How to add and manage team members in my Organization

This feature requires an Enterprise plan with the Workspaces feature added.

As an Organization Owner or Admin, you can invite new members to your Organization. manage their roles and permissions, and control their access to Workspaces. This article explains how to perform all member management tasks for your Organization.

In this article:

• What to know before you add and manage team members
• How to invite new team members to your Organization
• How to manage an existing member's role and access
• How to remove a member from an Organization

What to know before you add and manage team members 

• Admin Permissions: Only users with the Organization Owner or Organization Admin role can invite and manage members at the Organization level.
• Organization Roles: There are three main roles at the Organization level:
  • Organization Owner: Organization Admins can manage all users, settings, and data across the entire Organization and within all Workspaces. They are automatically made a Workspace Admin in every Workspace. Additionally, they can access billing settings.
  • Organization Admin: Organization Admins can manage all users, settings, and data across the entire Organization and within all Workspaces. They are automatically made a Workspace Admin in every Workspace.
  • Organization Member: This is the standard role for users in your Organization. An Organization Member must be assigned to at least one Workspace to access content.
• Workspace Roles: Organization Members assigned to a Workspace must have a role in that Workspace. You can read more about managing Workspace roles at:  Those roles are:
  • Admin: Can view and manage all videos, folders, people, analytics, and live events on the account.
  • Contributor Plus: Can do everything Contributor members can do, plus use advanced creation tools, and create and manage live events (depending on the team's membership plan).
  • Contributor: Can view, comment, upload, edit, share videos, and view clip analytics inside folders that have been shared with them.
  • Viewer: Can view and comment on videos that have been shared with them.
• You can manage team members individually or in bulk. To manage them in bulk, select the checkboxes to the left of each team member’s name. 

How to invite new team members to your Organization

You can invite new people to join your Organization and assign them to Workspaces in a single workflow. To do so:

1. Navigate to your Organization Settings and select the Members tab.
2. Select the Invite button in the upper-right corner.
   
3. In the modal window that appears, enter the email address of the person you wish to invite. You can add multiple emails at once (up to 10 in each batch).
4. Choose their role for the Organization:

• Organization Admin: Select this to grant them full administrative access to the entire Organization. They will automatically be added to all Workspaces as a Workspace Admin.
• Organization Member: Select this for non-Organization Admin users.
  • If you selected Organization Member, you must then add them to one or more Workspaces. Select "Add to Workspaces" and choose the desired Workspaces, along with the role they should have in each (e.g., Workspace Admin, Contributor, Viewer). Learn about Workspace member permissions at <crosslink to article>

5. Select Send invitation. The team member will receive an email prompting them to join your Organization.
6. Finally, you’ll have the optional chance to share Workspace-specific folders with the newly invited team members. 

How to manage an existing member's role and access

You can change a member's role or adjust their Workspace access at any time from the Members list. To manage an existing member’s role and access:

1. Navigate to the Members tab in your Organization Settings.
2. Find the user in the member list and select the vertical ellipses (⋮) button to the right of their name.
3. From the dropdown menu, choose one of the following options:
   • Make Organization Admin / Remove from Organization Admins: This option promotes a standard Organization Member to an Organization Admin or demotes an Organization Admin back to a standard Organization Member.
   • Manage Workspace access: This opens a new window where you can add the member to new Workspaces or remove them from Workspaces they are already in. You can also change their specific role within each Workspace from this view.
   • Turn off SSO: Activate or deactivate a user’s SSO access to your Workspace.
   • Remove from Organization: Removing a member from the Organization will revoke their access to all Workspaces and content within them.

How to remove a member from the Organization

Removing a member from the Organization will revoke their access to all Workspaces and content within them. To remove a member:

1. Navigate to the Members tab in your Organization Settings.
2. Find the user in the member list and select the vertical ellipses (⋮) button to the right of their name.
3. Select Remove from Organization.
4. A confirmation window will appear with the following message: "<Member name> will lose access to all content and Workspaces in <Organization>. Any videos added by this member to shared folders and comments added to shared videos will still be accessible to other Workspace members."
5. Select the Remove button to permanently remove the member from your Organization.