Member management

Member management can only be performed by the Organization Administrator The available actions that can be performed on members include:

Inviting Members

The Organization Administrator can invite new members to join the organization via the Invite Members menu by providing the following details:

The user’s email address
Option to assign the user as an Organization Administrator
If your organization is using the Enterprise Plan, Please select the Business unit and the role within that unit for each member you want to add If a Business unit is limited by its seat tier, you cannot add members beyond the remaining seats available for that tier

Changing Member Roles

A member can be assigned as an Organization Administrator, but only another Organization Administrator can grant this role

This setting can be accessed via the More button located on the far right of each member’s row

Removing Members from the Organization

The organization can remove members from its workspace. If your organization is using the Enterprise Plan, you must transfer the member’s resources to the Business unit Administrator of the unit they belong to

This setting can be accessed via the More button located on the far right of each member’s row

Temporarily Deactivating and Reactivating Members

The organization can deactivate a member at any time. If your organization has Business units, deactivated members will not be counted toward that unit’s seat allocation

This action is different from removal — when reactivated, the member will regain access to all resources they had before being deactivated. You can access this setting via the More button located on the far right of each member’s row

Changing a Member’s Business units

The Organization Administrator can change a member’s Business unit by clicking on the unit name displayed next to that member. If your organization is using the Enterprise Plan, you must transfer the member’s resources to the Business unit Administrator of their previous unit before proceeding

If the target Business unit has a seat tier limit, please ensure there are enough available seats before moving the member

Managing Guest Users

The Organization Administrator can:

View all members and guest users within the organization
Monitor resource access granted to guest users
Remove guest users from the organization, which will also revoke all access to resources within the system