Skip to main content
Member management covers inviting users to your organization, assigning roles, and maintaining appropriate access.

​
Viewing Members

1

Navigate to Organization

Open your organization.
2

Open Members

Go to Settings > Members.
3

View List

See all organization members.

​
Member Information

Each member entry shows:
FieldDescription
NameUser display name
EmailUser email address
RoleOrganization role
StatusActive or pending
JoinedWhen they joined

​
Inviting Members

1

Click Invite

Click “Invite Member” button.
2

Enter Email

Provide the user’s email address.
3

Select Role

Choose Administrator or Member.
4

Send

Send the invitation.

​
Invitation Status

StatusMeaning
PendingInvitation sent, not yet accepted
ActiveUser has joined
ExpiredInvitation expired

​
Resending Invitations

For pending invitations:
1

Find Invitation

Locate the pending invitation.
2

Resend

Click resend to send a new invitation email.

​
Changing Roles

1

Find Member

Locate the member in the list.
2

Edit Role

Click to edit their role.
3

Select New Role

Choose the new role.
4

Save

Save the change.

​
Role Options

RoleAccess Level
AdministratorFull organization access
MemberStudy access based on study roles
Changing roles takes effect immediately. Users see their new permissions on next page load.

​
Removing Members

1

Find Member

Locate the member to remove.
2

Remove

Click remove and confirm.
Removing a member revokes access to all organization resources, including all studies. This action cannot be undone.

​
Before Removing

Consider:
  • Transfer any resources owned by the user
  • Update study roles if needed
  • Document the reason for removal

​
Bulk Operations

For managing many members:
ActionHow
Export ListDownload member list
Bulk InviteUpload CSV of emails

​
Member Activity

View member activity:
  • Last login time
  • Recent actions
  • Study access
Access from member detail view.

​
Access Reviews

Conduct periodic access reviews:
1

Export Members

Download current member list.
2

Review Each

Verify each member should still have access.
3

Update

Remove or modify access as needed.
4

Document

Record the review completion.

​
Best Practices

Assign the minimum role needed.
Review membership periodically.
Remove access quickly when no longer needed.
Keep records of access decisions.

Organization Roles

Role descriptions and permissions.

Audit

Review member activity.