Users
Open in CMSThe Users page lists everyone in the organization and lets Owners and Admins manage them. Open it with the Users tile on the organization's menu page. The Billing Role box sits above the list and Pending Invitations below it.
Open the Organization pagePage Header
| Organization name (back link) | Returns to the organization's menu page. Leave and Delete are there. |
| Invite User | Owner/Admin. Opens the Invite User dialog described on Invitations. Full width on a phone. |
Scope and Access
| Users Page 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 assign 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. |
Filter Bar
| Search by name or email | Narrows the list to matching users. |
| Role | Toggle buttons Owner, Admin, Builder, Billing, and No role. Pick one or more to show users holding any of them. On a phone this is a Role dropdown. |
| Set Budget Group | Owner/Admin. Opens Assign Budget Group for the users you ticked. Disabled until at least one user is ticked; the button shows how many are selected. |
| Refresh | Reloads the list. |
Table Columns
| Checkbox | Ticks the user for Set Budget Group. Only Owners and Admins can tick. |
| User | Display name and email. Your own row is marked (you). |
| Roles | Role chips, or No role when the user holds none. |
| Budget Group | The user's budget group, or No budget group. |
| Joined Date | The date the user joined the organization. |
| Actions | Owner/Admin. The User options menu. |
| Load More | Loads the next 20 users when there are more. |
User Options Menu
| Edit Roles | Opens the Edit Roles dialog. |
| Remove User | Removes the user from the organization after a confirmation, and withdraws their agent access. Not offered on your own row. Disabled for the Billing holder, and for an Admin looking at an Owner. |
Edit Roles Dialog
| Owner, Admin, Builder | Tick every role that should apply. Leaving every role unticked keeps the person in the organization as a regular user. |
| Owner checkbox | Only an Owner can tick or untick it. Admins see the note "Only an owner can assign or remove the Owner role." |
| Billing | Not edited here. When the user holds it, the dialog notes "Billing role is preserved automatically." Use the billing transfer to move it. |
| Save | Saves the roles. |
Assign Budget Group Dialog
| Budget Group | The group to put the ticked users in. Choose None (remove from group) to take them out of their group. A user belongs to one budget group at a time. |
| Confirm | Applies the change to every ticked user. |
Manage Global Permissions
| View Role Guidelines | Opens Role Guidelines, a matrix of what Owner, Admin, Builder, No role, and Billing can do (view users, create agents, invite, edit roles, remove users, assign budget groups, transfer billing, delete the organization, view billing). |
Quick Statistics
| Active Users | Number of users in the organization, including those not yet loaded in the list. |
| Pending Invites | Number of invitations still pending. |
| Owners | Number of users loaded in the list who hold the Owner role. |
| Download User CSV | Exports the filtered users (name, email, roles, budget group, joined date) as a CSV file. |
Roles
| Assignable Roles | Owner, Admin, Builder. |
| 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. |
Related guide: Users & Invitations