Manage organization access

Manage members, assign organization roles, and control who can manage your organization.

With organization access, you decide who can manage members, settings, billing, subscriptions, and other tasks across your organization.

Organization access is separate from workspace access. You can make someone an organization admin and still limit their access in a workspace. For workspace-specific access, see Manage workspace access.

Give each member one organization role. That role defines what they can manage at the organization level.

• Admin: Full control of organization settings, users, roles, billing, subscriptions, and organization-level administration.

• Admin W/O Billing: Manage users, roles, settings, and workspaces, but not billing or subscriptions.

• Billing: Manage payments and subscriptions only.

• Member: Regular organization member with access to workspaces, but no organization administration rights.

Inviting someone to a workspace also adds them to the organization as a Member.

Use custom roles to define more specific access inside workspaces. Create them at the organization level and reuse them across workspaces in the same organization.

In the Organization users & roles screen, use the User management tab to manage organization members and roles. Use the Workspace custom role management tab to create and manage custom roles for workspaces.

You can also create a custom role while inviting someone to a workspace. In Role, start typing in Search custom role. If the role does not exist yet, select Create "..." as custom role. The new role then appears in the custom roles list and is selected right away.

Some role changes only apply after the invited user accepts the invitation and joins the organization.

A custom role only takes effect after you assign it in a workspace and use it in app, table, or field permissions.

If you delete a custom role, you also remove its assignments and related permission associations in workspaces. This includes app, table, and field permissions. This action cannot be undone.

Add and review members

Use the Organization users & roles screen to review everyone in your organization.

In the User management tab, you can search by email, filter by status, and review each member's role, workspaces, joined or invited date, verification, and status.

1

Open user management

If you are not already on the settings screen, click the gear icon Settings in the main navigation.

Under ORGANIZATION, select Users & roles.

Stay on User management.

2

Invite a user

Select Invite users and enter the user's email address.

3

Choose an organization role

Select one of these roles before you send the invite:

• Admin

• Admin W/O Billing

• Billing

• Member

4

Send the invite

The user appears in the member list. The invite stays pending until they accept it.

Use the member list to review invited and active users, check their status, and update access when needed.

Change organization roles

Change a user's organization role from the member list when their organization-level responsibilities change.

Use this when someone needs full administration, billing access, or standard member access.

1

Open user management

If you are not already on the settings screen, click the gear icon Settings in the main navigation.

Under ORGANIZATION, select Users & roles.

Stay on User management.

2

Find the user

Use search or filters to find the invited or active user.

3

Change the organization role

In the user's row, select the current role and choose Admin, Admin W/O Billing, Billing, or Member.

4

Review workspace access if needed

Changing the organization role does not change the user's workspace roles.

Update workspace access separately if the user also needs different access inside a workspace.

Keep in mind:

• Changes for active users apply right away.

• Changes for invited users apply after they accept the invitation and join the organization.

• Organization roles control organization administration, not workspace-specific access.

Manage workspace custom roles

Create workspace custom roles at the organization level and reuse them across workspaces in the same organization.

The role list shows each role's name, description, and creation date.

1

Open workspace custom role management

If you are not already on the settings screen, click the gear icon Settings in the main navigation.

Under ORGANIZATION, select Users & roles.

Select the Workspace custom role management tab.

2

Create a custom role

Select Create role, enter a role name, and add an optional description.

3

Reuse the role in workspaces

After you create a custom role, workspace admins can assign it in any workspace in the same organization. They can then use it for app, table, and field permissions.

They can also create a new custom role directly from the workspace invite dialog, where it appears in the custom roles list right away.

4

Delete the role if you no longer need it

Select the role and choose Delete role(s).