Invite and manage people

Bring colleagues into your organization, give them the right roles, and remove them without leaving broken shared tooling behind.

Where to find it: Members & Roles → People

You need the Manage members permission (member:manage) to invite people, change roles, revoke pending invites, or remove members. Anyone in the organization can see the People list.

Ways people join

Invites are the day-to-day path. Domain join and SCIM are the invite-free paths — see Provisioning members with SCIM and your domain settings under Settings → Organization / Settings → SSO.

Invite someone

1. Open Members & Roles → People.
2. Choose Invite member.
3. Enter their exact work email — the activation link is bound to that address.
4. Select at least one role (built-in or custom). People can hold several roles; permissions add up.
5. Choose Send invite.

Elaichi emails a seven-day single-use link. The dialog also shows the raw invite link once so you can copy it for chat or a ticket if email doesn’t arrive. Anyone with that link can activate the account for the invited email — treat it like a secret.

You'll know it worked when: The person appears under Pending invites until they click the link, then moves into the People list with the roles you chose.

What happens when they accept

Clicking the link proves the invited email, creates or finds their user account, accepts the invite, and starts a session — they don’t need a separate magic-link login for that first join.

Pending invites

Below the People table, Pending invites lists emails that haven’t joined yet.

There is no resend control in the UI — revoke and send a new invite if the link expired or was lost.

Change someone’s roles

1. Find the person in the People list.
2. Open the roles control on their row.
3. Tick or untick roles. Changes apply immediately — including to people who are already signed in.

Member is the usual default for new joiners. Prefer starting narrow and adding permissions later rather than assigning Org Admin broadly. See Roles and permissions for the full catalog.

People can also belong to teams (shown on the same row). Team membership is managed under Members & Roles → Teams, not on the invite dialog.

Remove a member

Removing someone immediately cuts their access to the organization. Before that finishes, Elaichi runs an offboarding check on every personal connection they own.

1. Open the row menu → Remove from organization.
2. Review each personal connection:
   • Connections used by shared toolboxes are flagged Used by shared toolboxes.
   • Connections nothing else depends on are listed without that flag.
3. Choose an action per connection (defaults are chosen for you — change them before confirming):

4. Confirm Remove member.

If a referenced personal connection isn’t resolved, removal is refused until you transfer or delete it. Unreferenced personal connections you leave on Delete are cleaned up with the member. Credentials move with a transfer — toolboxes that already used the connection keep working.

You can’t remove yourself from the People list. The last Org Owner can’t be removed or demoted until someone else is an Owner.

For the full transfer flow outside of removal, see Transfer and offboard.

Good to know

• Invites require member:manage. Role assignment and removal use the same permission.
• An organization always keeps at least one Org Owner.
• New joiners via domain or SCIM (with no group mapping) get Member unless you configure another default.
• After someone joins, add them to teams under Teams so shared connections and toolbox shares reach them as a group.

Related

• Accept an invite
• Roles and permissions
• Organize people into teams
• Transfer and offboard
• Provisioning members with SCIM