Organization users

Organization users can access data and use features depending on their role.

User roles

A user can be an Administrator or a Member.

The table lists the permissions of each role:

	Member	Administrator
View all workspaces1
Add workspaces
Edit workspaces2
Delete workspaces3
View organization users
Invite users
Assign roles to users
Set time limit for user access4
Edit user details
Delete users
View consumption reports
Download consumption reports

¹Including workspaces where the user doesn’t have access
²Requires administrator access to the workspace
³Contact your Synerise Partner or Support representative
⁴This only affects access to the organization. The user can still access the Synerise Portal and workspaces.

User list

To see the user list:

1. Sign in to Synerise.

2. Enter an organization.
   If you can’t see any organizations next to the workspace list, it means you don’t have access to an organization.

3. Go to Organization users.
   Result: The user list opens.

   

4. To filter the list by status, select one of the statuses on the left:

   • Active: users who accepted the invitation and joined the organization.
   • Expired: users whose access period ended.
   • Pending: users who received an invitation and didn’t react to it.
   • Rejected: users who rejected an invitation.

5. To sort the list, click a column name and select the sorting direction.

6. To search for users, click the magnifying glass in the upper-right corner of the list and type in a query.
   You can search by user names, last names, and emails.

User details

You can view and edit (as an admin) the details of users in the organization.

1. In the user list, click a user.
   Result: The user’s details are displayed. In the Details section, you can check their personal data, status, and a list of workspaces they have access to.

   

2. If you are an Administrator, you can change the user’s access level and period:
   1. In the Role & access section, click Change.
   2. From the User role in organization dropdown list, select a role.
   3. In the Access duration (optional) field:
      • To set an expiration date, use the calendar and click Apply.
      • To remove an existing expiration date, hover your cursor over the field and click the red “Clear” button.
   4. Click Apply.

Adding users

To add a user, you need to send them an invitation.

1. To the upper-right of the user list, click Invite user.
2. In the pop-up that opens:
   1. Enter the user’s email.
   2. Select the user’s role.
   3. Optional: Set the user’s access expiration date.
   4. To invite multiple users, click Add user.
3. Click Invite user.
   Result: The user or users receive an invitation by email. They need to click the link in the email to accept it. Alternatively, after they sign in to Synerise, they can hover their cursor over the organization and accept or reject the invitation.

Removing users

You can remove a user from the organization. If that user is active, their access will end immediately.

Removing a user from an organization DOES NOT change their access to the Synerise Portal or workspaces.

1. In the user list, to the right, click .
2. Click Remove user.
3. Confirm by clicking Yes, remove or deny by clicking Keep user.