Skip to content

Members

The Members section is designed for managing user accounts within your organization. Here you can invite new users, edit profiles, assign roles, and distribute employees across teams.

Members page

Member List

The page displays a table of all organization members:

ColumnDescription
NameMember's display name
EmailEmail address for authentication and notifications
RoleMember's role: Administrator or User
StatusCurrent account status

The table header shows a member counter (e.g., 5/100 — 5 out of 100 available slots used).

Use the Search field to quickly find a member by name or email.

Table Actions

Available actions depend on the member's status:

  • Active and Deactivated — pencil icon to open the profile.
  • Invited — resend invitation icon and trash icon to delete the invitation.

Member Statuses

List with different statuses

StatusDescription
ActiveThe member accepted the invitation and has access to the platform
InvitedThe invitation was sent but not yet accepted
ExpiredThe invitation has expired
DeactivatedAccess is suspended. Data is preserved, login is not possible

Inviting Members

To add new employees to the organization:

  1. Click the Invite Members button in the top-right corner.
  2. In the form that opens, enter one or more email addresses separated by commas and click Apply.

Invite form

  1. Added addresses will appear as tags below the input field. To remove a specific address, click next to it.

Form with added addresses

  1. Click Invite to send the invitations or Cancel to close the form.

After successful submission, a notification will appear: "Done — Invitation sent to the specified email address".

Successful invite notification

Invited employees will have Invited status until they accept the invitation.

WARNING

The invitation is valid for 24 hours from the time it is sent.

Member Profile

To open a profile, click the pencil icon in the desired member's row.

Profile editing page

The following fields are available on the profile page:

FieldDescription
Full NameMember's display name (editable)
EmailEmail address (read-only)
RoleRole in the organization: Administrator or User
TeamsTeams the member belongs to

Assigning Teams

Click the Teams field to open a dropdown list. Select the desired teams — a member can belong to multiple teams simultaneously. By default, all members belong to the All Members team.

Selecting teams

Saving Changes

After editing, click Save. Upon successful save, a notification will appear: "Done — Your changes have been successfully applied".

Successful save notification

Additional Actions

The profile page also provides:

  • Reset Password — sends the employee an email to reset their password.
  • Deactivate — suspends platform access. The member's status changes to Deactivated.
  • Delete — permanently removes the employee's account from the organization.

WARNING

Deactivation immediately revokes the employee's access to all organization networks and resources. Account deletion is irreversible.