Managing Pigment Members and their accounts is straightforward. This article describes how to add new Members, well as modify the current Member setup.
Add new Members
You must have an Admin, Security Admin, or Primary Owner account type to invite new Members to an Application.
You can add Members individually by email and name or through a bulk import using a CSV file. It is also possible to add Members by using Groups. For more information, see Introduction to Groups.
Members can have one of three statuses:
- Pending. The account is pending until the Member confirms their email.
- Activated. The Member has confirmed their account and is active.
- Deactivated. The account is deactivated, removing access to Pigment. To deactivate a Member, click the menu (...) next to their name.
Deactivated Members' contributions remain part of your history log.
An account type must be assigned to all new Members added individually. You don’t need to assign new Members to a Group.
Add individual Members
To add new members individually:
- Navigate to the Members management section in the sidebar.
- Click the + Invite new Members button in the top right corner.
- In the Invite new Members pane, fill in the required fields:
- Username
- Account type (Standard Member, Primary Owner, Workspace Admin, or Security Admin)
- Group(s) (optional)
- Click Send invitation by email.
Add Members through CSV
To add multiple members using a CSV file:
- Format your CSV file with Name, Email, and Account Type headers.
A sample CSV template is available for download in the Invite members pane. - Click Select a file to upload your CSV.
- Click Next.
- Click Send invitation by email.
New Members are automatically assigned the Standard User account type. You can edit this later.
Edit a Member’s account
Primary Owners, Workspace Admins, and Security Admins can adjust a Member’s name and account type.
To do this:
- Open the Workspace Settings,
- Click the menu (…) next to the Member's name.
- Click Edit Member’s details.
- Update the Member’s name or their account type.
Changing the account type may change the Member’s license type. For more information, see Current Pigment License Types.
Deactivate a Member’s account
Primary Owners, Workspace Admins, and Security Admins can deactivate a Member’s account type.
To do this:
- Open the Workspace Settings.
- Click the menu (…) next to the Member's name.
- Click Deactivate.
Pigment prompts you with list of the Member’s Applications. - Select a new Member to transfer account ownership.
- Click Deactivate.
The deactivated Member remains in the Members list with a Deactivated status. You can reactivate it from the menu if necessary.
It's possible for a Member to have multiple accounts using different emails or aliases. We recommend double-checking to ensure the Member you want to remove doesn't have any additional accounts.