User Management

This article outlines how to manage members in your workspace.

Table of Contents

1. Member Settings
2. Adding Members
3. Removing Members
4. Assigning Managers
5. Roles & Permissions

Members Settings

All users in your Accord workspace (called "Members") can be managed in the Member Settings page.

To navigate to Member Settings, simply:

1. Click your avatar/initials in the bottom-right hand corner of Accord
2. Click "Settings"
3. Click "Members"

Adding Members

To add a new Member you'll need to enter some basic information:

After a Member is invited, they'll receive the following invite:

If a user from your organization is added to any Accord, a Member profile will be created for them and they will also appear on the Members list. 

Removing Members

To remove a Member in your workspace, click the "🗑️" icon in the Actions column of the Member Settings page:

When a Member is removed from your Accord workspace, none of the Accords that they are the Point Person of, nor any Playbook or Library data that they were associated with will be deleted.

The user will simply be removed from any Accords or Playbooks they were managing.

Assigning Managers 

On the right side of the Members table, you'll notice a column titled Manager. You can assign a front-line manager to any Member in your Accord workspace.

This will give your team the ability to filter for Accords that are owned by a specific manager, or a collection of managers:

Roles & Permissions

Permissions are under the Role column. By default each Member is assigned the User role. If needed, they can be upgraded to Admin. 

For more information on permissions check out User Permissions.