Administration Guide

Learn how to manage your organization's users and workspaces.

Managing Organization Users

To manage your organization, you must navigate and click on your profile icon and select Organization Settings. You must be assigned an Org Admin role to view the Organization Settings page and complete the following actions.

Add new users

To add new users to your organization, you must:

1. Click on your profile icon and select Invite Users.

2. Enter the email addresses of the users you want to add to the organization and select their organization role.

3. Choose the Workspaces you want the users to automatically join upon accepting your invitation.

4. Send invitations to the users.

   • If emails are enabled for your organization, you will have the option to select Send Invitation to automatically send users an invite via email.

   • If emails are disabled for your organization, select Create Invitation Link to generate links to manually send to your users.

🎉 Well done! You will see the user in the Pending Invitations list. Once the user accepts the invitation, their status will become Active.

Organization roles

Within an organization, the user roles available are User and Org Admin. Below is a table of the permissions granted to each user role. Visit our User Roles and Permissions guide for more information.

Organization Role	Permissions
Org Admin	Can manage organization settings Can manage the organization's users Can manage workspaces within the organization
User	Can access workspaces within an organization

To update users' organization roles, navigate to your organization's users list by clicking your profile icon and selecting Organization Users.

1. Determine the user whose role you want to update.

2. Select the menu icon to view a dropdown of user management options.
3. Click Change role to (User or Org Admin).

4. You will see a confirmation page. Select Confirm to save your changes.

Activate and deactivate users

You can activate and deactivate users in the organization by navigating to your organization's users list by clicking on your profile icon and selecting Organization Users.

Select the menu icon next to the user, select Activate User to activate a deactivated user, or Deactivate User to deactivate an activated user.

A deactivated user would no longer have access to your organization. You can reactivate the user's account if you want the user to regain access.

Reset users' passwords

Although admins can assist users in resetting their passwords, it is recommended that users reset their own passwords by selecting Forgot Password when signing in.

You can reset a user's password by navigating to your profile icon and selecting Organization Users.

Select the menu icon next to the user, then select Reset Password. You will need to create a new password for the user. Once the password is created, you must send the password to the user.

The user would use this password to sign in and update their password to regain access to their account.

Managing Workspaces

To manage a workspace, you must have an Org Admin or a Workspace Admin role. You can view your Workspace Role by visiting the workspace members section in your workspace settings.

Although Org Admins can manage a workspace, they can not manage workspace members unless assigned the Workspace Admin role.

Create workspace

Only Org Admins have permission to create workspaces within an organization.

There are two ways to create workspaces. You can either:

1. Navigate to the Workspaces page and click the Create Workspace button.

2. Click your Profile Icon and select Organization Settings. Select the Workspaces tab on the left side of the screen, then click the Create Workspace button above the list of Organization Workspaces.

🎉 You're all set!

Add workspace members

All workspaces must have at least one Workspace Admin.

You can add active users within your organization as workspace members. Members can view, create and update projects and assets inside this workspace. All workspace members have permission to add members to a workspace, but only Admins can remove users.

To add a member to your workspace, go to your Workspace Settings and select the Members tab on the left side of your screen.

You can then begin typing the email address of the member you want to add to the workspace. Select the member(s) and click Add Members.

⚠️ Only Workspace Admins can declare the member role while adding a member to the workspace.

Workspace settings

Only Workspace and Org Admins have permission to update workspace settings.

To view or update workspace settings, select the Workspace Settings tab within your workspace. There you can update the name and description of the workspace and find the following actions:

Actions	Description
Leave Workspace	Leaving the workspace means you will no longer be able to access it. The data you contributed to the workspace will still be available. ⚠️ If you are the only Admin in the workspace, you must assign another member the role of Admin to leave the workspace.
⚠️ Delete Workspace	Deleting a workspace also deletes all projects, phases, models, and datasets associated with it. You must be a Workspace Admin to delete a workspace. This action is irreversible.

Create workspace project

For more information on how to create a new project within your workspace, visit the Setting up a Project guide.

Workspace members and admins have permission to create new projects within a workspace.