To manage user roles in Pelanor you must be an Admin or Workspace Admin.
User List
Navigate to Settings → Users to see all users.
- Display Name – blank until the user completes registration
- Email
- Workspaces – Workspaces assigned to the user
- State – Active, Invited, or Disabled
The User List shows all users across every Workspace; no need to switch Workspaces to manage them.
Inviting Users
Go to Users
Go to Settings → Users.
Click Invite
Click Invite User and enter the user’s email.
Assign Role
- If only the Default Workspace exists, assign a role for that Workspace.
- If multiple Workspaces exist, assign roles per Workspace.
Save
Click Save Changes to send the invitation.
A user’s email cannot be edited after the invitation is sent.
Editing Users
Go to Users
Navigate to Settings → Users.
Edit User
Click the Actions (⋯) button next to a user and select Edit.
Modify Info
Make changes in the side panel.
Save
Click Save Changes to apply updates.
Deleting Users
Go to Users
Navigate to Settings → Users.
Delete User
Click the Actions (⋯) button and choose Delete.
Confirm
Confirm the deletion when prompted.
