User management

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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.

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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.

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.

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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.

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.

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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.

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”.

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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.

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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.

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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.

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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.

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