Members

Once you've created a Network, you can invite members to your Network and Organization. To invite other Organization admins, follow the instructions in this article. To invite members to a specific Network, follow the guide here.

At this point, you should be able to completely re-create the existing functionality of Teams with the new Organizations and Networks workflow. To watch a video walk-through, please see the video below:

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