Organization
Managing organization members
Learn how to add and remove users from your organization
Managing Organization Members
Learn how to manage users in your organization, including adding new members and removing existing ones.
Accessing Organization Settings
You can reach your organization settings through one of these methods:
- Click your name card in the top left corner
- Use the dropdown menu in the left navbar
- Access via Quick Actions panel on the dashboard
Managing Members
View Current Members
The right panel of the organization settings page displays:
- List of current organization members
- Their profile pictures or initials
Add New Members
To invite a new user:
- Click
- Enter the user's name and email address
- Click "Add"
The new member will receive an email invitation to join. After setting their password, they'll automatically be added to your organization.
Remove Members
To remove an existing member:
- Locate the user in the members list
- Click the next to their profile picture/initials
- Confirm the removal
Removed users will immediately lose access to your organization.
Removed members can be re-invited if needed using the steps mentioned above.
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