Managing users in your organization

In Vani, you can manage all users in your organization from a single place. This includes inviting users, updating roles, and controlling who can access your organization.

Accessing users in your organization

To view and manage users:

1. Go to Settings.
2. Open Org settings.
3. Click Users.

You can open Org settings from your profile menu in the top-right corner or from the Manage option under your organization name on the listing page.

Viewing users

The Users page shows all users in your organization, including their:

1. Name
2. Email address
3. Role
4. Status

All users in the organization can view this list.

Filtering users

You can filter users based on their status:

1. All users
2. Active users
3. Inactive users

Viewing invited users

Enable the Show invited users option to view users who have been invited but have not yet joined the organization.

Viewing guest users

Switch to the Guests tab to view guest users in your organization. You can also enable Show invited guests to view pending guest invites.

Searching for users

Use the search bar to quickly find users by name or email address.

Inviting users

Only organization admins can invite users to the organization.

1. Click Invite users.
2. Enter user details and send the invite.

You can also invite guest users using the dropdown option.

Changing user roles

Organization admins can update the role of other users by clicking the dropdown next to their current role.

Users in an organization can have one of the following roles:

1. Member
2. Admin
3. Super Admin
   

Note: Admins cannot change the role of the Super Admin.

Deactivating users

Admins can deactivate users to temporarily remove their access.

1. Hover over a user.
2. Click the more options icon (three dots).
3. Select Deactivate.

When a user is deactivated:

1. They cannot access the organization or its teams
2. Their data is not deleted
3. They can be reactivated later

Removing users from the organization

Admins can permanently remove users from the organization.

1. Hover over a user.
2. Click the more options icon (three dots).
3. Select Remove from organization.

Once removed:

1. The user loses access to the organization
2. They will need to be invited again to rejoin
   

Where to go next

1. Managing users in your organization
2. Switching between teams
3. Organization roles and privileges

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