Users and groups

Organization administrators manage members and groups in Settings, under ORGANIZATION → Members and ORGANIZATION → Groups & permissions. Both pages are shown only to administrators. Older administration links open the same pages.

Members

Members lists the active members of the organization. Above the table:

• the search field (Name or email…) finds members by name or email;
• Filters narrows the list by Role, Group and Last active (Any time, Last 7 days, Last 30 days or Not available); the button shows how many filters are active;
• Invite member opens the invitation dialog.

The table shows each Member with their email, Role, Groups, Tokens this cycle, Last active and Joined. The administrator's own row is marked You. When the window is too narrow for every column, the missing values are listed under the member's name. Selecting a name or a row opens the member's profile.

Last active is the last use of a session that passed two-step verification since the member joined the organization. Not available means no timestamp is recorded; it does not mean that the member has never used Persate. Sessions without two-step verification are not counted, so members who have not set it up show Not available.

Invite a member

1. Select Invite member. The Add user dialog opens.
2. Enter the Email and choose the Role: Admin or Member.
3. Select Send invite. Persate emails one invitation with a link for setting a password. If the email cannot be sent, a message says so; the invitation is kept, and Resend invite on the Invites tab sends it again.

If an account with that address already exists but does not belong to any organization, the dialog asks whether to send it an invitation to join; Send invite confirms.

Set a password manually (skip the invite email) creates the account at once, without an invitation email. The password needs at least 12 characters, and the button changes to Create user. Use this option only when the organization's approved identity procedure requires it; the administrator is then responsible for delivering the initial password securely.

Open a member's detail page. The right sidebar shows their identity and a table of account details. Use Role to change between Admin and Member, Add to group to assign a group, or Remove from organization to remove the member.

The Period selector in the sidebar switches the activity charts between 7, 30, or 90 days and the current Billing cycle. On small screens, open Member profile to access these controls.

Invitations

The Invites tab next to Members lists every invitation the organization has sent, newest first. The number on the tab counts the pending and expired ones. For each invitation it shows:

• the Email, marked Existing account when the address already had a Persate account;
• the Status (Pending, Expired, Accepted or Revoked) with its date: when a pending invitation expires, or when it expired, was accepted or was revoked;
• Sent, the date of the last email, with the number of sends when it was sent more than once;
• Invited by, the administrator who sent it, or Persate team;
• the Role the person receives.

The search field (Email…) finds invitations by address, and Filters narrows them by Status and Role. Selecting an accepted invitation opens the member's profile.

• Resend invite sends the invitation again with a new link. A link from an earlier email stops working.
• Revoke invite asks for confirmation, then cancels the invitation so its link stops working. An account that already existed is not affected; an account created for the invitation and never activated is removed.

Removing a member also revokes their open invitations.

Change a role

The Role control in a member's row, or on the member's profile, switches between Admin and Member; the change is saved at once. An administrator cannot change their own role or remove themselves from the organization — in their own row these controls are inactive, and another administrator has to make the change. The organization always keeps at least one active administrator: a change that would leave none is refused with The organization must keep at least one active administrator. If a page still shows the old role after a change, refresh it or sign in again.

Member profile

The profile shows the member's usage for the selected period — 7d, 30d, 90d or Billing cycle — including events, files, tokens and last activity, the most used features and token trends. Activity is limited to event metadata.

The side panel shows the member's Role, Status, Last active, Joined, Private storage and Groups. Add to group adds the member to another group with the group role Member; selecting a group opens it.

Remove a member

Select the bin icon in the member's row, or Remove from organization on the profile, and confirm. Removal deletes the member's account and private files and cannot be undone. Before removing a member, transfer or export work that must be kept and review the groups and files the member shares.

Groups

Groups & permissions lists the organization's groups with their description, Members, Managers, Created date and the number of shared Files. The search field finds groups by name or description, and Filters limits the list to groups with a given Manager.

The organization-wide group, Everyone at followed by the organization's name, includes every member. It is managed by the organization's administrators: its membership is fixed, and it cannot be edited or deleted. Files can still be shared with it.

Create a group

1. Select Create group. The Create New Group dialog opens.
2. Enter the Name and, optionally, the Description.
3. Select Create Group.

Manage a group

Selecting a group, or its pencil icon (Manage Group), opens its page with the Members and Files tabs. Edit changes the name and description, and Delete Group deletes the group.

Members tab:

• Add member opens Add member to group: choose the User and the Role in the group, then select Add to group.
• Each row shows the Group role, the Organization role, Last active and the Added date. A changed Group role is saved at once.
• The bin icon removes the member from the group.

Group roles are Member, Manager and Viewer. Members and managers can share content with the group; a viewer sees what is shared with the group but cannot share into it — in sharing controls the group is marked Read only.

Files tab:

• Share file opens a picker for choosing a Repository file to share with the group.
• Remove File Access stops sharing the file with the group. The file itself is not deleted.

Delete a group

A group can be deleted only after its files are no longer shared with it: remove its file access first, then select Delete Group and confirm. Deleting a group cannot be undone and does not delete the files.

Access troubleshooting

• A member cannot see a shared file — check the member's group membership, the file's sharing with that group and that Repository is enabled for the organization.
• A member cannot see a lab — labs are assigned to groups; check the member's groups, then contact the organization's administrator or Persate about the assignment.
• A member still sees an old role — the member should refresh the page or sign in again.
• An action failed — reload the list before trying again, so that the action applies to the current state.