Managing Members in Your Organization

You can view and manage the permission levels of users in your organization using your organization manager area.

This allows you to grant different levels of access to users for your organization’s folders, templates, checklists and tasks.

You can grant users one of three different user level types: Admins, Members or Guests.

Users: In order to manage users in your organization, you must be an Administrator.

Open the organization manager by clicking your profile picture in the upper right corner of your screen, then click “Settings”.

By default, this opens on the “Members & Guests” tab.

This is where you can find a list of your current admins, members, and guests. You can also invite new users or remove existing users from here.

Adding new users

You can invite a user to your organization by typing their email address, adding their name and clicking “Invite”. This will automatically give the user member-level permissions.

To invite a user as a guest, check the box under the email field, as shown below. Members are paid seats in your account, whilst guests are free users.

You can see a count of the total number of members and guests in your organization, above the search box.

Read about the differences between members and guests.

Controlling user permissions

To promote a member to an admin, click the “Member” dropdown to the right of their name and select “Admin”.

A member can be demoted to a guest by clicking the “Member” dropdown and selecting “Guest”.

You can demote admins to members by clicking the “Admin” dropdown and changing this to “Member”.

Guests can also be promoted to either members or admins by clicking the dropdown next to their name, and making the required selection.

Click the “Remove user” icon to remove someone from your organization.

Learn more about user permissions.

 

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