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Users

For: Company owners and members who manage the teamRequires: The permission Viewing user list. Inviting needs Inviting usersScreenshots show sample data

Who’s actually in our company right now? The Users tab answers that at a glance. It lists everyone with their role and membership status. Here you find a colleague, open someone’s details and invite new people. Open it with AccountUsers. You need the permission Viewing user list.

The Users tab of Nordwind Handels GmbH as the owner sees it. Under the heading "Users" is the "Pending invites" link at the right, then the search box "Search by username, email or role", two filters both set to "Any" (role and status) and the blue "Invite a new member" button. The table lists seven people with the columns Username, Email, Role and Status: Clara Neumann (Partner), Florian Fuchs, Jana Schröder with a green online dot, Lena Hoffmann (Owner, online), Marco Weber, Sophie Krüger and Tobias Wagner (Partner), all "Active", each with an arrow that opens the person's details. Below: "Showing 1 - 7 of 10" and page buttons 1 and 2.The Users tab of Nordwind Handels GmbH as the owner sees it. Under the heading "Users" is the "Pending invites" link at the right, then the search box "Search by username, email or role", two filters both set to "Any" (role and status) and the blue "Invite a new member" button. The table lists seven people with the columns Username, Email, Role and Status: Clara Neumann (Partner), Florian Fuchs, Jana Schröder with a green online dot, Lena Hoffmann (Owner, online), Marco Weber, Sophie Krüger and Tobias Wagner (Partner), all "Active", each with an arrow that opens the person's details. Below: "Showing 1 - 7 of 10" and page buttons 1 and 2.
The Users tab lists everyone in the company with role and status, seven people per page.
What this screenshot shows
Screen
Users
Highlighted
“Users”: the page title
Also visible
Search box and role and status filters; Invite a new member button; Seven active users with role badges; Online dots for Jana Schröder and Lena Hoffmann; Pagination with two pages
Purpose
the Users tab as it opens for the owner
RegionWhat it showsWhat you do there
Heading rowThe title and, at the right, the link Pending invitesOpen the list of open invitations
Filter rowThe search box, the role filter, the status filter and the button Invite a new memberNarrow the list, invite someone
The tableOne row per member: Username, Email, Role, Status and an arrowRead who is in the company, open a member’s details
Below the tableThe count, for example “1 - 7 of 10”, and the page buttonsMove between pages

The invite button and the invitations link need a permission. Who sees what lists them. A green dot after a name means the person is signed in right now.

  1. Type part of a name or an email address into the search box.
  2. Pick a role in the first filter: Owner, Partner or Member.
  3. Pick a status in the second filter: Active, Deactivated or Deleted.

Every change takes you back to page 1. The filters combine. The role Member with the status Deactivated shows only deactivated members.

The Users tab with the status filter (screen-reader name "Filter by status") open. The options are "Any", "Active", "Deactivated" (highlighted) and "Deleted". "Any" is ticked. Choosing a status reloads the table with only the people in that status and returns to page 1. The role filter to the left offers Any, Owner, Partner and Member in the same way. The table behind still shows the seven active people of Nordwind Handels GmbH.The Users tab with the status filter (screen-reader name "Filter by status") open. The options are "Any", "Active", "Deactivated" (highlighted) and "Deleted". "Any" is ticked. Choosing a status reloads the table with only the people in that status and returns to page 1. The role filter to the left offers Any, Owner, Partner and Member in the same way. The table behind still shows the seven active people of Nordwind Handels GmbH.
The status filter shows only active, deactivated or deleted members. Pending accounts have no option here.
What this screenshot shows
Screen
Users
Highlighted
“Deactivated”: filters the table to deactivated members
Also visible
Options Any, Active, Deactivated, Deleted; Role filter to the left; Invite a new member button to the right
Purpose
filter the user list by status

Example: To see who left the company, Lena Hoffmann sets the status filter to Deleted. The list shows Emma Schulz and Paul Richter.

Deactivated and deleted members stay in the list

Section titled “Deactivated and deleted members stay in the list”

comrce Hub never removes people from the user list. Former members appear at the end, usually on the last page. What you need to know gives the sort order.

Page 2 of the Users tab of Nordwind Handels GmbH. Three people remain: Niklas Braun (Member) with a red dot and the status "Deactivated", which is highlighted, and Emma Schulz (Member) and Paul Richter (Partner), both with a grey dot and the status "Deleted". Every row still has the arrow that opens the person's details. Below the table: "Showing 8 - 10 of 10" and the page buttons, with 2 selected. The list always shows active people first, then pending, deactivated and deleted ones, each group sorted by first name.Page 2 of the Users tab of Nordwind Handels GmbH. Three people remain: Niklas Braun (Member) with a red dot and the status "Deactivated", which is highlighted, and Emma Schulz (Member) and Paul Richter (Partner), both with a grey dot and the status "Deleted". Every row still has the arrow that opens the person's details. Below the table: "Showing 8 - 10 of 10" and the page buttons, with 2 selected. The list always shows active people first, then pending, deactivated and deleted ones, each group sorted by first name.
Deactivated and deleted members stay in the list, sorted after active ones, so their history remains visible.
What this screenshot shows
Screen
Users
Highlighted
“Deactivated”: shows the membership status
Also visible
Niklas Braun Deactivated; Emma Schulz and Paul Richter Deleted; Showing 8 - 10 of 10
Purpose
statuses other than Active in the user list

Select the arrow at the end of a row in the user list. The member opens in a new tab named after them. It shows role, status, important dates and, if you may change them, the permission switches. A user’s details and permissions explains what you can change there.

