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Admins manage who’s in the workspace from Settings → Members. This page covers requesting new members, creating placeholder users, removing members, and grouping people into teams.
You need an Admin role to manage members. Who can remove a member is covered in Roles & permissions. 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 in your organization.

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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? That isn’t self-serve in the app yet. Use Request to add users to describe the change, or contact support@metal.ai. To take away someone’s access, see Remove a member.

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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.
To remove a placeholder, hover its row in the Placeholder tab and click the trash icon, then confirm Delete. Deleting a placeholder can’t be undone.

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Remove a member

Remove a full member when they leave your organization or no longer need access. Removal takes effect immediately.
1

Find the member

On Settings → Members, open the Active tab.
2

Remove them

Hover the member’s row and click the trash icon. In the Remove Member dialog, click Remove.
When you remove a member, Metal:
  • Signs them out and ends all of their active sessions.
  • Blocks them from signing back in to your organization.
  • Moves them to the Removed tab.
Some members can’t be removed:
  • You can’t remove yourself. Your own row has no trash icon.
  • Admins can’t remove a Metal team member. Metal shows “You do not have permission to remove this user.” Only the Metal team can remove Metal team members.

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Understand the member list

The Members page groups people into tabs: Roles (for example Member, Power, Admin) are shown for reference — see Roles & permissions.

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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.
Only Admins and the Metal team can add or remove team members, set a team’s external ID, or delete a team. Members can still edit a team’s descriptive fields, such as Name, Industries, and Sectors. See Roles & permissions.
Assigning a deal to a team — rather than an individual — keeps coverage intact when people are out or change roles.

Roles & permissions

What each role can do.

Onboarding your workspace

First-time setup for a new firm.