The Users tab lets you view and invite users, and assign them to workspaces and roles across your organization.
š To learn more about how organizations work, check out this article collection.
View users
To view users:
Click your profile photo in the bottom-left corner.
Select Organization.
Open the Users tab.
The Users tab displays everyone invited to your organization. You can:
Use the search bar to find users by name.
Filter users by workspace or organization role.
š”Organization owner and organization roles are indicated with icons.
Invite users
To invite new users:
Click Invite user.
Enter one or more email addresses (separated by commas).
Choose a workspace and assign a role.
Click Send invite.
The invited users will appear with a Pending status until they accept the invitation. You can withdraw an invite anytime by clicking the three dots next to a user and selecting Cancel invite.
š” Assigning a workspace and role is required for every invited user. When inviting several users at once, you can assign them the same workspace and role.
Add users to workspaces and assign roles
In the Users tab, you can assign users to workspaces or organization roles. You can update one user at a time or assign multiple users in bulk.
Assign a single user
In the Users tab, click the three dots next to the user's name.
Select Add to workspace or Assign organization role.
Choose the role.
Click Add.
Assign users in bulk
In the Users tab, select the users you want to update.
Click Add to workspace or Assign to Org Role.
If assigning workspace roles:
Select one workspace to assign a Workspace Role, or
Select all to assign a Multi-Workspace Role.
Click Add.
š”Important: You can't delete users directly from the Users tab. To remove someone from a workspace, go to the Workspaces/Teams tab instead.