  1. Select Invite a new member in the filter row.
  2. Enter the email address in Email.
  3. Keep the role Member or choose Partner.
  4. Select Invite. comrce Hub sends the invitation and shows Invite sent successfully..
The dialog "Invite a new member" with the line "Send an invite to a user." The field "Email" contains lukas.zimmermann@example.com and the role field below it shows "Member", the preset choice. The other option is "Partner". The highlighted "Invite" button sends the invitation email, which is valid for seven days. "Cancel" closes the dialog. "Invite" stays disabled until a valid address is entered.The dialog "Invite a new member" with the line "Send an invite to a user." The field "Email" contains lukas.zimmermann@example.com and the role field below it shows "Member", the preset choice. The other option is "Partner". The highlighted "Invite" button sends the invitation email, which is valid for seven days. "Cancel" closes the dialog. "Invite" stays disabled until a valid address is entered.
Enter the email address, keep Member or pick Partner, and send the invitation.
What this screenshot shows
Screen
Users
Highlighted
“Invite”: sends the invitation email
Also visible
Email field with lukas.zimmermann@example.com; Role field set to Member; Cancel button
Purpose
invite a new member from the Users tab

The invitation is valid for seven days. The invited person appears in the user list only after they accept. Until then the invitation is listed under Pending invites.

comrce Hub refuses a second invitation to an address whose earlier invitation is not accepted, even an expired one. It also refuses to invite someone who is already a member. The message then reads An active invitation for this user already exists.

The dialog "Invite a new member" after sending an invitation to mia.hartmann@example.com. Under the field "Email" the highlighted red message reads "An active invitation for this user already exists". comrce Hub refuses a second invitation while an earlier one for the same address in this company has not been accepted, even if it has expired, and also when the person is already a member. The role field still shows "Member".The dialog "Invite a new member" after sending an invitation to mia.hartmann@example.com. Under the field "Email" the highlighted red message reads "An active invitation for this user already exists". comrce Hub refuses a second invitation while an earlier one for the same address in this company has not been accepted, even if it has expired, and also when the person is already a member. The role field still shows "Member".
An address with an open invitation, or an existing member, cannot be invited again. Resend the open one instead.
What this screenshot shows
Screen
Users
Highlighted
“An active invitation for this user already exists”: explains why the invitation was refused
Also visible
Email field with mia.hartmann@example.com; Role field Member; Invite and Cancel buttons
Purpose
duplicate invitation error

Inviting people covers roles, expiry, resending and the invitee’s side.

When a search or a role filter matches no member, the user list shows No users found. If you may invite people, the button Search in invites instead appears below. It opens the open invitations with the same search text and role filled in. You then see whether the person was invited but has not joined yet.

The Users tab with "lukas" typed into the search box. No member matches, so the table area shows "No users found" and below it the highlighted button "Search in invites instead". Selecting it opens the Pending invites tab with the same search text and role filter already filled in, because the person may have been invited but not have accepted yet. The button appears only when a search text or role filter is set and you may invite people.The Users tab with "lukas" typed into the search box. No member matches, so the table area shows "No users found" and below it the highlighted button "Search in invites instead". Selecting it opens the Pending invites tab with the same search text and role filter already filled in, because the person may have been invited but not have accepted yet. The button appears only when a search text or role filter is set and you may invite people.
When a search finds nobody, look in the open invitations with one click.
What this screenshot shows
Screen
Users
Highlighted
“Search in invites instead”: opens Pending invites with the same search
Also visible
Search text lukas; No users found
Purpose
empty search result and the jump to invitations

The controls that need a word of explanation come first. The obvious ones are collapsed at the end.

Where

The wide field at the left of the filter row.

What

Finds members whose first name, last name or email contains every word you type. Upper and lower case do not matter. Role names are not matched, so use the role filter for roles.

Why

In a larger team, typing three letters of a name is faster than paging through the list.

FilterOptionsWhy
Role (Filter by role)Any, Owner, Partner, MemberSee for example all partners from your accountancy firm
Status (Filter by status)Any, Active, Deactivated, DeletedCheck who still has access and who does not

The status Pending can appear in the table but has no filter option.

Where

The blue button at the right end of the filter row, labelled Invite a new member. It opens a dialog.

What

Sends an email invitation to one address with the role Member (preset) or Partner. Invite stays disabled until you enter a valid address.

