User Management
Manage workspace members and their access to Elevale. Invite users, update roles, handle pending invitations, and offboard people who leave.
Who this is for
Workspace admins with Team Management access.
Before you start
You are a workspace admin.
A list of email addresses and intended roles for new members.
Steps
Open Workspace Settings and the Team Management tab.
To invite someone, click Invite Member, enter their email, select a role (Admin, Editor, or Viewer), and click Send Invitation.
Review pending invitations in the same tab. Resend or cancel invitations as needed. Invitations expire after 30 days.
When a member joins, confirm their name, role, and status appear in the Team Members table.
To update a member, open their row actions and choose Edit. Update name, email, role, position, or job details, then save.
Role changes take effect immediately. Use custom role templates on Professional+ when you need finer permissions.
To deactivate a member temporarily, use Deactivate. They cannot sign in but their data is retained and they do not count toward seat billing.
To remove a member, use Remove, reassign their tasks and OKRs, then confirm. Removal cannot be undone; they must be re-invited to return.
What you should see
Active members show the correct roles. Pending invitations are visible until accepted or revoked. Former members lose access while historical data stays in the workspace.
Troubleshooting
Invite Member is disabled Confirm you are an admin and not in a demo workspace. Check seat availability on the Billing tab.
Cannot change a member role Only admins can edit roles. Workspace owners may have extra restrictions on certain accounts.
Removed user still appears in mentions Historical mentions stay on old content. Reassign open tasks and OKRs before removal.
Common questions
What is the difference between deactivate and remove?
Deactivate blocks sign-in temporarily and excludes the member from billing. Remove ends workspace access permanently.
Can I invite multiple people at once?
Enter multiple emails in the Invite Member dialog. Each invitee receives their own invitation link.
Where do I manage sessions for a user?
Open Workspace Settings  Sessions to review active sessions workspace-wide.
How do custom roles affect KPIs and dashboards?
Custom role templates on Professional+ can grant or restrict KPI Read and Dashboard Read for specific members. Base-role KPI and dashboard access is set under KPIs & Dashboards  Settings. See KPI Dashboards for details.