Organization Members and Roles

Organization members are users who belong to an organization. You can add members and assign them roles with organization-scoped permissions.

Member List

1. Open an organization from Organizations.
2. Go to the Members tab.
3. View the list of members with their roles and status.

Adding Members

1. In the organization Members section, click Add Member.
2. Search for an existing user by email or invite a new user.
3. Assign one or more organization roles.
4. Save.

Only users who exist in your tenant can be added as organization members. Use Tenant Invitations to onboard new users first if needed.

Assigning Roles to Members

1. In the member list, click a member.
2. Go to Roles.
3. Click Assign Role and select an organization role.
4. Save.

Organization roles apply only within that organization. A user can have different roles in different organizations.

Removing Members

1. Select the member in the organization Members list.
2. Click Remove.
3. Confirm.

Removing a member revokes their organization-level access but does not delete the user from the tenant.