You need to be an Owner or Admin to manage the users of your organization. This will be indicated by a green shield icon next to your Organization name in the sidebar.
Caddi allows you to centrally manage access to shared resources and billing using Organizations. The preferences for your organization will appear in the Settings Page if you have the appropriate permissions as noted above.
Inviting Users to your Organization
To add a user to your organization, you can send them an invite by clicking the "Invite Member" button from the Team Members page of your settings panel.
2. You will be prompted to provide a First Name, Last Name, and Email Address for the user. This email address will have to match the email they register with.
If you provide an email address with a domain that does not match the one you registered with, you will be shown the following warning
3. You will be able to see and manage all pending invitations in the Team Members settings panel
Accepting Invitations
The invitee will receive an email notifying them that they are invited to join your organization. Clicking the link will allow them to join your organization, either creating a new account or using their existing account (as long as it does not already belong to a different organization).
They can also join by inputting the code in the email after registering in the Organization Setup page
Cancelling Invitations
Clicking the red "-" icon in the Actions column will cancel the pending invitation.
The user will not be notified of this action and will be shown an error if they attempt to join with the existing code.
Invitations can be resent with the Invite process above to the same email address if the cancellation needs to be reversed.
Managing Existing Users
Changing a User's Role
To change a user to an Owner, Admin, or Member, click the green pencil icon.
2. This will pop up a dialogue allowing you to change the user's role, as well as transfer ownership.
Removing a User
Click the red "-" icon to initiate the removal of a user.
2. You will be asked to confirm the removal, once you click Remove Member the action is not reversible.
