You need an admin role to manage members. Open Settings from your profile menu in the bottom-left of the sidebar (or press ⌘ ,), then go to Members under the Organization group. If you don’t see it, ask an admin at your firm.
Request new members
To add teammates who can sign in, send a request to the Metal team with their details.1
Open Members
Go to Settings → Members.
2
Request to add users
Click Request to add users. In the dialog, enter each person’s full name, email, and the role they need.
3
Send the request
Click Send. The Metal team provisions the accounts and the new members appear in your Members list once they’re set up.
Need to change someone’s role or remove an active member? Those aren’t self-serve in the app yet — use Request to add users to describe the change, or contact support@metal.ai.
Create a placeholder user
Placeholder users are lightweight records without login access — useful for representing a person on deals or teams before they have an account. They can be promoted to full members later.1
Open the dialog
On Settings → Members, click Create Placeholder User.
2
Enter their details
In the Add Placeholder User dialog, enter a Name and Email.
3
Create
Click Create. The placeholder appears in the Placeholder tab.
Understand the member list
The Members page groups people into tabs:
Roles (for example Member, Power, Admin, Owner) are shown for reference — see Roles & permissions.
Teams
Group members into teams (for example, by sector or fund) so they share access, prompts, and dashboards.1
Open Teams
Go to Settings → Teams (under the Organization group).
2
Create a team
Click Create Team. In the Add a Team dialog, enter a Name and optionally Industries and Sectors, then click Create.
3
Add members
Open a team and choose Edit Team, then add people in the Members field and click Update Team.
Related
Roles & permissions
What each role can do.
Onboarding your workspace
First-time setup for a new firm.