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Admins manage who’s in the workspace from Settings → Members. This page covers requesting new members, creating placeholder users, and grouping people into teams.
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.

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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 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.

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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. (Only placeholder users can be deleted from the app.)

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Understand the member list

The Members page groups people into tabs:
TabWho’s here
ActiveFull members with access to your organization.
PlaceholderLightweight records without login access.
RemovedPeople whose access has been removed.
Roles (for example Member, Power, Admin, Owner) 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.
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.