🧑🤝🧑Manage People
Last updated
Last updated
Admins and Owners can manage the members of an organization.
Click the settings icon in the bottom left of the dashboard UI to get to the Admin area.
There are four roles in Metro Retro. The Owner has the most permissions, Guest has the least:
The Owner is the top-dog role. They have all the powers of an Admin and Team Member, but are the only role that can manage Billing.
Admins can manage the people, workspaces, & security settings of your Organization space, but not Billing settings. They also have all the functionality of a Team Member.
This is the standard role in Metro Retro for team members. Members can participate on all boards, run meetings, as well as create their own workspaces & boards.
Guests can only access the boards they are invited to. They cannot access the team dashboard or workspaces, but do get a Guest dashboard that shows the boards they have previously visited in the Account.
Invite by email
Any member, Admin or Owner can invite others by email. The recipients will receive an invite in their inbox to join your organization space. Depending on your organization access security settings, you may need Admins to approve the request first.
Invite Link
Admins and Owners can generate an invite link to share with others, instantly adding them to the Account.
To remove a user from your Organization, find their user entry in the list displayed in the People Admin section, and click 'Remove Person'. This removes their access to the Organization and all content within. The workspaces, folders and boards they created will still be available for others in the Organization to use.
Removing a person from an Organization does not delete their user account.
If a person was removed accidentally from the Organization, they can be re-added.
Admins can promote other people in the Organization to Admin.
Admins can also demote any other Admin (including themselves) to a regular Team Member or Guest.
Change a person's role by using the 3-dot menu on a team members name in the 'people' list of your organization.
