Manage the people in your organization on the Users page in the web dashboard. You can add and invite users, see who has joined, change roles and groups, and invite, deactivate or delete many users at once.
To open the page, go to Manage, then select Users under Directory. You must be an owner or an admin, or have a role with the People permission set to Edit. See User roles in Robin.
The top of the page shows the link your members use to sign in to your organization.
See your user counts
Cards at the top of the page count your users:
- Users: the number of users in your organization, and your licensed user limit.
- Added: users who were added but never sent an invite.
- Invite pending: users who have an invite and have not joined yet.
- Invite expired: users whose invite link expired before they joined.
- Deactivated: users who cannot use your organization. See Deactivate a user.
Select the information icon on a card to see what it counts. When your organization reaches its licensed user limit, a banner shows at the top of the page. To invite more users, ask your account owner to upgrade your plan.
Understand user statuses
The Status column shows where each user is in the invite process:
- Added: the user is in your organization, but Robin has never sent them an invite email.
- Invite pending: Robin sent an invite, and the user has not accepted it.
- Invite expired: the invite link expired. Each invite link expires after 2 weeks. Send a new invite.
- Active: the user joined your organization.
- Deactivated: the user cannot open your organization, and Robin keeps their data.
Find users
Use the filters above the list to narrow it down. Filter by role with All roles, by group with All groups, and by status with All statuses. To find one person, type their name or email in Search person.
Change one user
Each row shows the user's name and email, their roles, their groups and their status. To change a user, work in their row:
- Roles: select the arrow in the Role column, then select a role to add or remove it. See User roles in Robin.
- Groups: select the arrow in the Groups column, then add or remove a group.
- Deactivate or delete: select the ⋯ menu in the Action column, then select De-activate or Delete. For a deactivated user, the menu shows Re-activate.
Act on many users at once
Select the check box next to each user you want. A bar above the list shows how many users you selected and the actions you can take:
- Send invite: email an invite to the selected users.
- Deactivate: stop the selected users from using your organization. Robin keeps their data.
- Delete: remove the selected users from your organization. Robin also takes away their roles and groups and ends or cancels their desk reservations. Robin asks you to confirm.
To clear your selection, select X in the bar.
Send invite emails
To invite everyone who has not joined yet, send invites by status instead of user by user.
- Select Send invites at the top of the page. You see the Send invite emails dialog, with the number of users for each status.
- Select each group of users to invite: Added: Invite has never been sent, Invite pending or Invite expired.
- Select Send invites.
Each invite email has a link to join your organization. See Invite your coworkers.
Add users
To add people, select Add users, then select Add individually or Import from CSV. To connect your HR system, select Integrate with HR System.
For the steps, see Invite your coworkers and Bulk invite people with a CSV import. To add people from your identity provider, see Provision and manage members with SCIM.