Create and Manage User Accounts

On this page

Administrators can invite people to their Calibre organisation to collaborate on performance and get access to metrics and reports. You have full control over who joins, what Teams they have access to and levels of permissions they have to potentially make changes.

Tip

Each Calibre plan includes a given amount of seats (see the Pricing page) free of charge. You can always add more people above that limit, no matter which plan you are on, at extra cost. When you add a new person above the limit, we will notify you if there are any extra costs.

Find a Person#

You can quickly find a person (or people) using the search field in the upper section of the People tab. You can query by:

  • name
  • email address
  • role
  • authentication type
See all your teammates on the People page.

See all your teammates on the People page.

You can also sort the People table by clicking on the headings. For example, click on Last seen to uncover people who log in to Calibre most frequently.

Add People#

Tip

If your organisation uses SAML Single Sign-On, new members can be provisioned automatically, just-in-time on their first sign-in or directly with SCIM, so you may not need to invite people by hand.

  1. To add people to your Calibre organisation navigate to the Manage → People tab.
  2. Click on the Invite people button in the upper corner.
  3. Enter email addresses for everyone you want to invite. You can add several people at once, then select an appropriate role and which Teams they should belong to:
  4. Click the Send invitation button. Everyone you invited will receive an email with a prompt to join your organisation. The invitation is valid for 7 days.
Invite people to your organisation.

Invite people to your organisation.

Remove Person’s Access#

You can remove people from your organisation at any time.

  1. Navigate to the Manage → People tab.
  2. Click the Remove link next to the person you'd like to remove:
  3. Confirm revoking access by typing REMOVE in the dialog. The account data will be immediately deleted and their access revoked.
Click Remove to remove person's access to your organisation.
Confirm user account deletion by typing the person's name.

Every invitation, role change and removal is recorded in your organisation's Audit log.

Changing a person’s role or removing them from your organisation ends their active Calibre sessions immediately, so their access stops right away rather than lingering until a session expires.