Members and roles

You manage your dashboard team on the Accounts and permissions page, under the Organization group in settings. There you invite people, give them roles, and remove members. Only accounts with the Organisation Admin role can do any of these three things.

Who can invite people, change roles, and remove members?

Only accounts that hold the Organisation Admin role. Apiable checks the role on its server, so an invitation, a role change, or a removal from any other account is refused. The Owner is given Organisation Admin when the organization is created.

Organisation Admins can assign any role except Super User. Nobody changes their own roles from the accounts list, and nobody can remove the Owner.

How do you invite a dashboard user?

Open Accounts and permissions, select + Add Account, enter the person's name and work email, choose a role, and select Send invite. The person receives an email invitation and appears in the pending invitations list until they accept.

1. In settings, open the Organization group and select Accounts and permissions.
2. Select + Add Account.
3. Enter the First Name, Last Name, and Email. Use a work email address, and enter it again in Repeat Email.
4. Choose one role.
5. Select Send invite.

When the person accepts, they join with the role you chose and are added to your organization's default access group. Three limits apply:

• An invitation expires one month after it is sent.
• Each person can send 10 invitations per hour.
• An email address that already has an Apiable dashboard account, in your organization or any other, cannot be invited.

Is there another way to invite someone?

Yes. On Getting Started, the Technical Onboarding track has an Invite your tech lead button. It asks only for an Email and a Context note (optional), and always invites the person as Configuration Owner. It follows the same rules as + Add Account, including the Organisation Admin requirement.

If your organization was created with joining by email domain turned on, people who sign up to Apiable with your organization's email domain can also join it themselves, with the Member role. The dashboard has no setting to change this later. Contact Apiable if you need it changed.

What dashboard roles can you assign?

Five roles are assignable: Organisation Admin, Portal Admin, Product Owner, Configuration Owner, and Member. The Organisation Owner is a single user rather than a role, and Super User cannot be assigned.

Each role turns on a set of controls in the dashboard.

A few actions need Organisation Admin whatever the dashboard shows: renaming a portal, connecting Stripe for developer billing, and managing approval groups, which also needs a plan that includes them. Approving subscriptions and registrations follows approval groups, not roles. See Approval groups.

Can a dashboard user hold more than one role?

Yes. Roles add up, and a user's dashboard controls are the combined controls of every role they hold. For example, Portal Admin plus Configuration Owner gives someone both sets.

An Organisation Admin changes a user's roles from the accounts list, using the role menu next to that user's role chips. Selecting a role adds it, and selecting it again removes it. The menu does not appear on your own row.

How do you remove a dashboard user?

Open the user from the accounts list and use Delete in the danger zone of their detail view, then confirm. Removing a user deletes their dashboard account and sign-in, takes them out of access groups and approval groups, and deletes their invitations.

Removal is refused in two cases:

• The user is the Organisation Owner, marked (Organisation Owner) in the list. Delete is greyed out for them.
• The user is the only member of an access group or an approval group. A group needs at least one member, so add someone else to the group, or delete the group, then remove the user.

How many accounts does your plan include?

Your plan includes an allowance for Organisation Admins, counted together with the Owner. The Accounts and permissions page shows it next to + Add Account as "Accounts in your plan", and the Billing & Subscriptions page shows it as organization owners. Other roles do not count toward it.

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