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On Premises
Manage People
Click the settings icon at the bottom left of the dashboard UI to get to the Admin area.
Admins can manage roles and access to the Account and Workspaces.
Managing people in the Organization
Roles
There are four roles available. Owner has the most permissions, Viewer has the least:
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Owners, Admin, Members and Viewers in People Management
Owner
This is the top-dog role. They have all the powers of an Admin, and they can also manage Billing.
Admin
Admins can manage the people, workspaces, & security settings of your Organization space.
Member
This is the standard role in Metro Retro for team members. Members can participate on all boards, as well as create their own workspaces & boards.
Viewer
Viewers are a read-only role. They can access all workspaces and boards they are invited to, but they cannot create anything or use tools to participate on boards. Viewers are free of charge.
You can upgrade a Viewer to a member role if there are seats available.
Guests
Guests are external collaborators from outside the Organization space, and can only access the board they are invited to. They cannot access the dashboard or workspaces. They are not displayed in the People section, their access has to be managed from inside the board(s) they have been invited to.
Invite people to the Account
Invite colleagues by email or generate an invite link
Invite Link
Generate an invite link to share with others, instantly adding them to the Account.
The invite link has optional time and domain security, and you can include workspace invites.
Invite by email
Enter an email and press the
Return key to add emails to an invite list and then click 'Send invites'! The recipients will receive an invite in their inbox to join your organization space.Removing people from the Organization
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. Instead they become a free version user by default, and continue to use the v1 dashboard and boards.
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 Organization Member.
Last modified 1mo ago