User Management
Manage your team members and their access to Elevale.
Inviting Users
Add new team members to your organization:
Go to Workspace Settings → Team Management (`/workspace/settings?tab=teams`)
Click Invite Member
Enter email address
Select role (Admin, Editor, or Viewer)
Add to workspaces
Add personal message (optional)
Click Send Invitation
The user will receive an email invitation to join.
Managing Invitations
Pending Invitations
View and manage pending invitations:
See who has been invited
Check invitation status
Resend invitations
Cancel invitations
Invitation Expiry
Invitations expire after 30 days. Resend if needed.
Editing User Details
Update user information:
Go to Workspace Settings → Team Management (`/workspace/settings?tab=teams`)
Find the user
Click Edit
Update fields:
Name
Email
Role
Department
Job title
Workspace access
Save changes
Changing Roles
To change a user role:
Go to Workspace Settings → Team Management (`/workspace/settings?tab=teams`)
Find the user
Click Edit
Select new role from dropdown
Confirm change
Save
Changes take effect immediately.
Workspace Assignment
Add or remove users from workspaces:
Adding to Workspace
Go to user profile
Click Manage Workspaces
Select workspaces to add
Save
Removing from Workspace
Go to user profile
Click Manage Workspaces
Deselect workspaces to remove
Confirm (their data remains)
Save
Deactivating Users
Temporarily disable access without removing:
Go to Workspace Settings → Team Management (`/workspace/settings?tab=teams`)
Find the user
Click Deactivate
Confirm
Deactivated users:
Cannot log in
Retain all data
Can be reactivated
Do not count toward billing
Removing Users
Permanently remove a user from the organization:
Go to Workspace Settings → Team Management (`/workspace/settings?tab=teams`)
Find the user
Click Remove
Reassign their tasks and OKRs
Confirm removal
Important:
User loses all access
Historical data is preserved
Cannot be undone
Must be re-invited to return
Bulk Operations
Perform actions on multiple users:
Bulk Invite
Upload CSV with email addresses
Set default role
Assign to workspaces
Send all invitations
Bulk Update
Select multiple users
Change role
Add to workspaces
Apply changes
User Activity
Monitor user activity:
Last login date
Active sessions
Recent actions
Task completion
Contribution metrics
Best Practices
Invite users with appropriate roles
Review user list regularly
Remove access when people leave
Use deactivate for temporary leave
Keep user information current
Monitor inactive users
Document offboarding process
Offboarding Checklist
When someone leaves:
Reassign their tasks
Transfer OKR ownership
Export their work if needed
Remove from workspaces
Deactivate or remove account
Document handoff
Manage your team effectively! 👤