Users

The Users page under Admin helps you manage user invitations, activate or deactivate accounts, and control how collaboration happens across your projects.

Invite a User to Your Organization

1. Getting to the Users Page

   1. In the left navigation panel, click Admin.

   2. Select Users from the sub-menu. The Users page will be displayed. Note: UI under active update

2. Inviting a New Team Member

   1. Click INVITE USER button.

   2. Enter the user's email and click INVITE. An email invitation will be sent instantly. The user will appear in the Invited Users section of the page.

   Click CANCEL in the ACTIONS column to revoke the invitation before it’s accepted.

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Once your teammates are part of your organization, the next step is to assign roles and permissions to give each user the right level of access.

Learn about default roles and custom roles in:

Roles & Permissions

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Assign Roles to a User / Edit a User

Steps to Assign a Role

1. In the left navigation panel, click Admin, then select Users from the sub-menu. The Users page will be displayed.

2. Find the user you want to update and click Edit in the Actions column. The Edit User dialog will appear.

   1. To assign a new role:

      • Select the role from the Available Roles list.

      • Either double-click it or click the > button to move it to Assigned Roles.

        

      Note: UI under active update

3. Click Save. The user’s Role column will now display the assigned role(s).

You can also unassign roles from users

• Open Edit User dialog.

• Click the role you want to unassign in the Assigned Roles list. Double-click it, or click the < button, to move it to the Available Roles list.

• Click Save. The user’s Role column will display the updated assigned role(s).

You can assign multiple roles to a single user.

The user’s combined permissions are determined by all assigned roles.

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Deactivate a User

As an organization owner, you can deactivate users who no longer need access to your workspace.

Steps to Deactivate a User

1. In the left navigation panel, click Admin

2. Select Users from the sub-menu. The Users page will be displayed, showing all active users in your organization.

   1. Find the user you want to deactivate and click Deactivate in the Actions column

      Note: UI under active update

3. Click YES in the confirmation dialog to confirm. The user will then appear in the Inactive Users section.

You can activate an inactive user at any time from the Inactive Users section.

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Activate a User

As an organization owner, you can reactivate users who were previously deactivated.

Steps to Activate a User

1. In the left navigation panel, click Admin

2. Select Users from the sub-menu. The Users page will be displayed.

3. In the Inactive Users section, find the user you want to reactivate.

4. Click Activate in the Actions column.

An invitation email will be sent to the user, and they will appear in the Invited Users section. Once they accept the invitation, the user will then appear in the Active Users section.

If the user hasn't accepted the invitation, you can cancel it by either:

• clicking the CANCEL button for the user in the Invited Users section of the page, or

• clicking the CANCEL REACTIVATION button for the user in the Inactive Users section of the page.

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Transfer Ownership

Only the current organization owner can transfer ownership to another user.

Steps to Transfer Ownership

1. In the left navigation panel, click Admin

2. Select Users from the sub-menu. The Users page will be displayed.

3. Click Transfer Ownership at the top of the page. The Transfer Ownership dialog will appear.

   
4. From the User dropdown, select the user you want to make the new owner.

5. Click TRANSFER to confirm and send the ownership transfer request.

   • The request will appear in the Ownership Transfer Requests section.

   • The selected user will receive an email notification to accept the transfer.

If the selected user has not yet accepted the ownership transfer, you can cancel the request at any time by clicking Cancel in the Actions column for the pending request.

Note: Ownership transfers are permanent once accepted. To revert, the new owner must initiate another transfer back to you.