This article serves to explain how to add Team Members to your organization. All Members within your organization will automatically have access to all features, however they may have different roles. To read more about roles, read Team Member Roles.
Note: Users on a Free Plan can not add new Members to an organization. Please view Billing and Usage for more information.
Members are added to an Organization from the Organization Settings page.
Once here, navigate to the "Team" page of the settings:
This page will contain a list of all Members within the current Organization.
From here, you can click the "Add Team Member" button to add a new Member to your Organization.
This will bring up a window where you can enter the email of the user you wish to invite:
This will send an email to the Member, allowing them to start the process of creating an account
When a Member is added and an account is created, the user will begin within the Member role. To learn more about Roles, read Team Member Roles.
To view more detail of a Team Members within your Organization, click the "View Profile" button on the Member's list for the user you wish to view:
This will lead to the User's profile page where you may modify their Team Member Role if you are an Owner of the Organization.
To remove a Team Members from your Organization, either allow your SAML provider such as Okta to deactivate the account, or click the "remove" button on the Member's list for the user you wish to remove:
This will then remove the user from the Organization entirely.