# Manage Users (/docs/overview/manage-users)

> For the complete documentation index, see [llms.txt](https://docs.tandemcx.ai/llms.txt). Any page on this site can be fetched as Markdown by appending `.md` to its URL.

Everyone who signs in to Tandem is a user in your organization. The **Manage Users**
page is where you add them, keep their details current, control what they can reach,
and remove them when they leave.

Find it in the sidebar under **Admin → Manage Users**.

<Callout type="info">
    This page is gated on the administrator role, and the Admin section is hidden from anyone
    without it. Every role Tandem issues today carries that role, so in practice everyone in your
    organization can open it. See the note under [Choose a role](#invite-a-user).
</Callout>

## The users list

The list shows current members and anyone who has been invited but hasn't signed in
yet. Each row gives you the person's name and login ID, their role, their status,
when they were last seen, and how long ago they were added.

**Last Seen** is when they last signed in. It reads as **Today**, **Yesterday**, or a
day count for the past week, and as a date after that — hover it for the exact time. It
shows **Never** for anyone who hasn't signed in yet, including every pending invitation.
It also shows **Never** for anyone who belongs to an organization outside yours and its
sub-tenants. Sign-in history is kept per account, not per organization, so it isn't shown
for them.

By default, active users come first, then pending invitations, then disabled accounts,
with the newest in each group at the top. You can also:

- **Search** by name or email.
- **Filter** by role, by status, or both.
- **Sort** A–Z or Z–A by clicking the **User** column heading.

<Callout type="info">
    In a [sub-tenant](/docs/overview/sub-tenants), the list leaves out the Owners of the parent
    organization. They still have full access to the sub-tenant; they're managed from the parent, so
    the list here stays the people this organization added.
</Callout>

### Export the list

**Export** downloads the member list as a CSV, named for the day you took it
(`tandem-users-2026-08-31.csv`). It always contains **every** member of your
organization — search, filters, and sorting change what the page shows, not what the
file holds.

The columns are **User ID**, Login ID, Email, First Name, Last Name, Role, Status, Last
Seen, and Added. The user id is the one the page doesn't otherwise show: it's the value
to quote in a support conversation, and the one the API identifies a person by. Last
Seen and Added are written as full ISO 8601 timestamps rather than the relative wording
in the table, so a spreadsheet can sort and filter on them; Last Seen is empty wherever
the page shows **Never**.

### Statuses

| Status       | What it means                                                                              |
| ------------ | ------------------------------------------------------------------------------------------ |
| **Active**   | The person has accepted their invitation and can sign in.                                  |
| **Pending**  | They've been invited but haven't signed in yet. Their invitation may also have expired.    |
| **Disabled** | Their account is switched off across Tandem. You can't re-enable it here; contact support. |

## Invite a user

<Steps>
<Step>
### Open the invite dialog

Click **Invite User** at the top of the page. (When your organization has no users
yet, there's an **Invite User** button in the middle of the empty page too.)

</Step>

<Step>
### Enter their login ID

Their email address is their **Login ID**: the address they'll sign in with, and
where the invitation is sent. It's the only required detail.

</Step>

<Step>
### Add their name (optional)

Fill in **First name** and **Last name** if you know them. You can leave them blank
and add them later; until then, the person shows in the list by their email address.

</Step>

<Step>
### Choose a role

Pick the role they should hold from the **Role** dropdown. Every user has exactly one
role:

- **Owner** — full access, including this page and the rest of the Admin section.
- **Admin** — administers your organization. Same access as Owner, except for the Owner-only
  actions: granting the Owner role; changing an Owner's role; disabling or removing an Owner; and
  creating a [sub-tenant](/docs/overview/sub-tenants). An Admin's **Disable** doesn't reach
  sub-tenants.
- **Member** — for everyone else on your team.

The dropdown starts on **Member**. You can change someone's role from this page at any
time after they're invited, so there's no need to over-grant up front.

Only an Owner can invite someone as an Owner. If you aren't an Owner, **Owner** isn't offered
in the dropdown, and a request that asks for it anyway fails with `Owner access required`.

<Callout type="info">
    Admin and Member currently have the same access, so choosing **Member** doesn't restrict what
    someone can reach yet. Member will become a limited role in a future release. Until then, don't
    rely on it to keep someone out of the Admin section.
</Callout>

</Step>

<Step>
### Send it

Click **Send Invite**. We email the invitation, and the person appears in the list as
**Pending** until they sign in for the first time.

If the address already has a Tandem account — most often because another organization
invited them first — no email is sent. They're added straight away and show as
**Active**, and they'll find your organization in the organization picker the next time
they open Tandem. If that account also belongs to an organization outside yours and its
sub-tenants, the first and last name you entered are not applied; they keep the name they
already have.

You can't invite someone who is already in your organization. The invite fails with
`<email> is already a member of this organization.` For someone still **Pending**, it fails
with `<email> has already been invited to this organization. Revoke the invitation to send a
new one.` Use **Revoke Invitation** in their row, then invite them again. To change an existing
member's access, change their role instead.

