Members

Members are the people who can sign in to an Engage organisation. Each has a role and a set of permissions, and moves between four states: invited, active, inactive, and deleted. The Members page holds one tab per state.

Before you begin

• You have the permission for the action. Viewing members, inviting, updating, and deleting are separate permissions, and a control you lack the permission for is disabled with a tooltip such as You don't have the access to invite user.
• The person's email address. Invitations are sent by email.

Open the members page

Select Settings > Members. The page opens on the Active tab; Invited, Inactive, and Deleted sit beside it. Search users filters the current tab.

Roles

Role	Meaning
Admin	Full access, including creating teams and managing SSO customisation. Permissions are shown read-only.
User	An organisation member whose access is set by the permissions granted on their profile and teams.
Client	A member of a tenant organisation rather than the default organisation.

Invite a member

1. Select Invite Member.
2. In Select Role, choose the role every invitee in this batch will have.
3. In Add Emails, enter one or more addresses.
4. Select Invite.

Engage confirms with User(s) invited successfully! and the addresses appear on the Invited tab.

Manage an invitation

Each row on the Invited tab has three Invitation actions:

Action	Effect
Copy	Copies the invite link. Engage confirms with Invite link copied to clipboard!
Resend	Sends the invitation again. Engage confirms with Invitation resent successfully!
Delete	Asks Are you sure you want to delete this invitation? and revokes it on Delete

Edit a member

1. On the Active tab, open the row's action menu and select Edit member.
2. Change the role if needed.
3. Under Organization Permissions, select the permissions to grant. Search Permissions filters the list, and the quick menu grants a preset: View Access, Edit Access, or Admin Access.
4. Select Update.

Engage confirms with User details and permissions updated successfully!. An administrator's permissions are shown but cannot be edited. You cannot open the action menu on your own row.

Deactivate, delete, and restore

Action	Where	What happens
Deactivate member	Active tab action menu	The Deactivate Member dialog explains that access is paused and can be restored from the Inactive tab. Confirm with Deactivate; Engage reports Member deactivated successfully!
Activate Member	Inactive tab, row action	Confirm in Reactivate Member Confirmation; Engage reports Member re-activated successfully!
Delete Member	Active tab action menu	The Delete Member dialog warns that the person's access is revoked and everything they created is deleted. Confirm with Delete; Engage reports Member deleted successfully!
Restore Member	Deleted tab action	Confirm in Restore Member Confirmation; Engage reports User restored successfully

Deactivating is reversible and keeps the member's work. Deleting is not the same operation as deactivating: read the dialog before confirming.

How you know it worked

The member appears on the tab that matches their new state, with their Email and Role. Active members also show First Name, Last Name, and Last Active.

When it does not work

Symptom	Cause	What to do
Invite Member is disabled	You lack the invite permission	Ask an administrator to invite the person, or to grant you the permission
A tab shows You don't have the access to view users	You lack the view permission	Ask an administrator
Please provide valid emails and a role to invite.	An address is malformed, or no role is selected	Correct the address and choose a role
The invite reports an address already in the organisation	The person is already a member or already invited	Use Resend on the Invited tab instead
Failed to deactivate user or Failed to delete user	The request did not complete	Try again; if it persists, check the member's state on the other tabs

Next steps

Group members with shared responsibilities into a team: Teams.