Users

Manage everyone in your organization — invite new people, set their roles, and organize them into departments and teams. Admin access required.

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The Users Page

Go to Organization → Users.

Search by name or email, and filter by:

• Department
• Role (Member, Admin, Executive)
• Status (Active, Inactive, Pending)

Table Columns

Column	Shows
User	Avatar, name, and email
Department	Their team or department
Role	Member, Admin, or Executive
Status	Active, Inactive, Pending, or Suspended
Last Active	When they were last active

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Inviting a User

1. Click Invite User
2. Fill in:
   • Full Name
   • Email Address — their login email
   • Initial Password — must be at least 10 characters with an uppercase letter, a lowercase letter, a number, and a special character
   • Department — where they belong
   • Sub-department — optional, if the department has sub-units
   • Teams — optional, one or more teams
   • Role — Member, Admin, or Executive
3. Click Create User

The user can log in immediately with the email and password you set.

tip

Share the First Steps guide with new users, and ask them to change their password after first login.

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Roles

Role	What They Can Do
Member	Chat, own tasks, personal documents, projects
Admin	Everything — manage users, departments, knowledge base, assistants, analytics
Executive	Organization-wide view: dashboard, analytics, and a read-only Org Chart

For the full breakdown, see Roles & Permissions.

caution

The Admin role has full access to all data and settings. Assign it sparingly.

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Editing a User

Click a user to open their detail panel, where you can update:

• Status — Active or Inactive
• Department, Sub-department, and Teams
• Role

Their Assistant Access is shown for reference (it's based on role and department and isn't edited here). Click Save Changes when done.

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Removing a User

To remove someone who has left:

1. Open the user
2. Click Remove User and confirm

Alternatively, set their Status to Inactive to block login while keeping their account.

info

Removed or deactivated users can no longer log in, but their past work (tasks, comments, documents) stays in the system.

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Tips

• Assign a department right away — users without one may not see relevant content
• Use Inactive for temporary blocks and Remove for people who have truly left
• Set roles carefully — start people as Members and promote only when needed