🧑‍🤝‍🧑Manage People

Admins and Owners can manage the people in an Organization.

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

People Management

The People screen shows how many people are in the Account across all teams, compared to the total seats set in your Billing.

From here you can add and remove people from the account, or change people's account roles.

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 Billing and Admin controls.

Admin

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

Member

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

Guests

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

Invite people

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

Invite by email

Any member, Admin or Owner can invite others by email. The recipients will receive an invite in their inbox to join a Team in your Organization.

Invite Link

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

Removing People From The Organization

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

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-invited.

Appointing other Admins / Owners

Owners & Admins can promote other people in the Organization to Admin or Owner.

Owners and Admins can also demote any other Admin to a regular Team Member.

Invite Approvals

(Enterprise plans only)

For customers on Enterprise plans that have not integrated their Single Sign On provider, Organization Owners and Admins can enable an Invite Approval process, from the People Management screen.

• Turn on "Require admin approval for invites":

• This feature implements an admin approval process on all new invites sent by members.

• Members can invite other people to their team from the dashboard, entering their email address:

• When a member tries to send an invite to someone that is not already in the Account, Admins will receive an email notifying them that a new invite has been requested:

• The Admins / Owners can approve or reject invite requests from the Invites tab in the People Management screen:

• Reject an Invite Request: if an invite is rejected, the original inviter is sent an email to inform them of the rejection, and the invite status is set to rejected. The invited person does not receive an email.

• Approve an Invite Request: when an invite is approved, an invite email will be sent to the invited person, inviting them to the Organization Account. This invite expires in 14 days.

• If an invitee does not yet have an user account they will need to register before joining the team.

Please Note

• When Invite Approvals are enabled, members can invite others by email only. Inviting new people with a link is disabled.

• Note - no approval step is required when an Owner or Admin invites a new member.

• If you are using Invite Approvals, we recommend turning off the Access Controls whitelist that allows users to automatically join the account if they are logged in with the correct email domains when they join a board.

• If you have integrated your Single Sign On provider with Metro Retro, this will override Invite Approvals, so we recommend turning off Invite Approvals to avoid confusion.