User Management

Invite, Transfer ownership, Deactivate Users at Organization level.

Inviting Users to the Organization/Workspace

You can invite new users to your organization and assign them role-based access to a specific workspace. To do this, go to the Organization > Users > Invite User.

Inviting a User to Organization

For more information on the User roles in a Workspace, refer to Invite users page.

To view pending invitations, use the dropdown filter and select Invited Users.

Accepting Invitation

An invitation will be sent to the invited user’s email address. By clicking Accept Invitation and following the on-screen instructions, the user can successfully join the Organization and the Workspace.

If the user is already part of the Organization, they can review the invitation details and choose either:

• Join – to accept and become part of the workspace, or

• Dismiss – to decline the invitation

Reviewing the Invitation

Joining the Workspace

Once the User has accepted to Join the Workspace, they will be moved to Active User's list

Transfer Ownership

You can transfer the ownership of your Organization to any active user within the organization.

• Once the ownership is transferred, the new owner will automatically gain access to all workspaces.

• The current owner will be moved to an Admin role and will continue to have access to the workspaces they were already a part of.

Ownership can be transferred even if the selected member is not part of all workspaces in the organization.

Deactivating a User

You can deactivate a user to remove their access to the organization.

1. Go to the Users tab under your organization.

2. Hover over an active user to see the Deactivate option appear.

3. Click the Deactivate icon and then confirm by selecting the Deactivate button.

Only the Organization Owner has the permission to deactivate users.

Re-Activating a User

You can restore access for deactivated users by reactivating them.

1. In the Users list, filter the dropdown to display Deactivated Users.

2. Hover over a deactivated user — you’ll see the Activate option appear.

3. Click the Activate icon and then confirm by selecting the Activate button.

For more details on managing users, refer to the User Settings help page.