Executives add people to an organization by creating invite links, and manage existing members’ roles, teams, and active status from Settings. This article walks through both.
Step-by-step: inviting a member
- Open Settings → Organization → Invite & Onboarding.
- Under New invite, enter the person’s email.
- Choose a role: Executive, Portfolio Manager, or Analyst (Analyst is the default).
- Optionally set a sub-role, team, and cohort.
- Click Create invite, then Copy link and send the link to the person yourself.
How it works
- Ezana does not email the invite for you. The link opens the organization sign-in page with the invite attached.
- If your organization has an email-domain restriction, invites must use an address on that domain; the panel shows the domain, or says no restriction is set.
- Pending invites are listed under the form. Invites expire after 14 days, and you can Revoke one at any time.
- Only Executives can create, view, or revoke invites.
Managing existing members
Open Settings, then Organization, then Members & Roles to see everyone, filter by team, and change a member’s role, sub-role, team, or active status. To take away someone’s access, mark them inactive. Ezana stops the last active Executive from demoting or deactivating themselves, so an organization is never locked out.
Things to know
- There is no fixed seat count shown in the app; seat arrangements are part of your Enterprise agreement.
- Every invite and membership change is recorded in the Audit Log.
Troubleshooting
- “Email must end in @…”? Use the person’s organization address.
- “Executive role required”? Ask an Executive to send the invite.
- Invite link no longer works? It expired or was revoked. Create a new one.
- Wrong person invited? Revoke the pending invite.
Next in Teams & Organizations: Team Hub Overview (B2B) and Team Roles, Permissions, and Billing.
Related articles
FAQ
Q: Does Ezana send the invite email?
A: No. Copy the invite link and send it yourself.
Q: Does deactivating a member delete their work?
A: No. It removes their access; the member record stays and can be reactivated.
Q: How long is an invite valid?
A: 14 days, unless you revoke it sooner.