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Org admins manage who belongs to the organization and what each person can do from the Users page. Enterprise organizations can also run parent and child organizations. User seats count against your plan: Free includes 3 users, Pro 25, Business 100, and Enterprise is unlimited.

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Roles

A role is held per organization, so the same person can be an admin in one organization and a viewer in another. To see exactly what a role allows, open Users under Administration and click Roles and permissions. Click a role card to see what it can and cannot do, or click Compare all roles for a side-by-side table. The page reads the live permission rules, so it matches what the app enforces. Slack commands and buttons use their own table, and a few actions have a different minimum role there.

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Invite a teammate

1

Open Users

Click Users in the Administration section of the sidebar. Only org admins see it.
2

Add the person

Click Add User, enter their Email and Name, and click Create User. They get an email with a link to set a password. An address that already has an account is added to your organization instead.
3

Set their role

New people join as members. Click Edit on their row, choose Viewer, Member or Org admin, and click Save. You cannot change your own role.
If the invitation email cannot be sent, ask the person to use Forgot password with that address. At your plan’s user limit, the page shows the count and asks you to upgrade.

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Keep the directory tidy

The Directory tab lists everyone. Filter by Role or Status (Active or Disabled), or search by email or name. The filters are in the address, so you can share a filtered view. Each row has these buttons:
  • Edit changes name, role and Slack member ID. The Slack ID usually fills in the first time someone uses a Slack command.
  • Reset password sets a new password and signs the person out everywhere. It is not offered for people who sign in with SSO.
  • Disable stops the person signing in, and Enable reverses it.
  • Delete removes the account permanently, and their audit entries lose their attribution. Disable instead if they may return.
An organization always keeps at least one admin. Removing the last one is refused until you promote somebody else. People asking to join appear under Requests to join. See Sign in and join your team.

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Group people into teams

The Teams page (Business plan), in the Infrastructure section, groups people so a workload or finding can point at them. A team attributes work. It never grants access, which comes only from roles. Type a name under New team and click Create. Click a team to add or remove members, and use Rename or Delete on its row. Deleting a team leaves what it owned unowned and deletes none of it. Org admins manage teams, and everyone can read them.