[Organization] Member Management
Every Member within an Organization will have a Role and an Account Type associated with their account. This controls what they are able to access and how they are able to interact with any Teams, Projects, Files, Libraries or Fonts.
In this article, we will cover:
Roles within the Organization
Once a Member is added to a Team, you can control what level of access they have to the Organization, and the Projects, Files and Resources shared within it.
There are two main levels of access, or Roles, within an Organization:
Members are any users that have been added to an Organization. They have an email the matches the company or Organization's domain (e.g. email@example.com).
Members are able to:
Guests are users that have been given access to specific Resources within an Organization. These could be external contractors, collaborators, or other company employees that don't require access to the entire Organization.
Guests can only access any Teams, Projects or Files that they have been explicitly invited to.
There is also a third role within an Organization of an Administrator. Admins are a subset of Member that have additional administrative rights within the Organization. Admins are able to:
- View and update detailed information around Billing, Teams, Members, Libraries and Shared Fonts.
- Control Roles and Account Types for all users within an Organization.
- Define which Shared Resources (Styles, Libraries and Shared Fonts) are available to the Organization, by default.
- View and filter Activity Logs.
Note: Organization Admins won’t automatically have omnipotent access to every Team in the Organization. They would still need to be added to a Team directly to be able to access any Projects, Files and Shared Resources within it.
As well as having a Role, every member will also have an Account Type.
The Account Type determines whether or not that member's membership will be included in your billing, as well as whether they have Edit or View only access.
There are three Account Types:
Organization Admins will be able to manage a Member’s Role and Account Type from the Members tab in the Admin Console.
In this section, we will cover:
When you first add a new Member to your account, they will be given Starter permissions by default. This allows them View and Comment on any files or resources, without being upgraded.
A Starter will be automatically upgraded to a Full Member if:
- They share a Draft from their personal files.
- They are given Can Edit access to at least one project, file or resource within the Organization (outside of their own drafts).
The Member will be upgraded to a Full member as soon as their permissions on that file have been updated. Their access permissions on any other files or resources within the Organization won't be affected.
A Member can also request an upgrade from their Account Settings by clicking the Request Upgrade link next to their current Account Type. They can also request an update when they receive a restricted access warning. This will send a notification to all Organization Admins, who can then approve the Member's request.
Note: Once a member is upgraded to Full access they will be included in your billing. There will be no immediate notification of the additional charge when a member is upgraded to Full.
Admins will also be able to set either a Starter or Full member to Restricted access. Restricted members will not be included in an Organization's billing.
Restricted Members will still be able to view and comment on any shared resources, but they will no longer be able to edit any files, or share any drafts they have created.
- In the Admin Consolne, go to the Members tab and find the member in the list.
- Update their Account Type to Restricted:
The Member themselves won’t be immediately notified that they have been made restricted. When they next try to share or edit a file, they will see an Access Restricted message.
Note: A Restricted member can request an upgrade to Full access. This can be done from anywhere where they receive a message regarding their restricted access: This will send a request to all Admins of the Organization, which will need to be approved:
Once approved, that Member will be upgraded to Full access and they will be included in the Organization's billing.
When a Team member leaves an Organization, you can simply remove them in Figma, which will immediately remove their access to the Organization.
Note: Any Drafts that belonged to that user will automatically be moved to the Shared Projects folder within the Organization. Organization Admins will be able to access those Files from the Shared Projects folder. They can then move or share those Files with any relevant Teams or Projects.
To remove Members, Admins or Guests:
- Go to the Members tab in the Admin Console.
- Click on the arrow next to the user's Role.
- Select Remove from <Organization> from the options:
- A confirmation message will be shown on screen to indicate they have been removed from the Organization.
Members can be added to the Organization via the Invite Members link on the Team's page. Anyone can invite a Member to the Team.
The Member who sent the invitation's access will determine the new members access level i.e. if a Team Member is invited by a Viewer they will be given " Can View" access by default; if they are invited by an Editor they can be given "Can Edit" access.
By default, any Members that join a Team themselves will be added to the Team with only Can View access. They will need to be upgraded to Can Edit access by another Editor or Admin on that team. Once the Member or Admin has been given Can Edit access to a team, they will be considered a Full Member and the Organization will be billed accordingly.