Viewing and managing members of workspaces and organizations.
The Organization Members tab shows all user groups and users in the chosen Organization, plus their Billable Rate (paid plans only), Labor Cost (Premium plan only), Access-level at the Workspace level when viewing a single Workspace.
A summary in the panel on the right shows an overview of the different levels of access rights, you can click each tier of access on this list to read a brief description of their capabilities.
Adding members to a workspace within an Organization
If Organization Admin privileges are not granted when editing a user, you will be able to select which Workspaces to add them to, as well as their corresponding user Role on each workspace.
Inviting members into an Organization from the Organization Member tab:
Click the Invite Members button to invite users to one or more Workspaces under this Organization. While inviting someone, you can also choose whether they will be a regular user or Admin on the chosen workspaces as shown in the screenshot below:
Filtering the list of members on the Organization Members view:
The Filters bar allows you to:
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View users based on their status; active, inactive, or invited,
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Filter based on their access level
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Filter based on User Groups they belong to,
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Filter based on Workspaces they belong to (Enterprise pricing only)
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Search for users using their name or email.
Editing Organization members
You can use the 3-dot control to Edit, Deactivate and Remove users from an Organization, the Edit button allows for additional options to manage the access right of users on both the Workspace and the Organization level.
This is the Edit member details window, where you can grant the different access levels, granting the Organization Admin level on a user will automatically add the user to all Workspaces under said organization with Organization admin privileges.
The Groups tab
The Groups tab allows you to create and manage User Groups for the Organization, as well as Search through existing groups and filter the list based on the Workspaces they belong to.
To learn more about creating and managing User Groups, go here.