Members & invites¶

The Users directory is where workspace admins manage the people in a workspace — sending invites, tracking who has accepted, turning access on and off, and deciding which brands each person can see.

Admin only

Managing members and invites is an admin-only task. You need the right permission in your workspace to invite people, deactivate them, or change their brand access. If you don't see the Invite people button or the brand controls, ask a workspace admin.

Overview¶

From the Users directory (under Directory -> Users) you can:

Invite people by email and choose their access level (and brands).
Track invites — pending, expired, and accepted — and copy a link, resend the email, or revoke an invite.
See each member's status — active, inactive, or pending.
Open a member to deactivate or reactivate them and assign brands.

Invited people only appear in the main users list once they accept the invite and set up their account. Until then they show in the Invites section near the top of the page.

Screenshot: The Users directory. (pending capture)

Invite people to the workspace¶

Inviting members is admin-only. Each person gets an email link to set up their own account — you choose their access level and, where applicable, their brands.

Go to Directory -> Users.
Select the Invite people button (the person-add icon, top left).
In the Invite people dialog, type an Email address into the first row.
Pick an Access level (the roles you're allowed to grant depend on your own role).
If your workspace has more than one brand, choose Brands for the row, or leave it as All brands.
To invite several people, select Add row for each, or paste a list of emails into one Email cell — Packr splits the list into separate rows automatically.
Select Send invites (the button shows the number of valid invites).

Tip

You can invite up to 50 people at once. Adding a row carries the previous row's access level and brands forward, so inviting a group with the same access is fast.

Screenshot: The Invite people dialog. (pending capture)

Create accounts directly instead¶

Sometimes you'd rather set someone up yourself instead of emailing them a link — for example when you're onboarding a teammate in the room with you. From the Invite people dialog, select Create accounts directly instead to switch to the Create Users form.

It works the same spreadsheet way, but you fill in each person's details yourself: Email, First name, Last name, an Access level, and their Brands. The account is created immediately and appears in the members list right away — there's no pending invite to accept. As with invites, the access levels you can grant depend on your own role.

Each person you create this way is emailed a Set your password link so they can finish setting up their own account — you never have to invent a password for them or pass one along. The link is good for 14 days; if it lapses, they can use Forgot password on the sign-in screen. After the form runs, Packr tells you exactly what happened — how many accounts were created and how many people were emailed — so a delivery problem does not pass silently.

Manage invites¶

An Invites section appears near the top of the Users directory whenever there are invites to show. Managing invites is admin-only. Each invite shows the email, the access level, who sent it, how long ago, and a status of Pending, Expired, or Accepted.

Filter tabs above the list let you switch between Open (pending and expired, the default), Pending, Expired, and Accepted, each with a count. Expired invites used to sit in the list looking live, and accepted ones were not shown at all, so there was no way to tell who had actually joined.

For each pending invite you can:

Copy invite link (the link icon) — copies the join link to your clipboard so you can share it directly, for example in a chat message.
Resend email (the mail icon) — asks you to confirm, then sends the invite email again and pushes back the expiry date. Use it to revive an expired invite as well as to nudge an inbox that missed the first one.
Edit invite — change the Access level and Brands the person will get when they accept.
Revoke invite (the trash icon) — asks you to confirm, then cancels the invite so the link can no longer be used.

Once a person accepts, their invite moves to the Accepted filter and they appear in the members table below as an active member.

Fix an invite you got wrong¶

If you picked the wrong access level or brands, you don't have to revoke the invite and start over — edit it in place. The change applies when the person accepts, so as long as they haven't joined yet, they'll land with the corrected access.

You can edit an invite if you're a workspace admin or you're the person who sent it. The same limits as sending apply: you can only set an access level at or below your own, and only assign brands you have access to yourself.

The email address can't be changed — to invite someone else, revoke this invite and send a new one. The invite link stays the same after an edit, so any link you already shared keeps working.

Tip

Re-inviting an email address that already has a pending invite updates that invite rather than creating a second one, so the person never gets a confusing pile of "Join Acme" emails. Their existing link keeps working, and the new access level and brands take effect.

Screenshot: The Invites section with per-invite actions. (pending capture)

How a person accepts an invite¶

The invitee doesn't need an admin to do anything else. When they open the invite link (from the email or the copied link), they land on a join page that shows the workspace name and who invited them, then they set up their own account — first name, last name, and password.

