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How to add organization members

Organization owners can invite colleagues to the client portal, and edit, delete or restore them.

Written by Gabriel Lecointere

Who this is for: clients who own an organization in their agency's portal and want to give colleagues their own login. If you run the portal (agency admin), see For agency admins at the end.

Owner and members

Every organization has one owner. Only the owner sees the Organization page in the sidebar, so only the owner can add, edit and delete members.

Members log in with their own email and password and work in the same organization. By default they see the organization's requests and invoices, just like the owner. Your agency decides what clients can do with the client permissions, for example Access all requests and Access invoices. If Access all requests is off, each person only sees the requests they created.

How to add a member

  1. In the sidebar, click Organization. The Organization members page lists everyone in your organization.

  2. Click Add members in the top right corner.

    Organization members page with the Organization item and the Add members button highlighted

  3. In the Add new member window, enter the person's Name and Email address. If your agency collects phone numbers, you also see a Phone number field.

    Add new member window with Name, Email address and Phone number fields

  4. Click Create.

The new member gets an invitation email to activate their account and set a password.

Edit, delete or restore a member

  • Edit: click the three dots next to a member, then Edit. You can change their name and email address.

  • Delete: click the three dots, then Delete, and confirm. The person can no longer log in.

  • Restore: open Filters, turn on Include deleted users, then click the three dots next to the deleted member and choose Restore.

Member actions menu with Edit and Delete

You can't remove yourself as the owner from this page. To hand the organization over to someone else, ask your agency.

For agency admins

You can add members to any client organization yourself:

  1. Go to Users > Clients and open the Organizations tab.

  2. Open the organization and click the Members tab.

  3. Click Add members, fill in the details and click Create.

Organization details page with the Members tab and the Add members button highlighted

FAQ

The email is already taken. What now?

Each email address can belong to only one person in the portal. If that person was deleted before, the window offers Restore client instead. Otherwise, ask your agency to move them with Change organization.

I don't see Organization in my sidebar.

Only the organization owner sees it. Ask the owner, or your agency, to add the person for you.

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