How to Add or Remove a User from an Organisation

WebYes allows you to add multiple users to your organisation, enabling team collaboration and streamlined access. In this guide, we’ll walk you through how to add or remove users as needed.

How to Add a User to an Organisation

Step 1: From the WebYes Dashboard, click on the profile icon in the top-right corner and select Account settings.

Step 2: Click the Add user button.

Step 3: In the modal, enter the user’s email address, select the organisation, and choose the appropriate role to assign. Finally, click the Invite user button.

After you send the invite, the new user will appear in your organisation’s team member list with a “Pending” status until they accept the invitation email.

How to Remove a User from an Organisation

Step 1: From the WebYes Dashboard, click on the profile icon in the top-right corner and select Account settings.

Step 2: Locate the organisation where the user whose role you want to change is listed.

Step 3: Click the bin icon next to the user who you wish to remove.

Step 4: In the modal, click the Delete button to remove the user from the organisation.

Related FAQs

Is there a limit to the number of users you can add to an organisation?

No, there is currently no limit on the number of users you can add to an organisation.

Can I change the role of a user?

Yes, if you’re an admin, you can change the roles of users in your organisation. Account owners have the ability to change the role of any user across all organisations. Read our guide on how to change the role of a user for detailed steps.

Can I re-invite a user I’ve already removed?

Yes, you can re-invite a user you previously removed. If you need guidance, refer to the steps above on adding a user to your organisation.