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View and manage users and teams
View and manage users and teams

How to manage your organizations users and teams as an administrator

Keller Knoll avatar
Written by Keller Knoll
Updated over 4 months ago

Admins have specific permissions that allow them to view and manage all users and teams in their organizations.

Requirements

  • Must have admin permissions to be able to view and edit any of this information.

This article is helpful if:

  • You are an Admin

Where is it done?

  • Click the Admin option in the sidebar. This will pop open the menu for you to choose Users or Teams (if applicable).

Step-by-step

Manage Users

As an admin, you can manage all Users for the organization. Users that are no longer a part of the organization can be deleted and new members can be sent invitations.

  1. Click the Admin option in the sidebar.

  2. Click on Users.

  3. To delete a user, click on the ellipsis next to a user's info and click Delete.

  4. To invite new users, click on Invite users at the top of the page. Enter email addresses separated by a comma, and click Send when you're ready.

Manage Teams

As an admin, you can manage all Teams for the organization (if they are enabled). Teams can be Edited, Deleted, or Disabled by an admin. New Teams can also be created by an admin. A user can join a public team on their own, or, can be added to teams by an admin.

  1. Click the Admin option in the sidebar.

  2. Click on Teams.

  3. To manage Teams, click on the ellipsis next to a team to see your options to Edit, Delete, or Disable.

  4. To add a new team, click on New team at the top of the page. Enter the Team Name, select the desired Access type, and click Create.

  5. Public teams are open for any user of your organization to join.

    1. If you create a private team, users will only be able to join if given access by an admin.

Add Users to a Team:

  1. Click the Admin option in the sidebar.

  2. Click on Teams

  3. Select the private team, denoted with a lock icon, and select Add users at the top right hand of the page.

  4. Scroll through the list of users or begin searching for a user in the search bar, then select Ok.

  5. To remove a user from a team, you can select the trash can icon at the right hand side of each user's name in the team's list of added users.

Change the Access Type of a Team

As an admin, you can change a team from public to private or vice-versa.

  1. Navigate to Admin in the sidebar.

  2. Click on Teams.

  3. Select the team you would like to edit using the checkbox to the left of the row.

  4. Select the pencil icon in the toolbar above to edit

  5. In the pop-up menu, select whether you would like to make the team private or public.

  6. Then click Submit.

Adding Admins

If you would like to give a user admin privileges, please reach out to your customer success manager.

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