You can view and manage the permission levels of users in your organization from your organization manager area.
This allows you to grant different levels of access to users for your organization’s folders, Workflows, Workflow runs, tasks and Pages.
You can grant users one of four different user-level types, depending on what you need them to do and how much access you want to grant them. Users can be Admins, Members, Guests (Internal) or Guests (External).
Users: In order to invite and manage users in your organization, you must be an Administrator.
Open the organization manager by clicking your profile picture in the upper right corner of your screen, then clicking “Settings“.
This is where you can find a list of your current Admins, Members, Guests (Internal), and Guests (External). You can also invite new users or remove existing users from here.
You can invite a user to your organization by typing their email address and clicking “Invite“. This will automatically add them to your organization.
You can invite users as Guests (Internal) or Members, and then leave them on that status, or promote/demote them according to the user type you want to assign to them.
You can see a count of the total number of members (which includes Admins, Members and Guests (Internal)) below the email field, shown above.
Note: On paid plans, if you have already used up your member limit, you will be billed pro-rata for each new Member, at the point you invite them. Check your current subscription rate from your billing page to see how adding another member might affect your billing.
To promote a Member to an Admin, click on their current user type and select “Admin“.
A Guest (Internal) can be demoted to a Guest (External) by clicking their user type dropdown and selecting “Guest (External)“.
Click the “Remove user” icon to remove a user from your organization.
Learn more about user permissions and the differences between members and guests.
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