Organization Users
Manage the users and their access within the organization

Getting Here

This setting is accessible by Organization Admin, Billing Admin and User Admin!
This setting can be accessed from the Organization Settings navigation menu under the menu item, Users.
From this setting, you can:

Organization Access

In an organization, there are different roles that will allow for restrictions and accessibility across organization settings.
The table below summarises the available roles and their respective accessibilities.
Organization Role
Description
​
General Settings
Users Settings
Spaces Settings
Billing Settings
Organization Admin
Organization admins have access to all spaces and they can manage organization settings, users and billing.
✅
✅
✅
✅
Billing Admin
Billing admins are allowed to manage organization billing.
✅*
✅*
✅*
✅
User Admin
User Admins are allowed to manage organization users and spaces.
✅*
✅*
✅
-
Member
Organization members are allowed to access spaces within an organization when given permission to do so.
-
-
-
-
* Limited Access

Organization Admin

An organization admin has the most comprehensive access to the organization as he/she can manage everything within an organization.
As an organization admin,
​
✅
Have access to all organization settings
✅
Manage the organization's information
✅
Manage the organization's billing information
✅
Manage all organization users
✅
Manage all spaces
✅
Manage the organization's subscription
✅
Delete organization
Each organization has to have at least one organization admin.

Billing Admin

Billing Admin can manage the billing information, make changes to the subscription, edit payment details and view invoices.
As a billing admin,
​
✅
Have access to all organization settings
✅
View the organization's information
✅
Manage the organization's billing information
✅
View all organization users
✅
View all spaces
✅
Manage the organization's subscription
✖
Delete organization

User Admin

User Admin can manage the users and spaces within an organization.
As a user admin,
​
✖
Have access to all organization settings
✅
View the organization's information
✅
View the organization's billing information
✅
Manage all organization users with the following limitations - Add users of Member role - Delete users of Member role - Edit Assigned Spaces of all users
✅
Manage all spaces
✖
Manage the organization's subscription
✖
Delete organization

Member

An organization member has no access to organization settings and therefore, the organization member's access is only limited to the spaces they are granted access to.

Users Overview

Here, you will be able to see the list of existing users in the organization. If they have not accepted your invitation, their last active time will be shown as 'Pending' instead.

User Profile

The user profile consists of the user's profile avatar, display name, user organization role and email address.

Last active

The time beside the action buttons shows the user's last seen or last activity on the platform. This is useful for monitoring purposes.

Actions

Tips: Use the
🔍
at the top to quickly find the user that you are looking for.

Managing Organization Users

These following features are only available to Organization Admin and User Admin!

Adding an Organization User

Step 1: Navigate to Users Settings From the Organization Settings navigation menu, select Users from the menu
Step 2: Press ADD USER At the top bar, press the blue ADD USER button and the Add User dialog should open up.
Step 3: Fill in the email address Enter the email address of the user that you wish to invite into the Email Address field.
Step 4: Select Organization Access Select appropriate organization access for this new user.
Learn more on Organization Access!
User Admins can only add users with Member access to prevent the misuse of unauthorised action.
Step 5: Submit the details Once you have filled out the fields, press on the blue NEXT button on the bottom right.
An invitational email will be sent to the user's email address that you entered. The new user will have to click on a link embedded in the invitation email to gain access to the space. Step 6: Assign this User to Space(s) After the user is created, you can assign this user to the spaces within the organization. Add the relevant spaces and press ASSIGN SPACE when you ready. You can skip this step if you wish to do it later by pressing SKIP.
.You can only assign a user to 10 spaces at this point. If you wish to assign to more spaces, please add the user at the respective spaces.

Editing an Organization User

Step 1: Navigate to Users Settings From the Organization Settings navigation menu, select Users from the menu
Step 2: Search for the User Press EDIT when you found the user you intend to make changes to
Step 3: Make the necessary changes Make the intended changes to the users and press SAVE when you are ready.
Note: 1. Billing Admins can only view users and make no changes. 2. User Admins cannot promote or demote an organization member to prevent the misuse of unauthorised action.

Deleting an Organization User

A user cannot delete himself from the organization as it requires another authorised user to do so.
Step 1: Navigate to Users Settings From the Organization Settings navigation menu, select Users from the menu
Step 2: Search for the User Press DELETE when you found the user you intend to delete.
User Admins can only delete users with Member access to prevent the misuse of unauthorised action.
Step 3: Confirm the deletion Do a last review and press DELETE to proceed with the deletion.
Deleting an organization user will result in:
    The user will no longer have access to any spaces and all space access will need to be removed
    All contacts assigned to this user in all assigned spaces will be unassigned
​
Last modified 8mo ago