Managing Members

View and manage organization membership and user roles.

Organizational membership is managed through the Settings > Members page. This article provides an overview of roles and permissions, and describes how to view, add, remove, and manage the roles of organization members.

User Roles and Permissions

Whether an individual user can adjust account and membership settings; and view, edit, or create projects and layers depends on their user role. Permissions are as follows:

Role

Permissions

Owner

  • View, edit, and create projects and layers

  • Delete projects

  • Manage members

  • Manage organization settings

  • Manage billing information (outside UrbanFootprint)

Admin

  • View, edit, and create projects and layers

  • Delete projects

  • Manage members

  • Manage organization settings

Editor

  • View and edit projects and layers

Viewer

  • View projects and layers

How to View Organization Members

To view members in your organization:

1. Click the User iconat the upper right corner of UrbanFootprint to expand the User menu. The menu lists any organizations that you belong to.

2. Select an organization from the list. The Organization Settings > Account page appears.

3. Select the Members tab. The Organization Settings > Members page appears, showing a list of all members and their roles.

How to Add an Organization Member

Owners and Admins have permission to add new members. To add a new member to your organization:

1. Click the User iconat the upper right corner of UrbanFootprint to expand the User menu. The menu lists any organizations that you belong to.

2. Select an organization from the list. The Organization Settings > Account page appears.

3. Select the Members tab. The Organization Settings > Members page appears, showing a list of all members and their roles.

4. Click Add Member. The Add Member window appears.

5. Enter an email address and name for the new member. An invitation will be sent to the given email address, and used as the member's login ID. Owners and Admins have permission to edit email addresses.

6. Select a role for the new member. Refer to User Roles and Permissions for information about each role.

7. Click Save. The name and email address for the new member will show up in the Pending Invitations section of the page. Invitations expire in two weeks; until the new member accepts you can opt to resend or cancel an invitation. Once the new member accepts, they can use UrbanFootprint with access to your organization and permissions according to their role.

How to Edit User Roles and Email Addresses

Owners and Admins have permission to manage members. To edit a member's role or email address:

1. Click the User iconat the upper right corner of UrbanFootprint to expand the User menu. The menu lists any organizations that you belong to.

2. Select an organization from the list. The Organization Settings > Account page appears.

3. Select the Members tab. The Organization Settings > Members page appears, showing a list of all members and their roles.

4. Click the Edit iconfor a member. The Edit Member window appears.

5. If needed, edit the member's email address.

6. Select a user role. Note that you cannot set user roles higher than your own; i.e., Admins cannot assign Owner roles.

How to Remove a Member from Your Organization

Owners and Admins have permission to manage members. To remove a member:

1. Click the User iconat the upper right corner of UrbanFootprint to expand the User menu. The menu lists any organizations that you belong to.

2. Select an organization from the list. The Organization Settings > Account page appears.

3. Select the Members tab. The Organization Settings > Members page appears, showing a list of all members and their roles.

4. Click the Delete iconfor a member. The Remove Member window appears.

5. Click Remove. The member will be removed from your organization, losing access to and settings for projects within the organization.

Use caution when removing members.