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Create and Delete Users

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Workspace Invites

An invite is a unique invitation to a prospective user to a workspace.

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Creating Invites

The Teammates tab on the Setting panel shows an overview of all members of the workspace, and a button to invite teammates.

From the Teammates tab in the Settings panel, the yellow button in the top right corner will prompt the user with a dialog upon being clicked.

In the dialog that appears, the user can specify what email addresses should receive an invite to the user’s workspace. The invite button will become active once there are some email addresses in the text box.

Enter your new teammates' email address in the dialog that appears.

Upon successful invitation, you will see the pending invite in the list of teammates, and the invited user will receive an email informing them of that.

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Deleting Invites

A pending invitation can be deleted by clicking the trash can icon in that row. Upon clicking that icon, the user is prompted with a dialog confirming their desire to delete the invitation.

After clicking delete, the pending invitation will no longer appear in the teammates table.

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Deleting User

This feature is restricted to users with admin privileges. If you need to remove a user from your workspace, follow these steps:

  1. Navigate to Settings -> Teammates.

  2. Find the user you wish to remove.

  3. Click the Delete icon in the action section of the user’s record.

Once confirmed, this action will immediately:

  • Disable the user's access to the workspace.

  • Permanently delete their account.

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