Manage members and User Groups in your organization

Learn how to manage organization members and user groups in your Zapier organization. User groups control which workspaces members can access and what role they have in those workspaces.

View members in your organization

In your organization account:

1. Go to the Admin Center's Workspaces page.
2. In the left sidebar, select Members.
3. Your organization's members will be listed, along with:
   • Their role.
   • Groups they belong to.
   • Workspaces they have access to.
   • Their last login date.

Invite members to an organization

In your organization account:

1. Go to the Admin Center's Workspaces page.
2. In the left sidebar, select Members.
3. In the top right, click Invite members. A dialog box will open.
4. Enter the email addresses of the users you want to invite.
5. Select the role the invited members should have:
   • Member.
   • Super admin.
6. Click Send invites.

Invited members will receive an invitation email with a link to join your organization.

Provisioning members with SCIM

See Provision user accounts with SCIM for instructions on provisioning users using SCIM.

Switch between workspaces

You can use the workspace switcher in the top-right corner to access and switch between any workspaces you have access to.

• Owners and super admins can switch to any workspace.
• Workspace Admins and Members can access only the workspaces they belong to.
• When a user first logs in, they are taken to the last workspace they were authenticated in.

View your user groups

In your organization account:

1. Go to the Admin Center's Workspaces page.
2. In the left sidebar, click Groups. You will be redirected to a new page that lists all groups and the workspaces they are assigned to.

Create a User Group

In your organization account:

1. Go to the Admin Center's Workspaces page.
2. In the left sidebar, click Groups. You will be redirected to a new page.
3. In the top right, click Create group. A dialog box will open.
4. In the Group name field, enter a name for the group.
5. (Optional) In the Description field, add a description of the group.
6. Click Create group.

View which members are in a group

In your organization account:

1. Go to the Admin Center's Workspaces page.
2. In the left sidebar, click Groups. You will be redirected to a new page.
3. Click the name of the group you want to view. You will be redirected to a new page.
4. On the group's page, click the Members tab. You will be redirected to a new page that lists all members of the group along with the date of their last log in and the date they were added.

Add members to a group

In your organization account:

1. Go to the Admin Center's Workspaces page.
2. In the left sidebar, click Groups. You will be redirected to a new page.
3. Click the name of the group you want to add members to. You will be redirected to a new page.
4. Click Add members in the top right. A dialog box will open.
5. Search for and select the members you want to add.
6. Click Add members.

Remove members from a group

In your organization account:

1. Go to the Admin Center's Workspaces page.
2. In the left sidebar, click Groups. You will be redirected to a new page.
3. Click the name of the group you want to remove members from. You will be redirected to a new page.
4. Select the checkbox next to each member you want to remove. A menu bar will appear at the bottom of the page.
5. Click Remove members.

Assign a group access to a workspace

In your organization account:

1. Go to the Admin Center's Workspaces page.
2. In the left sidebar, click Groups. You will be redirected to a new page.
3. Each group will be displayed in a list row with its assigned workspaces in the Assigned workspaces column.
4. Click the name of the group. You will be redirected to a new page.
5. In the top right, click Assign workspaces. A dialog box will open.
6. In the Workspace field, search for and select the workspace you want to assign the group to.
7. Click Assign workspaces.

Unassign a group from a workspace

In your organization account:

1. Go to the Admin Center's Workspaces page.
2. In the left sidebar, click Groups. You will be redirected to a new page.
3. Each group will be displayed in a list row with its assigned workspaces in the Assigned workspaces column.
4. Click the name of the group. You will be redirected to a new page.
5. For the workspace you want to remove, click the settings icon . A dropdown menu will open.
6. Select Remove workspace. A dialog box will open.
7. Click Remove from group.

Change a group's workspace role

In your organization account:

1. Go to the Admin Center's Workspaces page.
2. In the left sidebar, click Groups. You will be redirected to a new page.
3. Each group will be displayed in a list row with its assigned workspaces in the Assigned workspaces column.
4. Click the name of the group. You will be redirected to a new page.
5. Click the settings icon . A dropdown menu will open.
6. Select Change role. A dialog box will open.
7. Select a role:
   • Member.
   • Admin.
8. Click Update role.