Member Management

Member Management

In Conbool, you work within tenants. Each tenant has its own members, roles and configurations. You can access the member management via Members in the side menu.

Inviting Members

1. Navigate to Members.
2. Click on Invite.
3. Enter the email address of the new member.
4. Select the desired role (Owner, Operator, Member, Analyst, Auditor or Contact).
5. Click on Send Invitation.

The invitee will receive an email with an invitation link. After clicking the link, they will be automatically assigned to the tenant.

Managing Invitations

You can view open invitations under Members. You have the following options:

• Resend invitation: If the email was not received.
• Revoke invitation: If the invitation is no longer desired.

Changing Roles

1. Click on the three-dot menu (⋯) next to the member.
2. Select Change Role.
3. Choose the new role from the dropdown list.

An overview of all roles and their permissions can be found under Roles & Permissions.

Removing Members

1. Click on the three-dot menu (⋯) next to the member.
2. Select Remove.
3. Confirm the action.

The removed user immediately loses access to the tenant and all associated data.

Invitation Permissions

• Owner: Can manage all members and roles.
• Operator: Can invite new members.
• Member: Can invite new members.
• Analyst, Auditor, Contact: Cannot invite or manage members.