Users

Users

The Users section allows organization administrators to manage access to the platform at the organization level.

From this page, you can:

• View all users belonging to the organization
• Invite new users
• Manage user roles
• Revoke access when needed

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Users Overview

The main page displays a table listing all organization users.

The table includes:

• User – Full name and email address
• Role – User role within the organization (Owner or Member)
• Status – Current access status
  • Active: User has accepted the invitation
  • Inactive: User has been invited but has not yet accepted
• Remove – Action to revoke access from the organization

From this page you can invite new users and manage existing ones.

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Inviting a New User

Click Create user to invite a new user to the organization.

The invitation form includes the following fields:

First Name

The first name of the user being invited.

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Last Name

The last name of the user being invited.

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Email

The email address used to send the invitation.

The invited user will receive an email containing instructions to:

• Accept the invitation
• Set their password
• Activate their account

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After Sending an Invitation

Once the invitation is sent:

• The user appears in the table with Inactive status
• An email invitation is sent automatically

The administrator who sent the invitation receives a notification prompt suggesting to:

Following this prompt redirects to the Organization → Workspaces section, where workspace access can be configured.

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Removing a User

The Remove action revokes the user’s access to the organization.

• The user will immediately lose access to all organization workspaces
• This action cannot be undone
• The user can be re-invited later if needed

Only users with sufficient administrative permissions can remove users.

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Best Practices

• Invite users at the organization level before assigning them to workspaces.
• Assign workspace access immediately after invitation to reduce onboarding friction.
• Periodically review inactive users and revoke stale invitations.
• Use roles carefully to limit administrative access.