After they finish, they're added to the workspace with the access level and brands you chose, and they show up in your Users directory as an active member.

Note

The invite link is proof of email ownership, so the invitee doesn't have to verify their address separately when they join through it.

The Welcome back screen for multiple invites¶

If a person has more than one pending invite for the same email address, accepting one can attach them to several workspaces at once. When that happens, they see a Welcome back screen ("You're in") that lists every workspace they were just added to.

On that screen the new member can:

Select a workspace to open it first, or
Select Skip — pick later to drop into their default workspace.

This only appears when two or more invites are attached in a single sign-up or sign-in. A single invite skips this screen and takes the person straight into the workspace.

Deactivate or reactivate a member¶

A member's Status in the Users directory is one of:

Active — the member can sign in and use the workspace.
Inactive — the member has been deactivated and can no longer use the workspace.
Pending — the person was added but hasn't finished setting up or verifying their account.

Deactivating and reactivating a member is admin-only, and both are done from the same place:

Go to Directory -> Users and select the member to open their detail page.
In the Quick Actions card, select Deactivate User — or Reactivate User if they're already inactive. (The button only appears if you have permission to change members' access, and never on your own profile.)
Confirm in the dialog. Deactivating warns that the person will no longer be able to sign in; reactivating confirms they'll be able to sign in again.

A deactivated member shows as Inactive in the directory. Deactivation takes effect immediately: the person is signed out of every device they're currently signed in on, and can't sign back in.

Reactivating restores their access, but it doesn't sign them back in — they need to sign in again themselves. Their previous access level and brand assignments are unchanged.

Note

If the Deactivate User or Reactivate User button isn't available to you, your role doesn't have permission to change members' access — ask a workspace admin. See Getting help.

Screenshot: The member detail page Quick Actions. (pending capture)

See a member's activity¶

A member's detail page shows an Activity card with two contribution calendars covering the past year — Messages sent and Tasks completed. Each square is one day, shaded darker the more activity it holds, so you can see at a glance when someone has been active.

The calendars count activity in the workspace you're currently in, and they use your own time zone for the day boundaries. Only workspace admins can see this card; it doesn't appear for other roles or on your own profile.

Assign brands to a member¶

Within a workspace, members only see data for the brands assigned to them. Assigning brands is admin-only and is done from the member's detail page. (A brand may appear as a "Group" on some other screens — it's the same thing.)

Go to Directory -> Users and select the member to open their detail page.
Find the Brands card in the right column.
Select a brand to grant access (a filled check mark means it's on); select it again to remove access.
To give the member every brand at once, select Grant Access To All.

Changes save as soon as you toggle a brand. If a member should only work specific brands, leave the others unchecked. For broader brand setup, see Managing brands.

Screenshot: Assigning brands to a member. (pending capture)

Common questions¶

How do I invite someone? Go to Directory -> Users, select Invite people, enter their email, choose an access level (and brands), and select Send invites. They get an email link to set up their own account.

How do I resend or revoke an invite? In the Invites section of the Users directory, use the mail icon to Resend email or the trash icon to Revoke invite — each asks you to confirm. You can also use the link icon to copy the invite link and share it yourself.

I invited someone with the wrong access level — do I have to start over? No. Edit the pending invite and change the Access level or Brands; the correction applies when they accept. Workspace admins and the person who sent the invite can edit it. The email address can't be changed — for a different recipient, revoke and send a new invite.

Why doesn't my new invite show up in the users list? Invited people don't appear in the members table until they accept and set up their account. Until then they stay in the Invites section at the top of the page, marked Pending or Expired.

How do I deactivate a user? Open the member from Directory -> Users, then select Deactivate User in the Quick Actions card (it appears only if you have permission) and confirm. A deactivated member shows as Inactive, is signed out everywhere immediately, and can't sign back in.

How do I restore access for someone I deactivated? Open their detail page and select Reactivate User in the Quick Actions card. They keep their previous access level and brands, but they'll need to sign in again — reactivating doesn't sign them back in.

How do I give someone access to a brand? Open the member's detail page and use the Brands card to toggle on each brand, or select Grant Access To All. Members only see data for brands assigned to them.

Which access levels can I grant? You can only grant access levels at or below your own role, so the list of available roles in the invite dialog depends on your role. For what each role can do, see Roles & permissions.