Managing users

How to add a new user to your organization

1. Navigate to Settings and All members (under Organization)

2. Click on "+ Invite" on the right side of your screen

3. Enter email addresses (comma-separated or one per line)

4. Select an organization role:

   • Organization Viewer: Most users (gives public workspace visibility)

   • Organization Admin: Platform administrators only

     *Or any custom role you created

5. Choose workspace and role:

   • Select which workspace to invite them to

   • Assign appropriate workspace role based on their responsibilities

6. And click on "send invite"

And you're done! The users you invited will receive an email with some setup instructions. Soon, they'll be a part of your Journey Management system.

How to add existing users to a workspace

1. Go to Settings and Workspaces.

2. Select the workspace you want to add a user to.

3. You’ll be directed to the Workspace Details page. From the menu, click Workspace members.

4. Toggle Include uninvited users (top right).

   • This shows all users in your organization who aren’t yet in this workspace.

5. Use the search bar to find the user by name or email.

6. Under the Workspace role column, select the role you want to assign.

   • The change is saved automatically — no need to click “Save.”