Manage Organization Members
The Members section is the central location for managing your organization's members.
You can perform all actions related to your organization's members in this section.
Member Management
To access the Members section, click the gear icon in the navigation bar on the left side of the Customer Center.
Then navigate to the Members tab.
Invite Members
To invite a new user to your organization, click the Invite Users button in the upper-right corner of the page.
Next, fill out the fields in the pop-up window as desired and assign the desired role to the new member. Then click the Invite User button.
If the desired role does not yet exist, select Create New Role from the drop-down menu. This will allow you to create the desired role afterward.
Edit Members
First, click on the member of your organization you want to edit.
In the pop-up window that appears, you can edit the member’s information as desired. After making your changes, click the Save Changes button to apply them.
Members’ email addresses can only be updated by the members themselves. If a member’s email address changes, the member must either update their email address themselves or be invited using the new email address.
Remove Members
As with editing, select the member of your organization you wish to remove and click Remove User. You must then confirm the removal by clicking again to ensure the selected user is completely removed from the organization.
Please note that this action does not delete the user account; it only removes the user’s association with your organization.