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Members

To manage your organization members... click here.

Within this section, you can view and edit the membership of your organization. Each member will appear in the table, together with a context menu that provides options for contacting them.

Members with elevated permissions can also change a member's role, delete a member, or add a new member to the organization.

Roles and permissions

Heavana supports two different roles for members:

  • Employee.
  • Manager.

These roles are largely the same, however to perform the following actions, a member requires the "Manager" role:

  • Change the organization's profile & logo.
  • Change the organization's membership.
  • Change the organization's subscription.
  • Delete the organization.

Security

Unless an organization member needs to be able to perform the actions listed above, they should be assigned the "Employee" role.

Add a new member

To add a new member to your organization, click the "Create user" link in the sidebar. Then, in the pop-up, provide the following information:

  • The full name of the member.
  • The (work) email address of the member.
  • The role that the member should possess.

The member will then receive an email with a link that will allow them to complete their account setup process.

Change a member's role

To change the role of a member, click the "Change role" option in the context menu associated with the member. Then, in the pop-up form, confirm that the chosen member is correct and select a new role.

The member's role will be changed immediately. No further verification process is required to complete the change.

Delete a member

To remove a member from the organization, click the "Delete member" option in the context menu associated with the member.

You will be prompted to confirm this action.

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