Skip to main content

Add/Remove users

Managing users ensures that everyone in your organization has the right access to Sally — and you stay in control when someone should no longer have access.

When you add users, you can already assign a license during the setup — or simply add them first and assign the license later.
When you remove users, they will immediately lose access to your organization account.

Quick Navigation

  1. How to add a user
  2. How to remove a user

1. How to add a user​

  1. Open Settings in the left sidebar.
Sally interface with Settings highlighted in the left sidebar

Go to Settings

  1. In the Administration section, click on Users.
  2. To add a new user, click the + New button.
User Administration showing available licenses at the top and user list below

Available licenses and users

  1. Fill in the required details:
    • User email address
    • User role (Admin or User)
    • Language
    • Timezone
    • License type (Only licenses you have already purchased and added are available for selection.)

info

If you prefer to add the user first and assign the license later, that’s no problem. Simply follow the steps in Assign or revoke licenses.


  1. Click Add to send the invitation.
User Administration page with the + New button highlighted

Add a new user

  1. The invited user appears immediately in the list under Management with a visible status (e.g., Invitation open).
Form for adding a new user with fields for email, role, language, timezone and license type

Enter user details

  1. When the user accepts the invitation, they are prompted to enter their name and the status updates accordingly.

info

After accepting the invitation and completing the registration, the user can freely use Sally with all permissions included in the selected plan.

2. How to remove a user​

You can flexibly remove previously added users from your organization account at any time.

To do this, follow these steps:

  1. Go to Settings.
Sally interface with Settings highlighted in the left sidebar

Go to Settings

  1. Open Users under Administration.
  2. In the Management tab, select the row of the desired user and click the trash bin icon in the Actions column.
User Administration page with the trash bin icon highlighted

Remove a user

  1. Confirm the deletion in the dialog.
Important

Removing a user immediately revokes their access to Sally. This action cannot be undone. If the user needs access again, you must invite them as a new user.

The license previously assigned to the removed user becomes available again and can be reassigned to another user.