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The Users page is where admins manage workspace membership: invite new teammates, review who’s connected to what, change roles in bulk, and drill into any member’s profile, availability, integration mappings, and notification preferences.
Open Settings from the Dock (the app bar at the bottom of the screen), then select Users under Workspace Settings. Admin access is required to invite members, change roles, or remove users.
The Users page

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Toolbar

The toolbar sits above the members table and has three controls.

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Inviting a teammate

1

Open the invite dialog

Select Invite People in the toolbar. The Invite to workspace dialog opens.
2

Enter an email address

Type the person’s email address into the input field, for example, newrep@acme.com. Default validates the address before letting you proceed.
3

Send the invitation or copy a link

Choose how to deliver the invite:
  • Select Send to email the invitation directly. Default confirms with “Invitation sent successfully.”
  • Select Copy link to copy the invite URL to your clipboard and share it manually, useful for Slack or other channels.
4

Close the dialog

Select Done when you’re finished. The new member appears in the table once they accept the invitation.

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Members table

The table lists every workspace member with their profile details and integration status. Each row shows: Select the three-dot menu on any row you have permission to edit and choose Edit to open that member’s detail page. The table paginates at 10, 20, or 50 rows per page. Use the Previous and Next buttons, or change the rows per page selector, at the bottom of the table.

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Bulk actions

Select one or more members using the checkboxes in the table to reveal the bulk-action bar. The bar shows how many members are selected and offers two actions: Selections persist across pages, so you can navigate to page 2, add more checkboxes, and act on the combined set.

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Member detail pages

Selecting Edit from a member’s row opens their detail page. The page has two main sections: User Details and a User Settings nav list that links to three sub-pages.

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User details

The User Details section lets you view and, if you’re an admin editing another member, update that member’s profile.
Admins editing another member’s profile see an “Editing as admin” banner at the top of the page. If that member has no calendar connected, a warning appears prompting you to ask them to connect one.
The page also shows a Danger Zone section for admins. Select Remove User to remove the member from the workspace. You can’t remove yourself. Select Save in the action bar to commit any changes. Default confirms with a success message.

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User settings nav

Below User Details, a User Settings nav list links to three sub-pages for the member. The links appear in this order:
  1. Integrations: maps the member’s Default user to their IDs in connected third-party tools.
  2. Availability & OOO: manages the member’s working hours and out-of-office blocks.
  3. User Notifications: manages the member’s notification channel and type preferences.

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Integrations

The Integrations sub-page shows an Integration Mappings form. Each card represents a connected workspace integration and lets you map the Default user to their corresponding ID in that system. Only providers your workspace has connected appear. For integrations that support it, a searchable picker populates from the live user list in that system, for example, you can search Salesforce users by name rather than entering a raw ID. Default validates the mapping value on blur and shows an error if the ID can’t be found.
The Integrations sub-page is for mapping CRM and sequencing identities. It is not where a member’s calendar or conferencing OAuth connection is set up. Calendar connections (Google Calendar, Outlook) and the active conferencing provider (Zoom, Google Meet) are configured at the workspace level under Workspace Settings → Integrations, and the member’s active conferencing preference is set in the Conferencing Setup field on the Edit page.
Select Save in the action bar to commit mapping changes.

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Availability & OOO

The Availability & OOO sub-page shows the same availability form as the member’s own Availability & OOO user setting, rendered in an admin context. It covers personal scheduling preferences (pre/post meeting buffers, notice period, vacation mode), the member’s primary calendar, and links to their Working Hours and Out of Office sub-pages. See Availability & OOO in User Settings for a full walkthrough of each control.

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User notifications

The User Notifications sub-page shows the member’s notification settings, the same channel tabs (In-App, Slack, Mail, SMS) and notification-type toggles they see in their own settings. Admin changes here take effect for that member within the limits set by Workspace Notifications. See Notifications in User Settings for a full walkthrough of the channel and type controls.