Manage User Access

Estimated reading: 2 minutes

Last updated: April 13, 2026

Add Members

Objective

Grant new users access to the Synctify OMS.

Access Members Section: From the dashboard, navigate to Settings , select Organization , and then select Members .
Navigate to Settings > Organization > Members.
Invite Member: Click on +Add . Enter the user's email address, name and assign roles based on their responsibilities, and create a temporarily password for this member.
Click + Add to create a new member account.
Send Invitation: Click Submit . The new user account will saves and please share the login credentials with the new member.
Enter the member’s account details, assign a role, create a temporary password, and click Submit.
Role and Permission: Click here to see details.

Objective

Manage existing members and adjust their access or roles quickly.

Find Member: In the Members section, browse to find the member you wish to edit.
Quick Edit: Click on the Quick Edit button under Action column. Here, you can quickly change their name, their role, language, timezone or reset the account.
Click Quick Edit to update the member’s account settings.
Apply Changes: Click Submit to update the member's information.
Update the member’s information, then click Submit to save the changes.
Delete: Click on the Delete button next to Quick Edit . Here, you can delete the access of this member.
Locate the member and click Delete to remove their access.