Skip to main content

​
User Management

Learn how to manage users within your organization.

​
Organization Members

​
Viewing Members

View all organization members:
  1. Navigate to Settings → Organization
  2. See member list with:
    • Name and email
    • Role badge
    • Avatar
    • Join date

​
Member Roles

RoleCapabilities
OwnerFull access, billing, delete organization
AdminManage members, view all data, settings
MemberAccess campaigns, leads, deals

​
Inviting Members

​
Email Invitation

Invite members via email:
  1. Click Invite Member
  2. Enter email address
  3. Select role
  4. Add optional message
  5. Send invitation
Invited member receives email with acceptance link. Generate shareable links:
  1. Click Generate Invite Link
  2. Link valid for 24 hours
  3. Share with team
  4. Anyone with link can join

​
Managing Members

​
Updating Roles

Change member roles:
  1. Find member in list
  2. Click role dropdown
  3. Select new role
  4. Confirm change
Note: Cannot change owner’s role.

​
Removing Members

Remove member from organization:
  1. Click member menu
  2. Select Remove
  3. Confirm removal
  4. Member loses access
Removed member can be reinvited later.

​
Accepting Invitations

​
Via Email

  1. Open invitation email
  2. Click acceptance link
  3. Login or create account
  4. Join organization automatically
  1. Navigate to invite URL
  2. Login or create account
  3. Click Join Organization

​
API Endpoints

GET    /organizations/{id}/members           - List members
POST   /organizations/{id}/invite            - Invite by email
POST   /organizations/{id}/generate-invite-link - Create link
DELETE /organizations/{id}/members/{user_id}  - Remove member
PATCH  /organizations/{id}/members/{user_id}  - Update role
POST   /organizations/{id}/accept-invitation  - Accept invite

​
Best Practices

  1. Minimal Admins: Limit admin access to necessary users
  2. Clear Roles: Match roles to responsibilities
  3. Regular Review: Audit member list periodically
  4. Revoke Access: Remove inactive members promptly
  5. Document: Keep record of role changes