🧑‍🤝‍🧑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 & 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

Send invites by email or use an invite link

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 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

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 particiapted 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-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.