Settings & integrations
Invite and manage organization members
Invite users to a Secorvia organization, review roles and invitation state, and remove access when a member leaves.
Reviewed
Before you start
You need organization permissions to manage members. Confirm the organization before inviting someone or changing access.
Review the member list
Open Organization Users. Check Name, Email, Role, Status, and Joined for current members. Use the correct organization so invitations do not grant access to the wrong environment.
Invite a colleague
Choose Invite user and complete the invitation form, selecting the appropriate available role. The recipient receives a link to set their own password; a password is not sent directly.
Verify activation and role
Check the invitation/member status after the recipient follows the activation link. Have them sign in and verify that the features available match their intended responsibilities.
Cancel an invitation or remove membership
Use Cancel invitation for a pending invitation or Remove for a member whose access should end. Review the confirmation carefully and check the member’s operational responsibilities before removing access.
Where you are now
Your organization has the intended members and roles, with invitations tracked through activation.
WHEN SOMETHING LOOKS OFF
A few things to check
The invitee cannot activate
Check the email address and resend an invitation when the activation link is missing or unusable.
A feature is unavailable to a member
Review role permissions and the organization’s feature entitlement before assuming the account is broken.
PUT IT INTO PRACTICE
Make your next move in Secorvia.
Open the app and follow along with your own organization.