</Step>
</Steps>

<Callout type="info">
    Invitations don't need to be resent by hand. If one expires, the person still shows as
    **Pending**. Revoke the invitation and send a new one.
</Callout>

## Edit a user's details

Choose **Edit** from the **⋮** menu on their row to open the edit panel, change their
**First name** or **Last name**, and click **Save**. At least one of the two name
fields has to have a value.

The **Login ID** is shown but can't be changed. To move someone to a different email
address, remove them and invite them again at the new one.

A person's name belongs to their account, so it can't be edited for someone who also
belongs to an organization outside yours and its sub-tenants. Saving fails with `This user
belongs to another organization, so only they can change their name`. Tandem has no page
where people edit their own name. Only an admin whose organization and its sub-tenants include
every organization the person belongs to can change it.

Pending invitations have no details to edit yet, so the **Edit** option doesn't appear
on their rows.

## Change a user's role

Pick a new role from the dropdown in the **Role** column. The change saves as soon as
you choose it — there's no separate save step — and takes effect the next time the
person loads the app.

Roles can only be changed on **Active** users. A pending invitation carries the role
you chose when you sent it; to invite someone at a different role, revoke the
invitation and send a new one.

Only an Owner can make someone an Owner, or change the role of someone who is already an
Owner. If you aren't an Owner, **Owner** isn't in the dropdown, and an Owner's row shows
their role without a dropdown.

## Disable a user

Choose **Disable** from the **⋮** menu and confirm. The person is removed from this
organization straight away, and their [personal access
tokens](/docs/api/introduction/authentication#personal-access-tokens) for it are revoked.
Their account is untouched, and so is their access to every other organization apart from
the sub-tenants described next.

If you're an Owner, disabling someone also removes them from each
[sub-tenant](/docs/overview/sub-tenants) of this organization that you also own, and revokes
their tokens there. In a sub-tenant you don't own, they keep their access.

Disabling can't be undone from this page, and there's no **Activate** option. To restore
access, invite them again. They come back with the role you choose on the new invitation,
and their revoked tokens stay revoked.

Only an Owner can disable an Owner. If you aren't one, an Owner's row has no **Disable**
option.

## Remove a user or revoke an invitation

Choose **Remove** from the **⋮** menu and confirm. The person loses access to this
organization immediately.

Removing someone takes them out of _this_ organization only, and never reaches its
sub-tenants. If they belong to other organizations, their account and their access there are
untouched. Only an Owner can remove an Owner or revoke an invitation to become one.

For someone who hasn't accepted their invitation yet, the same menu option reads
**Revoke Invitation**. Revoking stops the invitation from working; if they aren't a
member of any other organization, the account created for them is deleted outright.

<Callout type="warn">
    Removing a user can't be undone. To restore their access, invite them again. They come back as a
    new pending invitation, or straight away as **Active** if they still have a Tandem account.
    **Disable** can't be undone either. The main difference is that an Owner's disable also reaches
    sub-tenants; see [Disable a user](#disable-a-user).
</Callout>

## Manage users with Tandy

You can ask Tandy to invite or remove someone instead of using the menus on this
page. Tandy never makes the change itself — it drafts what it understood and shows
you a card. Nothing happens until you press the button on that card.

Ask for what you want in plain language:

- "Invite jane@acme.com as an Owner"
- "Remove Jane Doe from the organization"

Tandy looks up your organization's real roles and real people, then shows you who it
resolved on the card. The card is where you check its work — read it before you
confirm. Then:

- For an invitation, check the login ID, name, and role on the card and press
  **Send Invite**. You can correct the login ID or the name on the card before you
  send it; to change the role, cancel and ask again.
- For a removal, check who the card names and press **Remove**. As above, this can't
  be undone.

Press **Cancel** on either card and nothing happens.

<Callout type="info">
    Tandy can only manage users if you hold the administrator role, and it can only invite or remove
    an Owner if you're an Owner yourself: the same rules as this page. If you aren't, it tells you
    rather than failing silently. Tandy can't disable someone or change their role; those stay on
    this page.
</Callout>

## Your own account

You can't act on yourself from this page: your own row has no actions menu and no role
dropdown, which stops an organization's last administrator from locking everyone out by
accident. To change your own role or remove your own account, ask another administrator to
do it for you. If you're an Owner, it has to be another Owner.

### Name shown in chats

If your organization lets supervisors take over website chats, open your user menu and choose
**Name shown in chats** to set the name visitors see when you take one over. It holds up to 40
characters, and saving it empty clears it. It is used only when the organization's
[chat name setting](/docs/overview/account-admin#live-chat-takeover) is **Display name**;
otherwise it is ignored. This is a name per organization, separate from the name on your login.

## Next steps

<Cards>
    <Card title="Introduction" href="/docs/overview" description="What else the platform covers." />
    <Card
        title="Billing"
        href="/docs/overview/billing"
        description="Plans and usage for your organization."
    />
</Cards>
