Manage users at the account level

As an account grows, the questions get harder to answer: who has access to this workspace, does this person still need it, and did we actually remove the teammate who left last month? The Users tab on the account dashboard answers those questions in one place. It lists every user in your account, shows which workspaces they belong to, and lets you change or revoke their access without opening each workspace in turn.

Access the users dashboard

The users dashboard is only accessible to workspace owners with account admin permissions. To get access, ask an existing account admin in your organization to add you.

Expand the workspace dropdown in the top right corner of the mabl app and click on your account dashboard. Then select Users in the left-hand navigation.

Find a user

Use the search field to filter the table by name or email. You can also sort the table by clicking a column heading.

The Workspaces column shows how many workspaces each person belongs to, so you can spot users with unexpectedly broad access at a glance.

Change someone's role in a workspace

Roles are set per workspace, so the same person can be an owner in one workspace and a viewer in another.

1. Click Manage on the user's row to review their workspace memberships.
2. If the user belongs to many workspaces, search by workspace name or role.
3. Select a new role from the Role dropdown.
4. Click Done.

Remove someone from a workspace

To take a teammate off one project while leaving their other access intact, click Manage on their row, then click the delete icon next to the workspace you want to remove them from. Click Done to apply the change.

Remove someone from every workspace

When a teammate leaves your organization, you can revoke their access across the whole account in a single step instead of visiting each workspace.

1. Click Manage on the user's row.
2. Click Remove from all workspaces.
3. Click Done.

Add or remove account admins

An account admin is a workspace owner who can also open the account dashboard. We recommend maintaining at least two account admins per account to ensure continuity.

There are two ways to promote someone:

• From a single user: click Manage on their row, then click Make account admin.
• From the full list: click Manage admins to see every account admin together. Select someone from the Add an account admin dropdown and click Add, or click Remove next to an admin to revoke their access to the account dashboard.

Export the user list

To share your account's access list with stakeholders who don't have account admin permissions, or to keep a record for an audit, click Download CSV. The file contains one row per user with their email, workspace count, and account admin status.

Manage users programmatically

To keep membership in sync with your identity provider or wire access changes into an offboarding process, see manage users and seats with the mabl API.