As an Admin, how do I add or remove Members to my organization?

From anywhere in the application, go to the Admin Panel Dropdown and select Accounts. If you are a member of more than one organization and already not defaulted, select the intended organization and select View. You should now see a list of your Organization's Users and Roles. Below this list is a Invite A User button. Once clicked, it should open a new field for the new user's details and the intended role for this user. After you have entered the required information, click Send Invitation. You may want to inform this prospective colleague that the invitation should be waiting for them and to check spam filter if is not visible within a couple of minutes.

How do I promote my organization's Member users to Admin (and vice versa)?

From anywhere in the application, go to the Admin Panel Dropdown and select Accounts. If you are a member of more than one organization and already not defaulted, select the intended organization and select View. You should now see a list of your Organization's Users and Roles. To the right of each is an Edit link. Click it next to the user you intend to promote or demote. A new screen will appear, allowing you to adjust their role. Save once complete and the new permission level should take effect immediately.

How do I delete a user from my organization?

Important: Please be aware before deleting a user, any tasks assigned to them - including those in active running Flows - will not be automatically reassigned and will need to be managed.

As with previous user changes, from anywhere in the application, go to the Admin Panel Dropdown and select Accounts. If you are a member of more than one organization and already not defaulted, select the intended organization and select View. You should now see a list of your Organization's Users and Roles. To the right of each is an Edit link. Click it next to the user you intend to delete. A new screen will appear, with a delete button on the right side which will remove the user from your Organization. If you decide to reactivate their account, you may do so by following the 'add members' instructions above.