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[docs] Update Organization section in Account Types (#27877)
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# Why

<!--
Please describe the motivation for this PR, and link to relevant GitHub
issues, forums posts, or feature requests.
-->

This came up in [Billing docs
PR](#27844 (comment))
(#27844) that we don't cover instructions on how to change the role of a
member in an organization.

# How

<!--
How did you build this feature or fix this bug and why?
-->

This PR is updates the Organization section by
- Add new sections: Change the role of a member, Remove a member
- Remove caveat under Rename an account since it referenced SDK 43
- Fix typo in Work together doc

# Test Plan

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reproduce your test, especially if this PR does not include automated
tests! If possible, please also provide terminal output and/or
screenshots demonstrating your test/reproduction.
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Run docs locally and visit:
http://localhost:3002/accounts/account-types/.

# Checklist

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Please check the appropriate items below if they apply to your diff.
This is required for changes to Expo modules.
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- [ ] Documentation is up to date to reflect these changes (eg:
https://docs.expo.dev and README.md).
- [ ] Conforms with the [Documentation Writing Style
Guide](https://github.com/expo/expo/blob/main/guides/Expo%20Documentation%20Writing%20Style%20Guide.md)
- [ ] This diff will work correctly for `npx expo prebuild` & EAS Build
(eg: updated a module plugin).
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amandeepmittal committed Mar 27, 2024
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23 changes: 17 additions & 6 deletions docs/pages/accounts/account-types.mdx
Expand Up @@ -78,11 +78,11 @@ The example below is Step 3 in the conversion process on a Personal Account with

After completing the conversion process, you can no longer log in as your old user. To continue using Expo services, log into [expo.dev](https://expo.dev/) with the user you selected or created during the conversion process. Then, select the organization from the top left dropdown to access the organization.

### Invite members
### Invite a member

Other Expo users can be invited to join your Organization. To invite a new member:

- From the Organization's dashboard, under Organization settings from the navigation menu, select **Members**.
- Navigate to [**Members**](https://expo.dev/settings/members) under **Organization settings** in the Expo dashboard.
- Click the button **Invite**. This will open a form to invite a member to the organization.
- In the form, enter the email of the user you want to invite and select the role they should have upon joining the organization. For more information, see [role privileges](/accounts/working-together/#manage-access).

Expand All @@ -97,6 +97,21 @@ When inviting a new member, keep in mind:
- Members with an Owner role can grant members and invitees any role.
- Members with an Admin role can only give members and invitees up to and including Admin role (every role but Owner).

### Change the role of a member

To change the role privileges of a member, make sure you have either an [**Owner** or **Admin** role](/accounts/working-together/#manage-access) and follow the steps below:

- Navigate to [**Members**](https://expo.dev/settings/members) under **Organization settings** in the Expo dashboard.
- Next to the member whose role you want to change, click on the three-dotted menu icon and change the role.

### Remove a member

To remove a member, make sure you have either an [**Owner** or **Admin** role](/accounts/working-together/#manage-access) and follow the steps below:

- Navigate to [**Members**](https://expo.dev/settings/members) under **Organization settings** in the Expo dashboard.
- Next to the member you want to remove, click on the three-dotted menu icon.
- Click **Remove member**.

### Rename an account

Accounts can be renamed a limited number of times. Only Owners can rename accounts. To rename an account, visit [the account settings](https://expo.dev/accounts/[account]/settings) and follow the steps under [**Rename account**](https://expo.dev/accounts/[account]/settings#rename-account).
Expand All @@ -107,10 +122,6 @@ Accounts can be renamed a limited number of times. Only Owners can rename accoun
style={{ maxWidth: 720 }}
/>

#### Caveats

After renaming an account, new publishes to projects within the account must be on Expo SDK 43 or above.

### Transfer projects between accounts

Projects can be transferred a limited number of times. A user must be an Owner or Admin on both source and destination accounts to transfer projects between them. Visit [the project settings page](https://expo.dev/accounts/[account]/projects/[project]/settings) and follow the steps under **Transfer project**.
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2 changes: 1 addition & 1 deletion docs/pages/accounts/working-together.mdx
Expand Up @@ -28,6 +28,6 @@ Access for members is managed through a role-based system. Users can have the _o

To remove a member:

- Navigate to [**Members**](https://expo.dev/settings/members) in Expo dashboard
- Navigate to [**Members**](https://expo.dev/settings/members) in Expo dashboard.
- Next to the member you want to remove, click on the three-dotted menu icon.
- Click **Remove member**.

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