Users and departments

Open Settings → Users (/settings/users) to control who belongs to the organization and what each person can do. The old /admin/users address only redirects to this page.

The page appears for the owner and for anyone with the Manage people, departments and access permission.

What the page shows

The Users tab combines active, inactive, plan-restricted members and pending invitations. The table shows name, email, last login, status, and the actions menu.

The Departments tab groups people who share the same access. It appears once the organization has a second person or a sent invitation. See Departments and access.

Find and filter people

Search by name or email. The Status filter offers All, Active, Inactive, and Pending.

Invitations that have not been accepted appear in the same list with the Pending invite badge and Pending status. They cannot be included in bulk actions.

Invite a person

1. On the Users tab, click Invite.
2. Fill in Name and Email.
3. Under Departments (optional), choose the departments the person joins on accepting. Without a department, they start with basic participation.
4. Click Send Invite.

A valid pending invitation counts against the plan limit. When the limit is reached, Invite is disabled and the page offers seat management or an upgrade.

The person receives an email and must complete the flow in Accept an invitation. From the pending invitation’s menu, select Resend invite or Cancel invite. If the invitation is created but the email isn’t sent, the screen tells you; use Resend in the list.

CSV import is not available yet

Although the interface shows Import, the current action does not create users or send invitations. Invite each person through Invite until import is implemented.

Edit, suspend, or remove

Open a member’s three-dot menu and choose Edit. On the profile you can:

• change the display name; the login email is read-only;
• add or remove the person from Departments;
• tick their individual Access — general permissions and access to agents, bases, inboxes, rooms, meetings, and folders;
• in the Risk Zone, suspend access or remove the person from the organization.

What the person gets from a department is written next to the access, such as Received from Sales, and only changes in the department itself. The editor is described in Departments and access.

The owner cannot be removed through this flow, and the owner’s profile notes that they have all access through ownership. In the owner’s row menu, only the owner sees Transfer ownership. The destination must have the Manage people, departments and access permission; after the transfer, the previous owner keeps that permission.

Bulk actions

Select active members in the first column to show the selection bar and use Suspend. It always asks for confirmation; with more than five people selected, you must check the acknowledgment box before confirming.

To give several people the same access, add them all to a department.

Plan seats

When the plan has a user limit, the counter includes current members and pending invitations. Manage seats lets you choose which members occupy the available seats. The owner is always active; anyone left out keeps their account, receives the No plan seat badge, and regains access when a seat is released.

Best practices

• Use departments for access a whole group needs, and individual access for exceptions.
• Give Manage people, departments and access only to people who run the organization.
• Use All — current and future only when the group should also reach what is created later.
• Review pending invitations, inactive people, and plan seats regularly.
• Transfer ownership before the current owner leaves the organization.
• Use individual, corporate emails; don’t share accounts.