Members & Invitations

Manage who has access to your Nembl company account by inviting users, assigning roles, and controlling member status.

Inviting Users

Sending an Invitation

1. Navigate to Settings > IAM > Members.
2. Click Invite Member.
3. Enter the user's email address.
4. Select a role for the new member (defaults to Member).
5. Optionally assign the user to one or more groups and teams.
6. Click Send Invitation.

The invited user receives an email with a link to accept the invitation. If they already have a Nembl account, they can accept and join your company immediately. If they are new to Nembl, the link guides them through account creation.

Bulk Invitations

To invite multiple users at once:

1. Click Bulk Invite on the Members page.
2. Upload a CSV file with the following columns:

   email,role,groups,teams
   alice@example.com,Member,"Engineering","Frontend Team"
   bob@example.com,Admin,"Engineering;Management","Backend Team"
3. Review the parsed list for errors.
4. Click Send All Invitations.

Group and team names in the CSV must match existing groups and teams exactly. Separate multiple values with semicolons.

Invitation Status

Invitations can be in the following states:

View all invitations and their status from Settings > IAM > Invitations.

Resending or Revoking

• Resend -- Click the resend icon next to a pending or expired invitation to send a new email with a fresh link.
• Revoke -- Click the revoke icon to cancel a pending invitation. The link becomes invalid immediately.

Managing Account Members

Viewing Members

Navigate to Settings > IAM > Members to see all users in your company. The member list shows:

• Name and email
• Role(s)
• Group memberships
• Team memberships
• Status (Active, Disabled)
• Last active date

Use the search bar and filters to find specific members by name, email, role, or status.

Editing a Member

1. Click on a member from the list.
2. The member detail page shows their profile, roles, groups, teams, and activity.
3. Edit any of the following:
   • Roles -- add or remove roles
   • Groups -- add or remove group memberships
   • Teams -- add or remove team memberships

Changes take effect immediately. The user's effective permissions update in real time.

Roles Per Member

Each member can have multiple roles assigned through different mechanisms:

To understand a member's complete permissions, view the Effective Permissions tab on their member detail page. This resolves all direct, group, and policy-based permissions into a single view.

Disabling Users

Disabling a user suspends their access without deleting their account or history.

1. Navigate to the member detail page.
2. Click Disable User.
3. Confirm the action.

A disabled user:

• Cannot log in to Nembl.
• Is removed from all active inbox assignments and task queues.
• Retains their historical activity, audit trail, and completed work.
• Can be re-enabled at any time by an Admin.

Re-enabling a User

1. Navigate to the member detail page (filter by "Disabled" status to find them).
2. Click Enable User.
3. The user regains access with their previous roles and group memberships intact.

Removing a Member

Removing a member permanently disassociates them from your company.

1. Navigate to the member detail page.
2. Click Remove Member.
3. Choose how to handle their assigned work:
   • Reassign open requests and tasks to another member
   • Return to inbox -- unassign all items back to the team inbox
4. Confirm removal.

The member's Nembl account continues to exist but is no longer associated with your company. Their historical actions in audit logs are preserved with their name.

Best Practices

• Set roles at invitation time. Assigning the correct role upfront avoids the need to adjust permissions later.
• Use groups for scale. For companies with more than 10 members, manage permissions through groups rather than individual role assignments.
• Disable rather than remove. When someone leaves, disable their account first. This preserves their context while you reassign work. Remove after the transition is complete.
• Review invitations monthly. Expired invitations clutter the list. Revoke or resend stale invitations to keep the list accurate.
• Audit regularly. Check which members have Admin or Owner roles quarterly to maintain least-privilege access.