Users
The Users tab lists everyone in the organization — headed Organization Users — and lets an Owner manage them.
Open the Organization pageScope and Access
| Users Tab Scope | Lists all users of the organization, including those with no role. |
| Management Access | Owner and Admin both invite people, edit roles, remove users and manage budget groups. Reserved for the Owner: granting or removing the Owner role, removing a user who holds it, transferring Billing, and deleting the organization. |
| View-only Access | Builders and users with no role can view the list but cannot manage it. |
Table Columns
| User | Display name and email. |
| Roles | Role chips assigned to the user, or a No role marker when they hold none. |
| Budget Group | The budget group the user is assigned to. |
| Joined Date | The date the user joined the organization. |
| Actions | Per-user actions menu. |
User Actions
| Edit Roles | Owner or Admin; an Admin cannot grant or remove the Owner role. Edits the user's roles. Saving with no role ticked is allowed — the person stays in the organization as a regular user. Billing is not edited here. |
| Remove User | Owner or Admin; an Admin cannot remove a user who holds Owner. Removes the user from the organization and withdraws their agent access. Blocked for the Billing holder and for the last Owner. |
| Assign to Budget Group | Owner/Admin. Assigns the user to a budget group. Works for users with no role too. |
| Remove from Budget Group | Owner/Admin. Removes the user from their budget group. |
Roles
| Assignable Roles | Owner, Admin, Builder. Collective organizations allow all three; Individual organizations allow Builder only. Only an Owner can assign or remove Owner. |
| No Role | A valid, complete state. The user belongs to the organization and can use the agents they are assigned to, but cannot build agents or manage people. |
| Billing | Not assigned here — it is moved with the billing transfer flow. |
Tools
| Search | Searches users by name or email. |
| Filter by Role | Narrows the list to users with a selected role, or to users with No role. |
| Sort | Sorts by name, join date, or role. Users with no role sort last. |
| Download User CSV | Exports the filtered users as a CSV file. |
| Leave | Leaves the organization yourself. |