Users
Finding your way around Organization
Where the Organization page is, what each section is for, and what Overview tells you.
Step 1
Open Organization
Organization sits at the bottom of the left rail, and only Owners and Admins see it. It opens on Overview, with a Sections menu to move between the parts of the page.
Sections
Step 2
Three groups of sections
People & Access holds Users, Groups and Role Access. Organization holds Overview, Settings and Integrations. Billing holds Billing, which only the Owner sees, and Usage for organisation-wide usage.
Sections
Step 3
Your organisation at a glance
Overview starts with your organisation's name and domain, its Organization ID, which support may ask for, and whether it is active.
Acme Ltd
example.com
- Organization ID
- 6ab220fe55b53a11905a44cb
- Status
- Active
Step 4
Organization Statistics
Below are live counts: everyone in the organisation, how many are active, and how many signed in during the last 7 days.
Organization Statistics
Real-time metrics for your organization
92% of total
Last 7 days
Step 5
Users by Role
How many people hold each default role, from Owner to Member. People on a custom role are counted under the default role they had before it.
Organization Statistics
Real-time metrics for your organization
Users by Role
Step 6
Inactive users
If anyone is deactivated, a note says how many. Deactivated people still take up a seat, so review them under Users: activate them again or delete them to free the seat.
Organization Statistics
Real-time metrics for your organization
Inactive Users
You have 1 inactive user. Consider reviewing their access.
Try it in Secretary, or create an account to get started.
Related guides
Adding people to your organization
Create an account for a colleague, choose their role, and send them the welcome email.
Managing people: details, access and removal
Find someone, see what they can reach, change their details, and deactivate or delete them.
Changing someone's role
Give a person a different default role or a custom role, and what each default role allows.