Members
A member is a user account that has been linked to your organization through the invitation process. The membership record connects the global user identity to your organization and carries metadata like job title and role assignments.
View and manage all members at Access Control > Members.
What You See in the Members List
The members list shows everyone who belongs to your organization, along with their:
- Name and username — the person’s identity.
- Job title — their role in the company (informational only, set during invitation or updated later).
- Roles — which Beelocity roles are assigned to them and their current status.
Role Assignments
Each member can hold one or more roles. A role assignment is the link between a user and a role within your organization — it is what controls what the member can see and do.
Managing Role Assignments
From the Members page, you can:
- Assign roles — grant a member access to specific features by adding one or more roles.
- Remove roles — revoke access. The member remains in the organization but loses the permissions from that role. Useful when someone changes responsibilities.
- Set validity dates — make an assignment temporary by specifying a valid from and valid until date.
Temporary Assignments
Validity dates let you grant time-limited access without having to remember to revoke it later. Common scenarios:
| Scenario | How to set it up |
|---|---|
| Covering someone on leave | Assign their role to the covering person with validity dates matching the leave period |
| Project-based access | Grant elevated permissions for the project duration, they expire automatically |
| Onboarding with training access | Give new hires a broader role for their first 30 days, then it narrows automatically |
| Seasonal workers | Assign roles that are active only during the busy season |
When Is a Role Assignment Active?
A role assignment is considered active when all three conditions are met:
- The assignment is enabled (not deactivated).
- The current date is on or after the valid from date (or no start date is set).
- The current date is before the valid until date (or no end date is set, meaning it is open-ended).
If any condition is not met, the assignment is inactive and its permissions do not apply.
Tips
- Review role assignments periodically — as people change responsibilities, their roles should change too. Stale assignments are a common source of excessive access.
- Use validity dates proactively — whenever you know access should be temporary, set an end date up front rather than relying on yourself to remember to revoke it later.
- Prefer role changes over removal — when someone moves to a different function, swap their role rather than removing them from the organization. This preserves their membership record and audit history.