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Team Members

Learn how to invite users, assign roles, manage team capacity, and perform bulk actions in Enginy.

The Team tab is your central panel for managing workspace users. From here you can view license usage, search for members, invite new accounts, assign roles, and perform administrative actions. This tab is only visible for users with Admin roles.


Navigate to Settings > Team tab to access the options described below.



Understand Team Capacity

At the top of the user list, you will see a capacity counter (e.g., Team 10/20). This indicates the number of active users versus your plan's license limit.

Note: If you approach your license limit, you must either free up user slots by removing inactive members or request to support agents or your account manager to add more users for free.



Search and Navigate the User List

Feature

Description

Search users

Filter the user list by name or email. Supports keyboard shortcut (Cmd + F / Ctrl + F) for quick access.

Pagination

The list is paginated. Use the dropdown at the bottom to choose how many records to display (e.g., "Show 25"). Navigate between pages using the arrows and page indicators (e.g., "1-25 of 58").



Invite a New User

  1. Click the Invite User button.

  2. Complete the invitation form with the new member's email address.

  3. Submit the invitation. The invited user will receive an email with a temporary password and instructions to set up their account user.


You can track sent invitations under Pending Invitations. From there, you can Resend or Remove them using the corresponding buttons.




Manage Users and Actions

The user table displays the following information for each member:

Column

Description

User

Displays the user's name, avatar, and email address.

Role

Dropdown menu to assign roles. Available roles are described in the table below.

Actions

Quick action icons for user administration.



User Roles

Role

Description

User

Standard access with permissions defined by the administrator.

Admin

Extended access with the ability to manage other users, access administrative functions, and configure workspace settings including billing.



Actions Column

The Actions column provides quick access buttons for each user:

Icon

Action

Description

Gear icon

Edit permissions

Opens the granular permissions editor for the user.

Key icon

Change password

Allows you to change the user's password.

Red trash icon

Delete user

Removes the user from the workspace.



Perform Bulk Actions

  1. Select multiple users by checking the checkboxes on the left side of the user list. Use the checkbox in the header to select all visible users.

  2. Once multiple users are selected, edit their permissions in bulk.

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