User management
Admins can manage the full member lifecycle from Settings → Users: invite new members, adjust roles, deactivate accounts, and bulk-import users via CSV.
Invite by email
Section titled “Invite by email”- Go to Settings → Users → Invite members.
- Enter one or more email addresses, separated by commas.
- Select the workspace role to assign (Admin, Member, or Viewer).
- Click Send invitations.
Invitees receive an email with a time-limited link. Links expire after 72 hours—resend from the pending invites list if needed.
Deactivating accounts
Section titled “Deactivating accounts”Deactivating a member revokes their access immediately without deleting their data. Any content they created remains intact and accessible to other members.
To deactivate a member:
- Find the member in Settings → Users.
- Open their profile and select Deactivate account.
- Confirm the action.
Deactivated accounts can be reactivated at any time by an Admin. Reactivating restores the member’s original role and project memberships.
Bulk CSV import
Section titled “Bulk CSV import”For larger teams, use CSV import to invite multiple members at once.
Required columns: email, role
Optional columns: first_name, last_name
Download the CSV template from the Users page, fill it in, and upload. The system validates each row before sending invitations—rows with errors are skipped and listed in the import summary.