Skip to main content

​
Overview

The User Management page lets you see and manage everyone who has access to your organization. From here you can:
  • View a list of current members and their roles.
  • Invite new people to join the organization.
  • See and manage pending invitations.
  • Change the role of one or many members.
  • Remove members from the organization.
This page is designed for organization owners and admins to keep membership up-to-date and to control access.

​
Members

The Members tab shows all users who currently belong to your organization. For each member you can see their name, email, and role.
  • Select one or more members using the checkboxes to perform bulk actions (change role or remove).
  • Use the Actions menu on each row to change a single member’s role or remove them.
Members tab screenshot placeholder What you can do:
  • Quick look at roles — the Role column shows the role assigned to each user (for example: Owner, Admin, Member).
  • Bulk selection — check the top-left checkbox to select all visible members and then use the bulk actions menu to change roles or remove users in one go.
When removing a member, you’ll see a confirmation dialog asking you to confirm the action. This helps prevent accidental removals.

​
Pending Invites

The Pending Invites tab lists all invitations you’ve sent but that haven’t been accepted yet.
  • Each invite shows the recipient email, the role they were invited to, when the invite was sent, and its current status (for example: pending or expired).
  • Use the Actions menu next to an invite to resend it or revoke it.
Pending invites tab screenshot Common scenarios:
  • Resend an invite if the invited person didn’t receive the email or needs a fresh reminder.
  • Revoke an invite if it was sent to the wrong address or is no longer needed.

​
Invite a New Member

Click the “Invite Member” button to open the invite dialog. You will be asked for the new person’s email and the role you’d like them to have.
  • Enter a valid email address and choose a role from the Role dropdown.
  • Press “Send Invite” to send an invitation email. The new invite will appear under Pending Invites until the recipient accepts it.
Invite modal screenshot Tips:
  • By default a common role (for example “Member”) will be selected to make inviting faster.
  • If you make a mistake while entering the email, simply cancel and try again; no invite is sent until you press “Send Invite”.

​
Change Role

You can change a member’s role at any time. Open the Actions menu for a user and select “Change Role” to pick a new role.
  • You can change the role for a single user or use the top checkboxes to select multiple users and change roles in bulk.
  • After changing roles, affected users will see the permissions and access associated with their new role the next time they use the app.
Guidance:
  • Think about the permissions you want someone to have before changing their role.
  • Bulk role changes are useful when reorganizing teams or updating access levels for a group of people.

​
Remove Members

To remove a user, select them and choose the Remove action (either from the row Actions menu or from the bulk actions menu).
  • A confirmation dialog will appear to make sure you want to remove the selected member(s).
  • Once removed, the user will immediately lose access to your organization.

​
Accessibility & Safety

  • Important actions like removing a member or revoking an invite require confirmation so changes aren’t made accidentally.
  • If you need help with membership or invites, contact your organization owner or the support team.

​
FAQ

  • Q: What if an invited user doesn’t receive the email?
  • A: Try resending the invite from the Pending Invites tab. Also ask the recipient to check spam/junk folders.
  • Q: Can I change a role back after I update it?
  • A: Yes — just open the Change Role dialog again and pick a different role.