Manage members

Efficiently manage organization members in Cobo Portal by inviting, modifying roles, and controlling access to enhance teamwork.

To manage organization members, go to bottom-left user profile > Organization > Members page.

On this page, you can add, edit, freeze, or remove members with options in the Actions column, depending on your team’s operational and management needs.

Add new members to the organization

To invite new members to your organization and assign them a user role (such as Viewer or Spender), use the Invite member option.

• The invited member will receive an email and must complete account setup before joining the organization.
• If your organization has enabled relevant governance policies, the invitation will require approval.
• To re-invite a previously deleted member, refer to the Cobo Accounts FAQ.

For members who have not yet accepted an invitation, you can:

• Resend email: Remind the member to complete registration.
• Cancel invitation: Withdraw the invitation if the information was incorrect or no longer needed.

Manage existing members

For members who have already joined, you can perform the following actions:

• Modify user role: Adjust a member’s user role, for example, changing from Viewer to Admin.
• Freeze member: Temporarily restrict access to organization resources. Frozen members cannot log into the organization.
• Unfreeze member: Restore access for previously frozen members.
• Delete member: Permanently revoke access. This is recommended when a member leaves the organization or no longer requires access.

You can filter members by name, role, status, or recent activity time to quickly locate and manage specific members.

Feel free to share your feedback to improve our documentation!