Organizations
Members
The Members page allows organization owners to manage all users within their organization, handle project assignments, and control access through invitations. This is the central hub for user management and access control.
Accessing Members Management
Navigation Path:
User Menu → My Organizations → [Select Organization] → Settings → MembersOnly users with Organization Owner role can access the Members management interface.
Members Interface Overview
Users Tab
User List Display
The main user list shows all active members of your organization:
| Column | Description | Interaction |
|---|---|---|
| Checkbox | Select users for bulk actions | Organizers cannot be selected |
| Avatar | User profile picture and badge | Shows basic user info on hover |
| Name | Full name of the user | Links to user profile (if available) |
| User's email address | Clickable to send email | |
| Actions Menu (⋮) | Individual user actions | Context menu with user-specific options |
User Information Display
Each user row displays:
- Avatar and Badge: Profile picture with verification status
- Name and Title: Full name and organizational role
- Email Address: Contact email for the user
- Organization Tag: Visual indication of organizational membership
- Moniker: Unique identifier (internal reference)
Search and Filter
Search Functionality:
- Real-time search by name and email
- Case-insensitive matching
- Searches across all visible columns
- Clear search with ESC key or clear button
Sorting Options:
- Sort by name (alphabetical)
- Sort by email (alphabetical)
- Toggle ascending/descending order
Bulk Actions
When multiple users are selected, the bulk action toolbar appears:
Assign Users to Projects
- Opens modal for project assignment
- Select multiple projects simultaneously
- Configure roles per project
- Apply the same role across all selected projects or configure individually
Delete Selected Users
- Permanently removes users from organization
- Requires confirmation dialog
- Users lose access to all organization projects
- Organizers cannot be deleted (must be transferred first)
- Cannot delete organization owners unless they're the last owner
Individual User Actions
Click the ⋮ menu on any user row to access individual actions:
| Action | Description | Availability |
|---|---|---|
| Edit User | Modify user information and roles | All non-organizer users |
| Assign Projects | Add user to specific projects with roles | All users including organizers |
| Remove from Organization | Delete user from organization | Non-organizer users only |
| Transfer Ownership | Make user an organization owner | Non-owner users only |
| Reset Password | Send password reset email | All users |
| Resend Invitation | Resend pending invitation | Pending users only |
Invitations Tab
Invitation Management
The Invitations tab shows all pending invitations and their status:
Invitation Status
| Status | Description | Actions Available |
|---|---|---|
| Active | Invitation sent, not yet accepted | Resend, Cancel, Extend |
| Pending | In processing or being sent | Resend, Cancel |
| Expired | Invitation period has passed | Resend, Delete, Extend |
| Accepted | User has joined organization | No actions (user moved to main list) |
Invitation Lifecycle
- Send Invitation: Organization owner sends invitation via email
- Active Period: Invitation remains valid for configurable time (default: 7 days)
- Accept/Decline: User accepts or declines invitation
- Expiration: If not accepted, invitation expires and can be resent
Invitation Actions
| Action | Description | When Available |
|---|---|---|
| Resend | Send invitation email again | Active or Expired invitations |
| Cancel | Cancel pending invitation | Active or Pending invitations |
| Extend | Add more time to before expiration | Active or Expired invitations |
| Edit | Modify role and project assignments | Active invitations only |
| Delete | Remove expired invitation | Expired invitations only |
Invite Users Modal
Create new user invitations through the comprehensive invite modal:
Invitation Configuration
| Field | Description | Default Value |
|---|---|---|
| Email Address | Recipient's email for invitation | Required |
| Organization Role | User's role within the organization | User |
| Project Assignments | Specific projects and per-project roles | None |
| Expiration Days | How long invitation remains valid | 7 days |
| Custom Message | Personal message in invitation email | Optional |
| Welcome Email | Send welcome email with instructions | Enabled |
Project Assignment Types
| Assignment Type | Description | Use Case |
|---|---|---|
| Owner | Full control over specific project | Project leads, administrators |
| Admin | Can manage project, but not delete project or transfer project | Senior team members |
| Use | Can edit project content, run jobs, manage connectors | Regular team members |
| Viewer | Read-only access, cannot modify or execute | Auditors, stakeholders |
User Roles and Permissions
Organization-Level Roles
| Role | Capabilities | Typical Use |
|---|---|---|
| Organization Owner | Full organization control, can manage all settings, users, projects | Primary administrators |
| Admin | Limited organizational management, cannot change fundamental settings | Team managers |
| User | Basic access to assigned projects only | Regular team members |
Project-Level Roles
Users can have different roles in different projects within the same organization. This allows for flexible access control based on project-specific needs.
Project Assignment Modal
Manage user assignments through the dedicated assignment interface:
Assignment Features
- Bulk Assignment: Assign multiple users to multiple projects simultaneously
- Role Configuration: Set different roles for different projects
- Template Application: Apply the same role across projects or configure individually
- Preview Mode: Review assignments before applying them
Security and Compliance
Access Control
- Only organization owners can manage members and invitations
- Role-based permissions prevent privilege escalation
- Audit trail logs all membership changes with timestamps and user attribution
Email Security
- Invitations use secure, time-limited tokens
- Email addresses validated before invitation sending
- Optional email domain restrictions for enhanced security
Compliance Features
- All membership actions are logged in audit trail
- Data retention policies for invitation history
- Export capabilities for compliance reporting
Best Practices
User Management
- Regularly review active user list and remove inactive users
- Use consistent naming conventions for roles across projects
- Set appropriate expiration times for invitations (7-14 days typical)
- Keep user list organized by removing departed employees promptly
Project Assignment
- Assign minimum necessary permissions (principle of least privilege)
- Use project-specific roles rather than elevated organizational roles
- Regular audit of user assignments to ensure appropriate access
- Document role mappings for compliance and training purposes
Invitation Process
- Include welcome messages with important information
- Provide clear instructions for new users
- Follow up on pending invitations before they expire
- Consider user onboarding processes for new organization members
Troubleshooting
Common Issues
Problem: User cannot receive invitation email Solutions:
- Verify email address is correct and deliverable
- Check spam folder and email filters
- Confirm the email domain isn't blocked
- Resend invitation with updated message
Problem: User can't access organization projects after accepting Solutions:
- Verify project assignments were configured correctly
- Check that user roles are appropriate for the projects
- Confirm the user has accepted the invitation (not just clicked email)
- Try refreshing the user's session permissions
Problem: Cannot remove organization owner Solutions:
- Transfer ownership to another user first
- Ensure at least one organization owner remains
- Re-check the ownership transfer was processed correctly
Problem: Bulk actions not working Solutions:
- Verify you have selected at least one user
- Check that you have organization owner permissions
- Confirm none of the selected users are protected (organizers)
- Refresh the page and try selection again
API and Integration
User Management Endpoints
The members interface provides access to:
- User creation and invitation management
- Role assignment and modification
- Project access control
- Membership audit trails
Integration Points
- Connect with external identity providers through configured authentication
- Implement custom user onboarding workflows
- Export membership data for external HR systems
- Automate user provisioning and deprovisioning
Related Documentation
- Organization Overview - Managing organization structure
- General Settings - Organization configuration
- Roles Configuration - Custom permission sets
- Project Settings - Project-level user management
- Security Configuration - Authentication and access control