Free plan accounts only have access to Admin roles and do not have access to Member or Observer roles. The Observer role is only available on the Team plan or above. For additional access, please consider upgrading to a paid plan that best suits your team's needs.

Where?

If you're an Owner or Admin and wish to change someone's role in your Workspace, go to Settings > Workspace Settings > User Directory and use the drop-down next to the person's name to change their role.

• To disable a user, click on the trash can symbol next to their name.
• To re-enable a user, go to the Disabled Users tab and click on the Recycle icon next to their role.

Things to Note: 

• Only Owners can adjust other Owners and remove users entirely from an Organization.
• The User Directory is for managing users at the Workspace level.
  • A disabled user will appear here even if they've been removed from the Organization by the Owner. As an Admin of a Workspace, if you try to re-enable a user who's been removed by an Owner, an invalid profile error message will show. An Owner will need to restore the user profile the user in the Manage Organization and Workspaces Dashboard, and then the user can be re-invited to the Workspace.
• To manage users for the entire Organization (such as removing them entirely - see below), or to promote a user to an Owner, use the Manage Organization and Workspaces Dashboard. 
  • If seeking to adjust an Owner's role and permissions:
    • You first need to change their user role to Member or Admin in each Workspace, then disable them in that Workspace using the trash can symbol next to their user role, and then click on the trash can symbol next to their name to entirely remove the user from the Organization.
  •  Similarly, to remove a non-Owner user from your Organization, they first need to be disabled in all Workspaces using the trash can symbol next to their user role on that Manage page, then the trash can symbol next to their name will appear to remove from the Org entirely.

Transferring ownership of an Organization to another user

If the current Owner is available:

If you're the current Owner, you can transfer ownership of the Organization to another user.

1. Go to the Manage Organization and Workspaces Dashboard (click on your company's logo in the upper left corner, then click on View All Workspaces).
2. Once there, click on Manage Organization and Workspaces.
3. Find the user’s row in the table and click the role drop-drown menu under the desired Workspace, then choose Owner.
4. You'll be asked to confirm the action
5. Click OK to confirm

If the current owner is no longer with your company or not available:

If the current owner is no longer with your company or not available, we can change ownership of the account for you following a quick security measure. You will need to submit a written request to support@shortcut.com from an email address in the company's domain (if applicable) with a PDF document that contains the following:

• The account URL
• The name and email address of the previous account owner
• The name and email address of the new account owner
• The last four digits of the credit card number on file (if applicable)
• The billing address of the credit card on file (if applicable)

The information should be in a letter on your company letterhead, signed by a manager at your organization. If your company doesn't have letterhead, please be sure to include your company's mailing address and phone number in the letter. 

Updated February 25, 2025 20:02