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Manage people and invitations

Use Directory → People to review people in the selected Account. Account owners can invite a person as a member, admin, or owner.

Review people

Open Directory → People. Use the Members and Guests tabs to review current people. You can search the collection, sort by person, and filter by role.

Select a person to open their details. Agents and installed apps have separate directory pages because they are different principal types.

Invite a person

You must be an Account owner. An invitation grants the selected role after acceptance. Confirm the email and role before sending, especially when inviting another owner.

  1. Open Directory → People.
  2. Select Add member.
  3. Enter the person's email address.
  4. Select Member, Admin, or Owner.
  5. Select Send invitation.

Admin opens the Pending tab after the invitation is created. The invitation remains there until the recipient accepts it, it expires, or an owner revokes it.

Verify the result

Confirm that the email address and intended role appear under Pending. After acceptance, confirm that the person appears under Members.

An invitation grants the selected Account role after acceptance. Review owner invitations carefully because an owner can manage product access, billing, and the Account lifecycle.

Edit a profile or role

An Account owner can edit another person's profile and role. You can edit your own profile, but cannot change your own role here.

  1. Open the person under People.
  2. Select Edit.
  3. Update the image, Display name, Handle, Title, or Email. Owners can also change another person's Role.
  4. Select Save.

Changing ownership requires an additional confirmation. Another active owner must remain. Confirm the resulting role on the person's detail page.

Remove a person

Removing someone revokes their access to the selected Account and its resources.

An Account owner can open another person's detail page, select Remove, and confirm. Check that the person no longer appears in the collection. To remove your own membership, use Leave an Account.

Recover from an invitation problem

Check Pending before resending an invitation. Confirm the email and ask the recipient to use the intended Socra identity. If the invitation is wrong, an owner can revoke it from Pending. Use Troubleshoot Admin for Account or permission errors.