Note: You must be a workspace administrator to perform the actions outlined in this article. When new users are added to a workspace, Fellow will automatically update your account and Fellow subscription if applicable. If you have any questions about adding members to your account please send us a message using the small intercom bubble or at [email protected]!
How to access
An administrator can navigate to workspace settings via your workspace name on the top left side within the Fellow workspace. From there, select the manage users page to update any user within your workspace:
Once in the manage users page, there are a few options on how to add users. You can do this manually for each user, upload a CSV, or enable a user sync for Fellow to automatically add and remove them for you.
Adding users manually
From manage users, select add new user on the top right hand side
Complete the fields within the pop up including their name, email address, title, department, manager, and permissions
Select add user to send the invitation to join your workspace
Disabling users manually
Navigate to the user you are looking to disable. Tip: if you have a long list of users, use the search option to quickly find them
Click on the three dots beside that person's name to view the menu then select disable user
You will then see this pop up asking to confirm the disabling of this user. If you're good to go, select disable user
A quick confirmation will appear on the bottom of your screen that the user has successfully been disabled
Note: Disabling a user does not delete any of their data. Once a user is disabled they will no longer be able to log into their account.
Re-enabling a previously disabled user
Select the disabled users tab
Use the triple dot menu associated with that user to select re-enable user
Confirm that you'd like to re-enable this user
You'll then see the confirmation via a pop up at the bottom of your Fellow account
How to edit someone's manager & profile
As an admin, you can edit a user's profile. This is something you may wish to do if someone changes positions, departments, managers, or if you're looking to make someone an admin on the workspace as well.
To edit or add someone's manager, click to edit user from the trip dot menu:
This will then open the model to edit personal information, this user's manager, or their permissions (i.e. member to admin or admin to member).
Managing users via CSV files
Within Fellow, you're able to manage your users in bulk with CSV files. You can use these file types to mass enable users, mass disable users, or export a user list via the more actions menu:
GSuite/Microsoft 365 User Sync
If your company uses GSuite or Microsoft 365 the easiest way for you to manage users is to do the Admin Install. This can be done via your workspace settings > integrations.
For a detailed walk through on these user syncs, please see these articles depending on your workspace: