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 → Members

Only users with Organization Owner role can access the Members management interface.

Members Interface Overview

Users Tab

The Users (n) tab lists everyone who belongs to a project of the organization, plus the organization owners.

User List Display

Each row shows:

Element	Description
Checkbox	Selects the user for the bulk actions. It is disabled on your own row.
Avatar	User picture. It shows the user's details on hover.
Name and Email	Name and email of the user.
`<n>` Projects ▼	Number of organization projects the user is a member of. Click it to open the user's actions. It is disabled on your own row and on the rows of organization owners.

Search and Sort

Search Members: filters the list by text. It is shown while no user is selected.
Sort: by Name or Email.

Bulk Actions

When you select one or more users, the search box is replaced by a <n> selected ▼ button with these actions:

Action	What it does
Assign users to a project	Opens a dialog to add the selected users to a project.
Delete selected users	Asks "Are you sure you want to delete selected users?" and, after Yes, delete, removes the selected users from the organization. It is disabled when the selection includes an organization owner.

The <n> Projects ▼ button of a row has a single action, Delete. It asks "Are you sure you want to delete this user?" ("User will not be able to access this organization") and, after Yes, delete, removes that user from the organization.

Who Can Remove Members

Only organization owners can open the Members page and remove users.
You can't remove yourself: your own checkbox and your own Projects button are disabled.
Organization owners can't be removed. You can select another owner to assign them to a project, but Delete selected users is disabled while an owner is selected (its tooltip says "Organization owners can't be removed from the organization"), and the Projects button of an owner's row is disabled. If a request asks to remove an owner anyway, the server rejects it with that same message and removes nobody.
Every other selected user is removed from all the projects of the organization, and so loses access to the organization. Their user account is not deleted, and they keep their access to other organizations.

An owner can't be removed by another owner, but can leave the organization themselves, as long as another owner remains.

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

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.

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: Delete selected users is disabled Solutions:

The selection includes an organization owner, and owners can't be removed. Unselect the owners: an owner who should leave the organization has to leave it themselves.

Problem: Bulk actions not working Solutions:

Verify you have selected at least one user
Check that you have organization owner permissions
Your own row can't be selected, and Delete selected users is disabled while an owner is selected
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

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