User management

The User Management page in Autify Genesis is where Admins and Owners change roles, edit user information, remove users, and adjust per-workspace access.

About the user management screen

Open Settings from the account menu in the lower-left corner, then click Organization > Members in the left sidebar to open the User Management page.

The top of the User Management screen shows organization statistics (Total users, Active users, Pending invitations, and Admins/Owners). Enter a keyword in the search field to filter users by name or email address.

User Management screen

Managing users

Only organization Admin or Owner users can change user roles, edit user information, remove users, or change workspace access. Users with the Member role can view the User Management page, but the action menus described in this article are not shown.

Changing a role

1. Open the User Management page.

2. Open the action menu (⋮) in the row of the user whose role you want to change.

3. Select the new role (Change to Admin, Change to Member, or Change to Owner).

User row action menu

For details on the operations available to each role, see Roles and permissions.

Editing user information

1. Open the User Management page.

2. Open the action menu (⋮) in the row of the user you want to edit.

3. Click Edit user.

4. Update the Name or Email.

5. Click Save.

Removing a user

1. Open the User Management page.

2. Open the action menu (⋮) in the row of the user you want to remove.

3. Click Delete user.

• A removed user can no longer access the organization.

• Admin users cannot promote or demote Owners, nor remove Owners from the organization.

• If only one Owner exists in the organization, that Owner cannot be removed or changed to another role.

Managing workspace access

For users with the Member role, an Admin or Owner can restrict workspace access on a per-workspace basis. Access can be managed from both the User Management page and the Workspace Settings of each workspace.

Users with the Admin or Owner role automatically have access to every workspace. Workspace access restrictions apply only to the Member role.

Changing access from the user management page

1. Open Settings > User Management.

2. Click the workspace count in the Workspaces column for the target user.

Workspaces column

1. In the Manage workspace access dialog, check the workspaces to grant access to. To select every workspace, click Select all.

Manage access dialog

1. Click Save.

Changing access from workspace settings

From the settings screen of each workspace, you can also add or remove members who can access that workspace. For details, see the "Members tab — Managing workspace members" section in Workspace settings.