Managing Users in Your Organization

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

This allows you to grant different levels of access to users for your organization’s folders, workflows, workflow runs, tasks and Pages.

You can grant users one of four different user level types, depending on what you need them to do and how much access you want to grant them. Users can be Admins, Full Members, Free Members or Guests.

Users: In order to invite and 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 clicking “Settings“.

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

This is where you can find a list of your current admins, full members, free 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 and clicking “Invite“. This will automatically add them to your organization.

You can invite users as free members or full members, and then leave them on that status, or promote/demote according to the user type you want to assign to them.

You can see a count of the total number of members (which includes admins, full members and free members) below the email field, shown above.

Note: On Pro or Enterprise plans, if you already have 5 full members, you will be billed pro-rata for each new full member, at the point you invite them. Check your current subscription rate from your billing page to see how much adding a full member might cost. On the free plan, you can have a maximum of  5 full members.

Promote or demote users

To promote a full member to an admin, click “Full Member” and select “Admin”.

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

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

Learn more about user permissions and the differences between members and guests.

 

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