Managing Members

On the Members page, you can search for members by username or email ID to view their details. Click the ellipsis button next to the respective member to make the required changes.

Tip

You can cancel an invitation before a user accepts it by removing the invitation. The user will see an error when they try to accept the invitation in their email.

Unlocking Subscription

You can grant a user access to a specific plan or subscription. If a subscription shows a locked PS_Icon_unlock_07.png icon next to the user name, it indicates insufficient seats are available. To unlock the subscription, perform the following steps:

  1. Click the ellipsis button next to the member you want to unlock the subscription.

  2. Select the Unlock Subscription option to unlock a locked subscription. If there are available seats, the subscription will be automatically assigned.

    Note

    Auto unlock is only possible if you have extra seats in your subscription when you click the Unlock Subscription option.

  3. The Not Enough Seats dialog box appears if no seats are available to assign to the selected user. You are prompted to upgrade your plan to add additional seats.

  4. Click Upgrade Plan to add more seats or upgrade your existing subscription.

Editing and Managing Member Assignments

  1. Click the ellipsis button next to the member you want to edit.

  2. Select Edit Assignments option to view or change the member’s Subscription Assignments.

    The Edit Subscriptions Assignment dialog box appears. You can view the selected member subscription details, including the associated plans, member details, and subscription end dates.

  3. Select the check box next to the subscription and edit the required details. Clear the check box if you want to remove the member's subscription.

  4. Click Confirm to save the updated subscription successfully.

Note

Only active subscriptions can be assigned to members of the organization.

Updating Admin Role

  1. Click the ellipsis button next to the member you want to edit.

  2. Select Update Admin Role.

    The Update Admin Role dialog box appears.

  3. Click Unassign to remove the admin role permissions for the selected member.

Note

For information about assigning administrator privileges to a member, see Permissions and Roles.

Removing Members

Note

You cannot remove a single existing admin in an organization. To delete the organization, navigate to the About tab. If you are the only remaining administrator in one or more SmartBear organizations. Ensure another user is assigned as an administrator to these organizations before deleting your SmartBear account. See, Deleting Your Account for more information.

  1. Click the ellipsis button next to the member you want to edit.

  2. Click Remove Member to remove the selected member.

  3. Click Remove.

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