Users

👥 Users List View

This page displays all users in your organization with the following details:

• Name – The user's full name.

• Email – Their registered email address.

• Status – Shows Active if the user has joined, or Pending if the invitation hasn’t been accepted yet.

• Role – Either Admin (full permissions) or Member (standard access).

• Actions – Use the ✏️ (edit) icon to update user info or permissions, and 🗑️ (delete) icon to remove a user from the organization.

Use this view to keep track of who’s in your workspace and manage access as your team grows.

✉️ Inviting a User to Your Organization

Admins can invite new members to join their organization directly from the Users page.

1. Send Invitation

   • Enter the invitee’s email address and choose their role (Admin or Member).

   • An invitation email will be sent to the specified address.

2. Accept & Set Password

   • The invitee clicks the link in the email to accept the invitation.

   • They’ll be prompted to set a password for their account.

3. Redirected to Dashboard

   • After setting their password, they’ll be automatically redirected to the organization’s dashboard.

4. Status Updated

   • The user’s status changes from “Pending” to “Active” in the Users list once the invitation is accepted.

✅ Tip: You can re-send an invitation if the user hasn't responded.

✏️ Editing a User (Admins Only)

As an admin, you have the ability to modify basic user details through the Edit User functionality. This ensures your team setup stays aligned with your organizational structure.

• Name
  Update the user's display name as needed (e.g., correcting typos or reflecting role/title changes).

• Role
  Change a user’s role between:

  • Member – Standard access to create and manage their own OKRs, tasks, and updates.

  • Admin – Full permissions to manage the entire organization, including inviting/removing users, updating org settings, and editing teams.

⚠️ Important:
If you assign another user the Admin role, your own role will automatically change to Member, and all admin-level permissions will be revoked. This ensures there is only one active admin at a time per organization.

Make sure to double-check before promoting another admin to avoid accidentally locking yourself out of administrative privileges.

Only admins can permanently delete users from the organization.

• The user will be immediately removed from the organization.

• They will no longer be able to log in or access any organization data.

• This action is permanent and cannot be undone.

• Any Tasks, OKRs, or Comments the user created will remain in the system, but their name will be removed from ownership fields.

⚠️ Important:
Deleting a user is irreversible. Please confirm that the user should no longer have access before proceeding.

To delete a user, click the trash icon next to their name in the Users list.