Manage organization users

Organization-level user management is where you control who has access to your Mod AI platform. From here you invite new users, see everyone across all entities, and remove users entirely.

Organization Members page in the three-tier settings nav.

note

Only organization Administrators can manage organization-level users.

Organization vs. entity users

Mod AI has two layers of user management.

• Organization-level. Every user exists at the organization level first, with a primary role of Administrator or Member. That sets their base access to the platform.
• Entity-level. Users are then added to specific entities and assigned an entity role: Administrator, Controller, AP Specialist, Approver, or Auditor. The same user can hold different entity roles in different entities.

The organization is the front door. Entities are the rooms inside. A user must be invited to the organization before they can be added to any entity.

Invite a user

1. In the top-right corner of any page, click your avatar, then Settings in the menu.
2. In the left-hand Settings nav, under the Organization tier (the middle group), click Members. The Members page loads with three tabs at the top: Active members, Pending invitations, Suspended.
3. In the top-right of the Members page, click the purple Invite user button.
4. The Invite user dialog opens. In the Email field, type the new user's email address (it must be the exact address they will log in with).
5. Below the email, pick a primary role from a dropdown or radio buttons:
   • Administrator — can access organization settings and manage other users.
   • Member — standard access. Must be added to specific entities to reach data.
6. Click the primary Send invitation button at the bottom-right of the dialog.

The user receives an email with a link to set up their account. Once they accept and pick a password, they can log in. See Accepting an Invitation.

tip

After inviting at the organization level, remember to add them to the entities they need to work in. See Managing Users (Entity).

View all users

The organization users list shows every user in your platform.

• Name and email.
• Primary role (Administrator or Member).
• Status (Active, Invited, Deactivated).
• Which entities they belong to.

Remove a user

1. Navigate to Members as described above (avatar → Settings → Organization → Members).
2. Use the search field at the top of the Members list to find the user by name or email; the list filters as you type.
3. Click the row of the user you want to remove. The user's detail panel opens.
4. In the detail panel, look for a Remove user or Suspend access action. Click it.
5. A confirmation dialog opens warning that the user loses access to every entity. Read it and click the primary confirm button to complete the removal.

warning

Removing a user from the organization removes them from every entity. They lose access to every company in your platform. To remove a user from one entity but keep them in others, use entity user management.

Related

• Managing Users (Entity)
• Accepting an Invitation
• Roles and Permissions