Metro Retro Help
  • ๐Ÿ‘‹Welcome
  • Getting Started
    • ๐Ÿ˜Migrating from V2?
    • ๐ŸฅณLearn The Basics
    • ๐ŸคฉRunning Your First Session
  • Boards
    • ๐ŸŽฏBoards Overview
    • ๐Ÿ—๏ธCreate a board
    • ๐Ÿ•น๏ธDesign & Meeting Mode
    • ๐ŸงฐThe Toolbar
    • ๐ŸŽจCustomizing Your Board
    • ๐ŸคShare your board
    • โœ…Actions
    • ๐Ÿ’ฌMentions
    • ๐Ÿ””Notifications
    • โฐHow to set the timer
    • ๐Ÿ˜ŽHide & Show Sticky Notes
    • ๐Ÿ‘Voting
    • ๐Ÿ•น๏ธHost controls
    • ๐ŸŽซJira Integration
    • ๐Ÿ“ฅImport data to your boards
    • ๐Ÿ”’Locking the layout
    • ๐Ÿท๏ธTags
    • ๐Ÿ“คExport your board
    • ๐ŸงชBeta Features
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    • ๐ŸŽฏDashboard Overview
    • ๐Ÿ—‚๏ธBoards
    • โœ…Action Items
    • โญTeams and Members
  • ๐ŸคฉTemplates
    • ๐ŸŽฏTemplates Overview
    • ๐Ÿ—ƒ๏ธTemplate Library
    • ๐Ÿ–Œ๏ธCustom Templates
  • Management
    • ๐Ÿค“Admins
    • ๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘Manage People
    • ๐ŸคผManage Teams
    • Manage Boards
    • ๐Ÿ”Security & Access Control
    • ๐Ÿ”‘Single Sign-On
      • ๐Ÿ“˜Azure Integration
      • ๐Ÿ“•Google Integration
      • ๐Ÿ““Okta Integration
    • ๐Ÿ’ŒInvite and Access Approvals
    • ๐Ÿ“”Billing & Subscription
  • Plans
    • ๐ŸŽฏPlans Overview
    • โŒ›Legacy Plans
      • Pro Plan
      • Business Plan
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  • Product
    • ๐Ÿš€Release Notes
  • Technical
    • ๐Ÿค–Technical Overview
  • Help
    • ๐Ÿค”FAQs
      • General FAQS
      • "How-To" FAQs
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    • ๐ŸŽนKeyboard Shortcuts
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On this page
  • People & Seats
  • Roles
  • Invite people
  • Removing people from the Organization
  • Appointing other Admins

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  1. Management

Manage People

PreviousAdminsNextManage Teams

Last updated 1 month ago

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can manage the people in an Organization.

Click the Organization Settings in the left menu or go directly to .

People & Seats

The People screen shows how many people are in the Account compared to the total seats set by your Billing.

Roles

There are four Account roles in Metro Retro - Owner, Admin, Member, Guest. The Owner has the most permissions, Guest has the least. Any number of people can be assigned to each role (within your billing limits).

Owner:

The top-dog role with all permissions. They have access to all Admin controls and functionality.

Admin

Admins have access to all admin functionality except Billing. This means they can manage People, Teams, Boards, Access Control, SSO. Like Owners, they also have all the functionality of a Team Member.

Member

This is the standard role in Metro Retro. Most of your team will be this role. Members can join teams, create and participate on boards, run meetings... all the standard stuff.

Guests

Guests are external to the Organization space. They can only access the individual boards they are invited to. They cannot access the team dashboard or workspaces.

Invite people

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.

Invite Link

Admins and Owners can generate an invite link to share with others, instantly adding them to the Account.

Removing people from the Organization

Removing a person from an Organization does not delete their user account. The user will need to delete their own user account.

If a person was removed accidentally from the Organization, they can be re-added.

Appointing other Admins

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.

Anyone can be invited to join the Organization, but your or settings will prevent unwanted visitors.

To remove a user from your Organization, find their user in the , and click 'Remove Person'. This removes their access to the Organization and all content within. The teams, folders and boards they created or particiapted on will still be available for others in the Organization to use.

๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘
Access Control
SSO
People Admin section
Admins and Owners
People Management
Send invites by email or use an invite link