Who can use Membership
Only Organization Admins can invite users, change roles and manage teams. Other users cannot change Admin Console settings.
Open Membership
In Databook, select your Profile icon in the top right corner, then choose Admin Settings.
In the left panel, select Config, then Membership.
The Membership page has two tabs:
Users lets you view, invite and manage individual members and their roles. This article covers this tab.
Teams lets you create and manage groups of users. See How to manage teams in your Databook organization.
View your users
The Users tab lists everyone in your organization. Each row shows:
Name and email address
Role as a dropdown you can change directly in the table
Team(s) with the number of teams the user belongs to
Status: active for people who have signed in, or pending for people with an invitation they have not yet accepted
To find someone, enter their name or email address in the search bar.
The table shows 10 users per page by default.
Change a user's role
On the Users tab, find the user.
Select the role dropdown next to their name.
Choose the role you want.
Changes take effect immediately.
Databook has four roles. Each includes everything the role below it can do, plus more.
Role | What it adds |
User | Use the Databook app |
Builder | Use AI Studio, setting things live for themselves only |
Strategist | Set things live for your whole organization |
Organization Admin | Access the Admin Console, including Membership |
For what each role can do in detail, see User roles in Databook.