Manage Members

Invite, edit, and remove members, assign roles, and handle join requests for your Mezmo organization’s team.

Each Mezmo Organization allows for a certain number of users determined by your plan. Users who join your Mezmo Organization are called Members, and collectively they are your Team.

Organization administrators can:

• Add and remove Organization members
• Assign roles and privileges to members
• Limit each member’s access to Mezmo resources
• Decide how Mezmo users can discover and join your Organization
• Toggle different methods of signing into your Organization

Members

The Members screen shows each Mezmo Organization member with their email and roles. The Roles column shows a role-name badge for each role a member holds, and the owner shows an Owner badge. You can also see how many people your plan lets you have on your team.

Members page showing a list of members in the organization along with filters and an Invite Members button.

Invite Members

When you invite a member, Mezmo sends an email invitation to the address provided prompting the user to either create a Mezmo account or sign in using SSO.

To add a member:

1. Go to Members and click Invite Member.
2. Enter the email address.
3. Select one or more roles from the roles selector. At least one role is required. The default role is Basic, and you can’t select the Owner role.
4. Click Invite Member to send the invitation.

Edit a Member

The same modal handles inviting and editing members. Open the edit view from the inline Edit (pencil) action on the member row. You can edit a member at any time, including while they have an outstanding invitation.

The email address is read-only when editing. Change a member’s roles through the roles selector. At least one role is required to save.

Remove a Member

To remove a member from your Organization, click Remove on the member row. This won’t delete the user’s account, but it revokes their membership to your Organization.

Manage Join Requests

If your Organization is discoverable, users who aren’t currently members of your Organization can ask to join it. When this happens, the email addresses configured to receive join request notifications will receive an email with links to either approve or deny the request. You can also use the Join Requests screen to review outstanding requests.