Invite members and choose roles

Add people to the business account, then give them access to the workspaces they need. Choose an administrator role only for someone who should manage that area.

Add an organization member

Open your organization’s Admin area and choose Members.
Choose Add member.
Enter the person’s email address and select User or Admin for the organization role.
Choose Add member to submit.

Existing eligible PersonaStack accounts can be added immediately. Other people receive an email invitation. Review the member list and Pending Invites to see what happened.

The first person who completes business signup is its first administrator. You can add another administrator later and change roles as your team changes.

Grant direct workspace access

Select the workspace in the sidebar.
Open that workspace’s Admin area, then Members.
Choose Invite user.
Enter the email address. Select Member or Admin for the workspace role.
Submit and check the resulting member or invitation entry.

People in the same organization may be added immediately. Other people receive an invitation. Workspace administration and organization administration are separate roles. Choose the role at the level where you intend to grant control.

Help someone accept an invitation

Ask the recipient to open the invitation email and sign in with the invited address. If they use a different account, they may not be able to accept it.

Use Resend for an active invitation that has not arrived. Revoke an invitation that should no longer be used. An expired organization invitation needs a new member-add submission.

Hand administration to someone else

Make the replacement an administrator first. Confirm that they can access the required area before changing your own role. In organization Members, use Change role. In workspace Members, use Edit role.

If a change removes the current billing contact’s administrator access, the app may require a replacement contact. Choose an active administrator as directed. If the change is rejected, read the displayed reason instead of removing more members to work around it.

Remove access at the right level

Use the removal control in the member list and review the confirmation. Removing direct workspace membership and removing organization membership affect different scopes. Review the person’s remaining roles when access needs to end.

For automatic enrollment through a company email domain, see domains and sign-in.

Need a hand? Contact the PersonaStack team.