Inviting and managing users

You add people to a workspace by inviting their work email address with a role. You change a member's role from the Policies page.

Updated 08 Nov 20261 min read

#Inviting a user

Required permissions: Manage users (MANAGE_USERS).

  1. Open Users and select Invite User. You can also invite from Policies › Users.
  2. Enter the person's work email address.
  3. Select the role they will hold in this workspace.
  4. Send the invitation.

The person signs in with SQRL Identity using that email address and accepts the invitation. Before they can sign anything, they set up a signing profile.

You can see invitations that have not been accepted yet on the Users page.

#Adding an existing member of your organisation

A user who already belongs to your organisation can be added to another workspace directly, without a new invitation, by a holder of Manage workspace.

#Changing a member's role

Required permissions: Manage workspace (MANAGE_WORKSPACE).

  1. Open Policies › Users.
  2. Find the member and select Edit.
  3. Select the new role and save.

#Removing a member

A holder of Manage users removes a member from a workspace. Removing a member ends their access to that workspace. It does not remove their keys from any vault.

warning:

Check vault thresholds first

If the member is a signer on a vault, confirm that the remaining signers can still meet the vault's threshold. A 2-of-3 vault that loses a signer has no redundancy left. Vault signers are fixed at creation, so plan signer changes as a governance step.

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