How to invite, edit, and remove users

How-to · Audience: tenant-admin · Permissions: users.invite, users.edit.role, users.deactivate, role.admin · Route: /dashboard/settings/users

The full lifecycle of a user account from invitation to deactivation.

What this does

Covers inviting a new user, changing their role, deactivating them, and permanently deleting an account.

Who can do this

Tenant admins and owners. Deactivating or deleting your own account, or another owner's account, is specifically blocked.

Steps

1. Go to Settings > Users to see everyone in your workspace.

2. Use Invite to add someone new (see "How to invite your team").

3. Click a user to edit their role, profile, or department.

4. Use Deactivate to remove someone's access while keeping their history — they can be reactivated later.

5. Use Delete Permanently only when you want the account fully removed — this is only available for already-deactivated, non-owner accounts.

What happens next

Role changes apply immediately. Deactivation blocks sign-in immediately but preserves the person's historical records (attendance, tasks, etc.). Permanent deletion cannot be undone.

Important notes

• The last remaining owner on a workspace cannot be removed or demoted — there must always be at least one.

• A non-superadmin cannot modify a superadmin account, and only an owner or platform admin can demote a tenant owner.