Table of Contents
Organization Settings: Users
Getting Here
This setting can be accessed from the Organization Settings navigation menu under the menu item, Users.
From this setting, you can:
Organization Access
In an Organization, there are different roles that will allow for different restrictions and accessibility across organization settings.
The table below summarises the available roles and their respective accessibilities.
Organization Role | Description | General Settings | Users Settings | Spaces Settings | Billing Settings |
Admin | Organization Admins have access to all spaces and they can manage organization settings, Users and billing. | ✅ | ✅ | ✅ | ✅ |
Billing Admin | Billing Admins are allowed to manage organization billing. | ✅* | ✅* | ✅* | ✅ |
User Admin | User Admins are allowed to manage Organization Users and Workspaces. | ✅* | ✅* | ✅ | - |
Member | Organization members are allowed to access Workspaces within an Organization when given permission to do so. | - | - | - | - |
* Limited Access
Organization Admin
An Organization Admin has the most comprehensive access to the Organization as he/she can manage everything within an Organization.
As an Organization Admin, here's what you can or can't do:
✅ Access to all organization settings
✅ Manage the Organization's information
✅ Manage the Organization's billing information
✅ Manage all Organization Users
✅ Manage all Workspaces
✅ Manage the Organization's subscriptions
✅ Cancel Subscription
✅ Delete the Organization
For enhanced security, explore the settings available on our platform here.
Billing Admin
The Billing Admin can manage the billing information, make changes to the subscription, edit payment details and view invoices.
As a Billing Admin, here's what you can or can't do:
✅ Access to all organization settings
✅ View the Organization's information
✅ Manage the Organization's billing information
✅ View all Organization Users
✅ View all Workspaces
✅ Manage the Organization's subscription
❌ Cancel Subscription
❌ Delete the Organization
User Admin
User Admin can manage the Users and Workspaces within an Organization.
As a User Admin, here's what you can or can't do:
❌ Access to all organization settings
✅ View the Organization's information
✅ View the Organization's billing information
✅ Manage all Organization Users with the following limitations:
- Add Member role Users
- Delete Member role Users
- Edit assigned Workspaces of all Users
✅ Manage all Workspaces
❌ Manage the Organization's subscription
❌ Cancel Subscription
❌ Delete the Organization
Member
An organization member has no access to organization settings. Their access is only limited to the Workspaces they are granted access to.
Users Overview
Here, you will be able to see the list of existing Users in the Organization. If they have not accepted your invitation, their last active time will be shown as 'Pending' instead.
User Profile
The user profile consists of the User's profile avatar, display name, organization user role and email address.
Last Active
The time beside the Action button shows the User's last seen time or last activity on the platform. This is useful for monitoring purposes.
Actions
Actions that can be carried out here include:
Managing Organization Users
Adding an Organization User
Step 1: Navigate to Users Settings
From the Organization Settings navigation menu, select Users from the menu.
Step 2: Press ADD USER
At the top bar, press the blue ADD USER button and the Add User dialog should open up.
Step 3: Fill in the email address
Enter the email address of the User that you wish to invite into the Email Address field.
Step 4: Select Organization Access
Select appropriate Organization access for this new User.
Step 5: Submit the details
Once you have filled out the fields, click the blue NEXT button on the bottom right.
An email invitation will be sent to the User's email address that you entered. The new User will have to click on a link embedded in the email invitation to gain access to the Workspace.
Step 6: Assign this User to Workspace(s)
After the User is created, you can assign this User to the Workspaces within the Organization. Add the relevant Workspaces and press ASSIGN WORKSPACE when you are ready. You can skip this step if you wish to do it later by pressing SKIP.
Editing an Organization User
Step 1: Navigate to Users Settings
From the Organization Settings navigation menu, select Users from the menu.
Step 2: Search for the User
Press EDIT when you find the User whose access you intend to change.
Step 3: Make the necessary changes
Make the intended changes to the User and press SAVE when you are ready.
1. Billing Admins can only view Users. They cannot make any changes to the User.
2. User Admins cannot promote or demote an organization member to prevent misuse or unauthorized action.
Deleting an Organization User
Step 1: Navigate to Users Settings
From the Organization Settings navigation menu, select Users from the menu.
Step 2: Search for the User
Press DELETE when you find the User you intend to delete.
Step 3: Confirm the deletion
Do a last review and press DELETE to proceed with the deletion.
- The User no longer has access to any Workspaces and all Workspace access will need to be removed.
- All Contacts assigned to this User in all their Workspaces will be unassigned.
FAQ and Troubleshooting
How can I change a user’s email in my Workspace?
To change a user’s email, add a new user with the new email and provide them with the same access level as the user with the email you want to change.
Learn how to add a new user here. If an email is obsolete, you can delete the user by following the instructions here.
