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To manage organization members, go to bottom-left user profile > Organization > Members page. organization member management On this page, you can add, edit, freeze, or remove members with options in the Actions column, depending on your teamโ€™s operational and management needs.

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Add new members to the organization

To invite new members to your organization and assign them a user role (such as Viewer or Spender), use the Invite member option.
  • The invited member will receive an email and must complete account setup before joining the organization.
  • If your organization has enabled relevant governance policies, the invitation will require approval.
  • To re-invite a previously deleted member, refer to the Cobo Accounts FAQ.
For members who have not yet accepted an invitation, you can:
  • Resend email: Remind the member to complete registration.
  • Cancel invitation: Withdraw the invitation if the information was incorrect or no longer needed.

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Manage existing members

For members who have already joined, you can perform the following actions:
  • Modify user role: Adjust a memberโ€™s user role, for example, changing from Viewer to Admin.
  • Freeze member: Temporarily restrict access to organization resources. Frozen members cannot log into the organization.
  • Unfreeze member: Restore access for previously frozen members.
  • Delete member: Permanently revoke access. This is recommended when a member leaves the organization or no longer requires access.
You can filter members by name, role, status, or recent activity time to quickly locate and manage specific members.