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Note: For details on what each role can do, see Roles & Permissions.

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Inviting Users to Your Organization

Before someone can access Gradial, they must be invited to your organization.

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Steps

  1. Navigate to app.gradial.com
  2. Click Settings in the bottom-left corner of the navigation panel
  3. Select People under the Organization section
  4. Click the Invite button in the top-right corner
  5. Enter the team member’s email address
  6. Select an organization role (Admin, Member, or Viewer)
  7. Optionally assign additional roles (Brand Manager, Designer)
  8. Click Send Invitation

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What Happens Next (For the Invited User)

The onboarding experience depends on your organization’s authentication method: Username/Password Authentication
  • The invited user receives an email notification
  • They must click the link and reset their password to activate their account
  • After setting their password, they can log in at app.gradial.com
Single Sign-On (SSO)
  • No password reset is required
  • The user can log in immediately using your organization’s SSO provider
  • The invitation email serves as a notification only

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Granting Workspace Access

After a user joins your organization, you control which workspaces they can access. Important: Organization Admins automatically have access to all workspaces. You only need to manually add Members and Viewers.

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Public vs. Private Workspaces

  • Public workspaces — All organization members and viewers have automatic access
  • Private workspaces — Users must be explicitly added

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Adding a User to a Workspace

  1. From the left navigation, select the workspace
  2. Click Settings in the top-right corner
  3. Select Access Control
  4. Click Add Members
  5. Search for the user by name or email
  6. Select a workspace role
  7. Click Add
A confirmation message will appear: “Access settings updated successfully.”

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Common Tasks

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Changing a User’s Organization Role

  1. Go to Settings → People
  2. Find the user in the list
  3. Use the Role dropdown to select a new role
  4. Changes apply immediately across the organization

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Changing a User’s Workspace Role

  1. Open the workspace and go to Settings → Access Control
  2. Find the user in the member list
  3. Use the Role dropdown to change their workspace role
  4. Changes apply only within that workspace

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Removing a User from a Workspace

  1. Open the workspace and go to Settings → Access Control
  2. Find the user in the member list
  3. Click the remove option next to their name
  • Roles & Permissions — Detailed breakdown of what each role can do at the organization and workspace levels