Why

New colleagues join with a role that already fits, so you rarely adjust permissions afterwards.

ColumnWhat it showsWhy
UsernameFirst and last name. A green dot when the person is online (owner only).Recognise the person
EmailThe address they sign in withTell apart people with the same name
RoleOwner, Member or PartnerSee the starting point of their permissions
StatusActive (green), Pending (orange), Deactivated (red), Deleted (grey), and the arrow to the detailsSee who can use the company right now

Other controls on this page

ControlWhat it doesWhy
Pending invites linkOpens the tab with all invitations not yet accepted. See Pending invites.Check, resend or delete an invitation
Previous, page numbers, NextMove between pages of the listKeep the list readable
Part of the screenWho sees it
The Users tab and the Users entry in the Account menuThe owner, and members with Viewing user list (included in the Member and Partner presets)
Invite button, Pending invites link, Search in invites buttonThe owner, and members with Inviting users
Green online dotsOnly the company owner

Without Viewing user list the tab shows You don’t have access to this page. You can request access from your organization admin. with a Request access button.

The Users tab as a Member sees it, here Lena Hoffmann in Rosenthal Textil GmbH. Under the heading "Users" there is no Pending invites link and no invite button, only the search box and the role and status filters. The table lists Katharina Vogel (Owner), David Koch (Member), Lena Hoffmann (Member) and Nina Lorenz (Partner), all Active, without online dots. The arrow in each row still opens that person's details, read-only.The Users tab as a Member sees it, here Lena Hoffmann in Rosenthal Textil GmbH. Under the heading "Users" there is no Pending invites link and no invite button, only the search box and the role and status filters. The table lists Katharina Vogel (Owner), David Koch (Member), Lena Hoffmann (Member) and Nina Lorenz (Partner), all Active, without online dots. The arrow in each row still opens that person's details, read-only.
Without the invite permission the invite button and the Pending invites link are hidden. Only the owner sees online dots.
What this screenshot shows
Screen
Users
Highlighted
“Users”: the page title
Also visible
No invite button, no Pending invites link; Four members of Rosenthal Textil GmbH; No online dots
Purpose
the Users tab for a member with the Member preset
TopicFact
Page sizeSeven members per page, fixed
SortingActive, then pending, deactivated and deleted. Within each group by first name, then email.
RefreshThe list refreshes by itself about once a minute. Online dots change at once.
Company-wideThe list belongs to the company you are signed in to. Switch company to see that company’s members.
InvitationsInvited people appear here only after accepting

Why can’t I see the Users entry in the Account menu?

Section titled “Why can’t I see the Users entry in the Account menu?”

The entry appears only with the permission Viewing user list. The Member and Partner presets include it, so someone removed it from your account. Ask your company owner to switch it on again on your user tab.

Only the company owner sees whether members are online. Everyone else never sees the dots on the Users tab, whatever their permissions.

Invited people join the user list only after accepting the invitation. Until then you find them under Pending invites on the Users tab, with the date their invitation expires.

Can I remove a person from the list completely?

Section titled “Can I remove a person from the list completely?”

No. Deleting a member sets the status to Deleted and ends their access. The row stays in the user list, so the company keeps a record of who was a member. Use Filter by status to hide them.

Why does searching for “Partner” find nobody?

Section titled “Why does searching for “Partner” find nobody?”

The search on the Users tab matches names and email addresses, not the role labels shown in the list. Set the role filter to Partner instead of typing the role.

Open AccountUsers and set the status filter to Deactivated. The list then shows only deactivated members and returns to page 1.

Why can’t I filter by the status Pending?

Section titled “Why can’t I filter by the status Pending?”

The status filter offers only Active, Deactivated and Deleted. Pending memberships are rare. They belong to a company owner who registered but has not confirmed the email address yet. They still appear in the unfiltered list.

The button Invite a new member needs the permission Inviting users. Neither the Member nor the Partner preset includes it. The company owner can switch it on for you on your user tab.

Why does comrce Hub say an active invitation already exists?

Section titled “Why does comrce Hub say an active invitation already exists?”

An earlier invitation to that address may still be open, even if it expired. Or the person is already a member. Resend or delete the old invitation under Pending invites, or look for the person in the user list.

No. The invite dialog offers only Member and Partner. A company has one owner. Only the owner can hand ownership to an active member, with Transfer Ownership on the Company tab.

SymptomWhat to check
The tab shows You don’t have access to this page. You can request access from your organization admin.You lack Viewing user list. Select Request access, and your owner gets an email.
A member is missing from the listCheck the last page and the status filter. Then check Pending invites, because the person may not have accepted yet.
A search shows No users found although the person existsSearch for part of the name or email instead of the role. Clear the role and status filters.
The invite dialog shows An active invitation for this user already existsResend or delete the existing invitation under Pending invites. If the person is already a member, activate them instead.
A change made by a colleague does not showWait for the automatic refresh or reopen the tab.