In this video, I will show you how to create and manage members in the organization. Members represent the people who can access the system, such as you company staff or employees, managers, and also freelancers.

To add a new member, click the Add Member button. You will need to enter their Email, their Name, and you have the option to enter a Nickname.

Next, search for and assign a Role and select their Department.

Click Submit to finish and then the member will receive an email to activate their account.

To modify an existing member, click the Edit Member button on their row. You can update their role, department, or name here. This allows you to change permissions without deleting their historical activity data.

If a member no longer needs access, you should Archive them. Archiving prevents them from logging in but keeps all their historical activity for auditing purposes. If you ever need to grant them access again, you can simply Restore them from the archived list.