User Management

Invite users, assign roles, and manage team members across your organization.

About

User Management lets you invite people to your organization, assign organization-level roles, manage workspace access, and deactivate or remove members. For details on what each role can do, see Roles & Permissions.

Access: Owner and Admin only.

How to Invite Users

Open user management

Go to Settings > User Management.

Start the invite

Click Add User or Invite.

Enter details

Enter the user’s email address.

Assign a role

Select an organization role: Owner, Admin, Member, or Viewer.

Assign workspaces (optional)

Optionally assign them to one or more workspaces.

Send the invite

Click Invite. The user receives an email invitation. Their status shows as “Pending” until they accept.

Managing Members

ActionHow
SearchUse the search bar to find members by name.
Filter by statusFilter to show Active, Pending, or all members.
Filter by roleFilter by Owner, Admin, Member, or Viewer.
Change roleClick the edit action on a member’s row. Select a new role.
Remove memberClick the delete action. This revokes all access immediately.
ReactivateDeactivated users can be reactivated from the member list.

Workspace Assignment

When editing a user, you can assign or remove them from specific workspaces. Workspace-level roles (workspace_admin, workspace_member, workspace_viewer) are set separately from the organization role.

Note

For a detailed breakdown of what each role can access, see Roles & Permissions.

Next Steps

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