Understanding user roles
Owner of organization: The user who creates the organization. This person has full control over inviting others and can request the deletion of the organization.
Note: This role cannot be transferred or changed.
Admin: Admins can manage billing, add/remove users, enable SSO, and access the Trust Center. There can be multiple admins within an organization.
Member: Standard user without special permissions.
Billing Admin: Not an admin but can manage payments through the Stripe portal in the settings page.
Inviting team members
Admins have two ways to invite new users to the organization: directly via email or by generating a shareable link.
Note: members can't other members, only administrators can add and remove users.
How to invite someone via the admin portal
Invite via email
Visit this page found in your settings that reads Members under your Organization. Enter the user’s email in the “Invite new members” field.
2. The user will show as Invited. Once they accept the invite from their email inbox, their status changes to Member.
Invite link
Alternatively, you can generate a link to invite users. This link can be regenerated or disabled as needed.
