Managing Users in an Organization

Organization Administrators can use the Administration portal to manage Users in their organization, workspaces, and teams.

Add users to the organization

Admin Users View

Select the Invite User button and enter the email address of the user you’d like to invite to your organization. The user will receive an invitation email with instructions on how to join your organization. In order to access a workspace, a user will need to be added as a collaborator to a workspace, or put in a team.

Admin Invite User View

Add a user to a team

Admin Teams View

If you haven't created a team, visit our Managing Teams knowledge base article to learn how.

On the Teams Page, select the desired team for the user. Invite the user to the team by selecting the Invite User button. The user will receive an invitation to join that team and can start working on templates.

Remove a user from a team

On the Teams Page, select the team. Hover your mouse over the user's name, click the X and you'll be prompted to confirm the removal of the user from the team.

Removing a user from the team, does not remove them from the organization. To remove them from the organization go to the Users Page.
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