Add or Remove a User from an Organization in WebYes
Last updated on 20 November 2024
Adding/Removing users to a website auditing tool is essential for fostering collaboration, ensuring accountability, and streamlining workflows. Controlled access improves security by limiting exposure to sensitive data, and user-specific logins provide a clear audit trail of actions. For larger teams or organizations managing multiple websites, adding users enables effective workload distribution and transparency, making it a critical feature for seamless and secure website management.
How to Add a User to an Organization
WebYes does not limit the number of users you can add to an organization. When a user is added to an organization, an email with an invite link is sent to the user. The user can click on it to join the organization by creating a new account on WebYes. For users with a WebYes account, the organization and the websites will be listed in the dashboard for them to select. Follow the steps detailed below to
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 organization, 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 organization’s team member list with a “Pending” status until they accept the invitation email.
How to Remove a User from an Organization
When a user is removed from an organization, the assigned role also gets removed. However, when their role is deleted, the user is not intimated via mail. You can also re-invite a user you previously removed.
Step 1: From the WebYes Dashboard, click on the profile icon in the top-right corner and select Account settings.
Step 2: Locate the organization 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 organization.
