User Management β
To manage teammates, an admin
can choose from the following actions, while a normal member
can only see the list of teammates or leave an organization.
Invite more teammates β
To invite your team, activate the βInvite Membersβ button in the member's list and enter one or more email addresses in the dialog. Email addresses can be separated by commas, semicolons, white spaces, or new lines.
After confirming with the βInvite teammatesβ button, invitation emails will be sent to the newly invited teammates.
Revoke an invitation β
An invitation can be deleted at any time. Once an invitation is removed from the list, the user with this email can not join the organization after registration. An invitation has no time limit, and invited teammates can join the organization at any time as long as the invitation is not revoked.
To revoke an invitation, an admin
can search or browse to the teammate and remove it from the list by activating the remove icon on the teammate's row.
No email will be sent to the teammate on revoking the invitation.
Accept an invitation β
To accept an invitation, you must visit the Organization selection page and activate the βJoinβ button on available organizations.
Deactivate a teammate β
After teammates become active
member
s of an organization, no invitation can be revoked anymore, and teammates need to be deactivated.
To deactivate a teammate, an admin
can search or browse the teammate and remove it from the list by activating the remove icon on the teammates row.
No email will be sent to the deactivated teammate.
Reactivate a teammate β
To reactivate a teammate, an admin
can search or browse the teammate and reactivate it from the list by activating the reactivation icon on the teammates row.
No email will be sent to the teammate, and the membership will be active again. You might want to adjust the role of the reactivated member as a next step.
Leaving an organization β
Every teammate can decide to deactivate themselves to leave the organization.
Promote or demote your teammates β
As an admin
you can promote other teammates by granting them the admin
role or demote other teammates by granting them the member
role.
Only other teammates can be managed this way. You can not demote yourself. To drop the admin
role, promote another teammate to admin
and ask the teammate to demote you. This guarantees that your organization always has at least one administrator.
In case the only teammate having an admin
role is not active anymore, and you need to promote a new admin, please get in touch with our support.
No email will be sent to the teammate when being demoted or promoted.