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Available on: the Enterprise planFind it in: Settings in the organization name menu at the top left of the screenRequired role: Admin or custom
Admins can add team members to their Profound organization from the Members tab of the People page. Each member gets a role that controls what they can see and do, and category access that controls which categories they can work in.
If your organization uses Directory Sync, you add and remove members through your identity provider instead. Roles and permissions are still managed in Profound.

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Add a team member

  1. Select your organization name at the top left of the platform, then select Settings.
  2. Select People under Organization in the left navigation sidebar. The Members tab opens.
  3. In the Add SSO User form, enter the new member’s email address.
  4. Select a role. For a breakdown of what each role can do, see Roles and permissions. Invitations offer preset roles only. To give the new member a custom role, change their role after they join.
  5. Under Category Access, select the categories the member can work in. Keep Select all to grant access to every category, or select individual categories.
  6. Enter the member’s first and last name (optional).
  7. Select Add User.
The invitation appears in the Pending tab until the new member signs in.

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How the invitation is delivered

The new member receives an email from no-reply@auth.mail.tryprofound.com with a link to sign up. The link takes them to Profound, where they activate their account.

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Manage existing members

The Active list on the Members tab shows every member of your organization, with their role, join date, and last sign-in. Search by name or filter by role to find a member.
  • Change a role: Select the role next to the member’s name and select a new one from the list. The list includes your organization’s custom roles.
  • Change category access: Open the … action menu in the member’s table row and select Configure category access.
  • Remove a member: Open the … action menu in the member’s table row and select Remove from team.

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Manage pending invitations

The Pending tab lists invitations that haven’t been accepted yet, with the assigned role and the invitation date. To cancel an invitation, open its … action menu and select Revoke.