Add team members to your organization

Add team members to your organization

Every person in your organization is either an Admin or a Client. Admins help you build and run programs. Clients are your participants. Both are invited through the same flow.

Before you begin

  • You need the manage users permission in your organization
  • Know whether you’re inviting someone as an admin or a client

Invite users

  1. Open Admin Area > Users from the sidebar
  2. Click Invite Users at the top
  3. Paste email addresses into the Emails field — separate multiple addresses with commas, spaces, or new lines (up to 20 at a time)
  4. Choose a Role:
    • Invite as Client — Participants who access programs you assign them to. Clients added here skip payment for paid programs. If you want them to purchase first, send your offer link instead
    • Invite as Admin — Team members who get full access to the Admin Area to manage all programs and users, except billing and Stripe settings
  5. For clients, select which Spaces (programs) to add them to
  6. Customize the Invitation Message if you want (a default message is pre-filled)
  7. Click Send Invitations

Each person receives an email invitation. Until they accept, their status shows as Pending in the Users list.

Manage your users list

The Users page shows a table of everyone in your organization. Each row displays the user’s name, email, role, timezone, join date, and last active date.

Use the controls at the top to find specific people:

  • Search — Filter by name or email
  • Status — Active, Inactive, or All
  • Role — Admins, Clients, or All
  • Invite Status — Accepted, Pending, or All
  • Joined In — Filter by time period (last week, last month, by year)
  • Sort — By name, last active, or join date

Resend invitations

For users with a pending invitation, open the row’s three-dot menu and select Resend Invitation. You can also click Resend All Invitations to re-send to every pending user at once.

Activate and deactivate

Deactivating a client revokes their access without deleting them. Their data is preserved and you can reactivate them later. Admins cannot be deactivated through bulk actions.

Select multiple users with the checkboxes, then use the bulk action bar to activate or deactivate in batches.

Export

Click the Export button to download your user list as a spreadsheet for record-keeping or analysis.

What to do next