Managing Users and Roles

Org User Admins can manage and update users as needed. In the People section, you can view all users and filter by license, role, or search for a specific user.

You can only apply a role that you already have to another user. For example, if you only have the Org User Admins role you can only assign the Org User Admin role to other users. But if you have two roles, such as Org User Admin and Org Workspace Admin, you can assign both roles.

Changing a User Role

To update a user's role:

1

Click your name in the bottom left, then select Organization Admin.

2

Select People .

3

Find the person you’d like to update by searching or scrolling through the member list.

4

Click the edit icon or double-click the organization role. 

5

Select a role and click the check icon or press enter. 

6

Click Apply Changes to finish. 

You can also change a user role by checking the box next to a user and then clicking Edit Roles in the toolbar.

Updating Multiple Users

When you have several users to update, you can assign or remove roles in bulk to save time. It's best to update users at the same time that you want to have the same role. For example, select every user you want to set as an Org User Admin.

To update multiple user roles at the same time:

1

In Organization Admin, click People .

2

Check the box next to the members you want to update.

3

Click Edit Roles . 

4

Check to apply a role or uncheck to remove a role. A dash in a checkbox indicates that some of the selected members already have this role. Roles that are grayed out cannot be assigned. Then, click Apply. 

6

Click Apply Changes in the toolbar to finish.

Editing User Details

To edit user details in your organization, such as email, name, or license:

1

In Organization Admin, click People .

2

Find the person by searching by name or username and click on the row to select the user.

3

Make any updates and click Apply Changes to finish.

Resetting User Passwords

You can reset a users passwords if they forget their password. When you reset a user's password, it disables their current password and they are sent an email with a reset link that expires in 5 hours.

To reset a user's password:

1

In Organization Admin, click People .

2

Find the user by searching or scrolling through the list. Check the box next to their username.

3

Click Reset Password in the toolbar. 

4

Click Reset Password in the dialog to finish.

Removing a User

You can remove users that no longer need to be in your organization.

To remove a user from your organization:

1

In Organization Admin, click People .

2

Find the user by searching or scrolling through the list. Check the box next to their username.

3

Click Remove in the toolbar. 

4

Click Remove to finish.