Managing Users
User management allows you to control who has access to your workspace and what actions they can perform. Each user is assigned a role that determines their permissions within the system.
How to invite a new user
To add new users to your workspace:
- Click the gear icon in the upper right corner and select "Workspace Details"
- Navigate to the Users section
- Click the "Invite" button
- Enter the user's email address
- Select the appropriate role/permissions for the new user
- Click "Invite"
Note: You can always change permission settings later by editing the user's role.
Once the invite has been accepted, you will see your new user listed on your users page. From here you can remove or change permission access the users have.
How to remove an existing user
To remove a user from your workspace:
- Navigate to the Users page in your workspace settings
- Locate the user you wish to remove
- Click the ellipses (three dots) next to their name
- Select "Remove"
- Confirm the deletion when prompted
Important: This action cannot be undone. Once the user is deleted, you will receive an email confirmation that the user has been removed from your workspace.
What are pending users?
Once an invite has been sent, it will remain in a pending status while the recipient has time to view and accept the invitation. During this time, you can:
- Resend the invite - This will restart the expiration timer
- Remove the invite - This will void the invitation and prevent access to the workspace
After the invitation is accepted, the user will no longer show as pending and will appear in your active users list.
Editing user permissions
To change a user's role or permissions:
- Go to the Users page in your workspace settings
- Click the ellipses next to the user's name
- Select "Edit" or "Change Role"
- Choose the new role from the dropdown menu
- Save your changes
The user's permissions will be updated immediately.