Users

The Organization Users page allows you to manage all members of your organization. You can view a list of users, including their email addresses, assigned workspaces, status, and roles, and use the search bar to quickly locate specific members.

Only users with Admin or Owner roles can modify user settings or invite new members to the organization.

Navigate to the Organization Setting and select the User from the navigation bar on the left side to start managing your organization users.

From here, you can invite new user to organization using the "Add user +" button, or manage existing users/invitations through the available actions.

Figure 1: Organization Users Settings

Inviting Users To Your Organization

To add a user to your organization:

1. Set the organization name (if it hasn't been specified already):

   • Go to the General Organization Settings page and set your organization name.

2. Invite the User:

   • Next, navigate to the Organization Users page.

   • Click "Add user +" button located in upper-right corner.

   • Fill in the form with:

     • Email address of the user you want to invite.

     • Organization role - can be Admin, Member or Viewer.

       • ⚠️ Admin and Owner organization roles are automatically granted Admin access to all workspaces by default.

       • Users with the Member organization role are not assigned to any workspace automatically. Instead, they can be added to individual workspaces with one of the available workspace roles: Admin, Member, or Viewer.

       • After filling Email and Role fields "Add +" button needs to be clicked to add the user to the workspace.

   • Click "Invite User", an invitation email will be sent to the user, prompting them to create a password.

1. The invitation link is temporary. If the user does not accept the invitation in time, you will need to send a reinvite.

2. If the invitation email isn't received promptly, check the spam folder.

Figure 2: Inviting a New User to Your Organization

Managing the Users

The available actions for each user depend on their current status:

• For invited users you can:

  • Copy the invitation link.

  • Resend the invitation email.

• For active users you can:

  • Edit their organization role.

  • Assign the user to new workspaces, remove them from existing ones, or change their role within the workspace.

  • Delete the user from the organization.