Managing Organization Members

Adding new members to an organization

Start by going to the organization members list.

1. Click the dropdown in the top left corner, just below the UpCloud logo.
2. Clicking the dropdown opens a view of your organizations and workspaces. Please hover over the organization you want to invite members to, and click the Settings button.
   

   

3. Navigate to the Members page from the top menu.

   

Invite user to the organization

1. Click the Invite button on the right side of the members page.
   

   

2. In the modal that appears, first enter the recipient's email address. Please note that this email has to match exactly the address the recipient is going to use for login.
   

   

3. Choose Organization role for the recipient from the dropdown on the right (read more about workspace access <here>).
4. Click the Send invitation button, then ask the recipient to check their email.

Accepting an invitation to an organization

1. Click the link in your email invitation.
2. You will land on the invitation page. If you are not yet authenticated, click Log in on Sign up (read more about sign up <here>).
   

   

3. After authentication, you should see a page for accepting the invitation. If you see an error page instead, make sure you have authenticated with the same email address you used to receive the invitation.
   

   

4. Click the Accept button, after which you will be added to the organization.

Removing members from an organization

Navigate to the organization members list.

1. Click the dropdown in the top left corner, just below the UpCloud logo.
2. Clicking the dropdown opens a view of your organizations and workspaces. Hover over the organization you want to remove members from, and click the Settings button.
   

   

3. Navigate to the Members page from the top menu.

   

Remove user from organization

1. Click the removal icon next to the organization member you want to remove.
   

   

2. Confirm the member's removal in the modal that opens. Please note that the user will still have access to each workspace in the organization, where they have direct access to (if any).

Changing the organization role of a user

Go to the organization members list.

1. Click the dropdown in the top left corner, just below the UpCloud logo.
2. Clicking the dropdown opens a view of your organizations and workspaces. Hover over the organization you want to modify the roles of members, and click the Settings button.
   

   

3. Navigate to the Members page from the top menu.

   

Change organization role

1. Click the edit button next to the member you want to give a new role to.
   

   

2. In the modal that opens, select the desired new role and click Change role.