Members are the people in your org who use Adopt. As an admin, you control who they are, what role they hold, and which clients they can reach.
Inviting a member
- In admin settings, invite the person by email.
- Assign a role (see Roles and permissions).
- Grant access to the clients (workstreams) they need. Access is per client — being a member of the org doesn’t reveal any client by itself.
Changing roles or access
Update someone’s role as their responsibilities change, and add or remove client access as they move between engagements. Prefer the narrowest access that fits the job.
Deprovisioning
When someone leaves:
- Remove them from all workstreams (revokes client access).
- Reassign any engagements where they were a reviewer, so the HITL gate isn’t left without a reviewer.
- Disable or remove their account per your org’s process.
Run a periodic access review — quarterly or annually — of who has access to what. It’s good hygiene and often a compliance requirement. Look for people with access to clients they no longer work on, and roles broader than needed.
Next steps
- Roles and permissions
- Inviting members and setting access
- Data handling and compliance
