How do I manage the Users in my Organization?

Modified on Wed, 8 Jan at 8:05 AM

Managing users in Droplet keeps your organization connected and secure. You can add, update, or deactivate user accounts while assigning specific roles and permissions. Keeping a tidy organization ensures the right users have the right ability to accomplish the right things.

Users

If you have the right permissions, you can view and manage user accounts by selecting the Organization tab from the main menu. Within this section, you’ll find tools to add accounts, modify roles, and adjust access settings.

Adding Accounts

For SSO Users
If your organization has Single Sign-On (SSO) set up, users can simply log in at app.droplet.io using their work email. This will automatically create their account; no extra steps needed!

Manually Adding Accounts
Whether you have SSO enabled or not, you can manually add user accounts.

From the Organization page, click the + Account button, enter their name and email, and click Create Account.

This sends an email invite so they can complete the setup.

Managing Roles and Permissions

Roles define what a user can do within Droplet. By default, new users are assigned the Default Role, but you can adjust their permissions anytime.

LEARN MORE ABOUT ROLES ▸

Finding and Filtering Accounts

Navigate to the Organization page, and ensure you are on the Accounts tab.

In the top search box, enter a search term.

To narrow your search, apply filters in the Filters menu, such as the user role or tags.

Deactivating and Reactivating Accounts

Deactivating
If someone no longer needs access, check their name, click Actions, and choose Deactivate.

Reactivating
To restore access, change the Active dropdown to Inactive, select relevant inactive users, and click Activate from the Actions menu.