Managing users
An Admin manages members from Settings, then Users, on the Users tab. The tab shows how many members are in the workplace. Invite User is at the top right.
Only Admins can open Users under Settings.
The Users listThe Users list
Search members filters the table. Click a name to open that person. Profile and Permissions are the two tabs. Changing the role and the action checks is in Editing user access.
Active is a green status. Inactive is a gray status. The role on the row is the role assigned to that member, such as Admin, Member, or a custom role.
Set Active or InactiveSet Active or Inactive
Click their name on the Users tab.
Status is required. Choose Active when they should sign in. Choose Inactive when they should not.
Choose Save. The badge on the panel and the Status column both update.
Inactive takes effect when you save. Their cases and other work stay in the workplace. To remove the person and everything they created, delete them instead. See Deleting a user.
Confirm ownership handoffs before you set someone Inactive if other people depend on their work.
Invite not acceptedInvite not accepted
If a member never accepted the invite and that invite has expired, the Users row shows Status Inactive. The role badge is still the role you chose on the invite.
Open that member. Profile looks like this:
Ask them to look in spam or filtered mail and in the in-app notification bar.
If the invitee already belongs to another workplace, accepting moves them here. If they are an Admin there, all users in that previous workplace are deleted when they accept. See Inviting users.
TipsTips
Role and project actions are in Editing user access. Removing a member and their work is in Deleting a user.