Skip to main content

How do I manage user roles and permissions?

Manage user access by checking invites, updating roles, or removing members — all in one place via the Manage Users tab.

Organization admins can manage invitations and team access in Settings → Users.

Check pending invitations

Open the Invitations tab to see each pending email address, invitation date, and assigned role. A pending invitation means the person has not joined yet. Accepted users appear in Members.

Revoke an invitation

  1. Find the pending invitation in Invitations.

  2. Open its three-dot menu.

  3. Select Revoke invitation and check that the address disappears from the pending list.

Change a member's role

  1. Open Members.

  2. Find the person and open the dropdown in the Role column.

  3. Select Member or Admin.

  4. Reload the page to confirm the saved role.

Member provides ordinary organization access. Admin can manage the organization, invitations, members, and roles. Give admin access only to people who need those controls.

Remove a member

  1. In Members, open the person's three-dot menu.

  2. Select Remove member.

  3. Reload and check that the person is no longer listed.

Removing a membership takes away that person's access to this organization. It does not delete other members' accounts. Keep an administrator available so your team can continue managing access.

Did this answer your question?