Managing members: adding and removing users
This article shows organization admins how to invite people, assign roles, and remove members, including what happens to their data and billing when someone leaves.
Before you begin
- You need Organization Admin permissions. Team Managers can often manage team membership but not org-wide invites or billing-sensitive removals — see Roles and permissions.
- New members must complete onboarding on your connected chat platform (Slack, Microsoft Teams, Discord, or Google Chat) unless you use email-based invites where supported.
Steps
- Open Organization -> Members (or People) in the Dailybot web app.
- Click Invite members (or Add people).
- Choose the invite path: pick users from your chat workspace directory, paste emails, or share an invite link — whichever your plan and integration expose.
- Assign an initial role (Member, Team Manager, or Organization Admin) before sending. Default Member is safest for broad invites.
- Optionally assign the person to one or more teams so check-ins and reports scope correctly.
- Send the invitation. The user must accept and authorize Dailybot in chat.
- To change a role later, find the member in the list, open the actions menu, and choose Change role. Confirm elevated roles carefully.
- To remove someone, select Remove from organization (or Deactivate). Confirm the prompt.
- If billing is per active user, verify seat count on the next invoice cycle — see Moderating the number of users on your bill.
What to expect after
Invited users appear as pending until they join. Removed users immediately lose access to your org’s check-ins, reports, and automations. Their historical responses usually remain for the org’s record unless you run a separate data deletion process. Billing may adjust on renewal or proration rules described in How Dailybot billing works.