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Users

What it is for​

Users lists the members of your company and their teams and roles. From here you invite a member, change a role or remove someone.

Access​

  • Menu: Member management › Users (/dashboard/members/users).
  • Requires the Member management module on your team.

Steps​

  1. Open Member management › Users.
  2. Use Search members… and the filters All roles and All teams (or Current company).
  3. To add someone, click Invite member:
    1. Enter the Email address.
    2. In Teams, select one or more teams and choose a role for each team.
    3. Click Send invitation.
  4. To change a role, open the member's menu, choose Update member role, select the role and save.
  5. To remove someone, choose Remove user and confirm.

Good to know​

  • A removed member immediately loses access to all of the company's teams and resources. You can invite them again later.
  • A member can belong to several teams, with a different role in each.
  • Roles are defined in Roles & permissions.

Common issues​

"Please enter a valid email address". Check the address format.

"Choose a team and a role for that team." Each selected team needs a role before sending.

"No companies available". Create a company first to manage members.

"Error loading company members". Please try again later.

See also​