Add and manage people

Organization administrators can manage workspace membership from Settings → People.

Use invitations for approved guests, people whose domain is not part of your SSO setup, or anyone who needs access before SSO is ready.

Invite someone

1. Open Settings → People.
2. Enter the person’s email address under Invite people.
3. Choose Member or Admin.
4. Select Send invite.

The person will receive an email inviting them to your existing Galdera workspace.

Check an invitation

The Members list shows whether someone is active, has a pending invitation, or has been removed.

• Invitation sent means the invitation has not been accepted yet.
• Invitation expired means you need to send a new invitation.
• Active means the person has joined the workspace.
• Removed means the person no longer has workspace access.

Select the envelope action to resend a pending or expired invitation.

Change someone’s role

Find the person in the Members list, then choose Admin or Member from their role menu.

Keep at least two active administrators where practical. Galdera prevents you from removing or demoting the last active administrator.

Changing an organization role does not change the person’s access to a particular forecast version, overlay, or document. Manage those permissions from the asset’s Share menu.

Remove or restore access

Select the trash action beside a person to remove their workspace access. You cannot remove yourself.

Select the restore action to reactivate someone who was previously removed. If the person should no longer sign in through SSO, also remove their assignment to the Galdera application in your identity provider.

If just-in-time provisioning is enabled, eligible people signing in through your SSO connection may be added automatically to the existing workspace. Otherwise, invite them from Settings → People. Unless Galdera has confirmed group-based role assignment for your workspace, manage their role in Galdera.