Manage organization level users

Estimated 2 minute read

You will learn

Learn how to invite a new user to your organization and how to remove one.

Invite a user

1. Select Invite user.
2. Enter the email address of the person you'd like to invite.
3. Select their role: either a static role (Org Super Admin or Org Analyst) or a custom user role built from permission sets.
4. Select which account groups you want to add them to.

A user cannot be added unless they have both a set of permissions (a static role or a custom user role) and at least one account or account group assigned. Both are required together; neither one on its own is enough to add a user.

Remove a user

1. From the organization's user list, find the user you want to remove.
2. Click the ⋯ (more options) menu next to their name.
3. Select Delete user.
4. In the confirmation modal, select Delete user again to confirm. This action cannot be undone.