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Workspace admins manage the team in Settings under Organization User Management: click Add Member, enter a teammate’s work email, and click Add. Each person is an Admin, a Member or Deactivated, and admins can change roles or remove people from the same list.
Only admins see Organization User Management. Teammates must use an email at your workspace’s domain, and workspaces created with a personal email address (such as Gmail or Outlook.com) can’t add members.
The Organization User Management section of Settings, showing the workspace name, member count, Add Member button and a member row

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Roles

The note under the member list says Admins have the ability to add or delete connections. All other access is the same. Billing and VC folder watch are also admin-only. In VC mode, members see Pitch Deck Forwarding Address in Settings instead of the folder watch setup. One person is also the billing owner, marked with a dollar icon next to their name. Only the billing owner can hand billing to someone else. See Transfer billing ownership.

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Add a member

1

Open Settings

Click Settings in the side menu. Organization User Management is at the top.
2

Click Add Member

An email field appears with the hint Enter email…
3

Enter their email and click Add

Use their work email at your company’s domain. When it works you’ll see Member successfully added!
What happens next depends on the person:
  • They already have a StratEngine account at your domain: they move into your workspace as a Member right away.
  • They don’t have an account yet: StratEngine emails them an invite. They join your workspace as a Member when they sign up from that email. Invites expire after 7 days.
  • They were deactivated: adding them again reactivates them as a Member.
Anyone who signs up with an email at your company’s domain joins your workspace as a Member automatically, even without an invite.

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Why adding someone can fail

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Change a role

Each member row (other than yours) has a role dropdown. Choose Admin, Member or Deactivated. The change saves as soon as you pick it. A workspace must always have at least one admin. You can’t demote the last admin; make someone else an admin first. The billing owner must stay an admin. Choosing Member or Deactivated for them shows You must first transfer billing ownership to another user before changing their role, and the role stays as it was. Transfer billing first.

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Remove a member

1

Click the delete icon

Click the red trash icon at the end of the member’s row. It turns into Confirm Delete for 10 seconds.
2

Click Confirm Delete

The person is removed from your workspace and moved to a new workspace of their own.
You can’t remove yourself or the last admin. To remove the billing owner, transfer billing to another admin first; otherwise you’ll see You must first transfer billing ownership to another user before deleting.
To block someone temporarily without removing them, set their role to Deactivated instead. Set it back to Member or Admin to restore access.