Manage organization members

Ordinary members can view their own membership. Organization administrators can view the complete roster, add people, change roles and managed organization settings, and remove members. A managed organization can also receive members and groups automatically from Microsoft Entra.

Open your account menu and follow Organizations → your organization → Members. Use Search members… to find someone by name or email.

Add one member

1. Select Add member.

2. Enter the person’s Name and Email.

3. Leave Organization admin off for an ordinary member. Turn it on only when the person should have full management permissions across the organization.

4. For someone whose email matches a managed organization’s domain, choose a Policy when policies are available. The organization’s default policy is selected initially.

   You can also enter a monthly Limit. This member-specific limit overrides the policy limit; leave it blank when no individual limit is needed.

5. Select Add Member.

The person becomes an active organization member immediately and appears in the member list. Bearly does not send or wait for an organization invitation to be accepted.

Note

A managed organization only accepts members whose email matches its managed domain. Policy and spending-limit controls appear only for those managed accounts.

Add members from a CSV

Use a CSV import when you already have a roster.

1. Select Bulk add members, then Select CSV File.

2. Upload a .csv file with exactly two columns: name and email. Either order works:

   Name, Email
   Ada Lovelace, ada@example.com

   You may include a header row; Bearly detects it automatically.

3. Review Ready to Add Members. Bearly separates the file into To add and Already exist, and shows the current member count.

4. Leave Sync Mode off when you only want to add people.

5. Select Add N Members and wait for Complete. Review the Added, Skipped, and Errors counts before selecting Done.

CSV imports add people as ordinary members. On a managed organization, they receive the default policy. You can promote an administrator, choose a different policy, or set an individual limit afterward.

Caution

Sync Mode treats the CSV as the organization roster. Members who are not in the file are shown for removal and will be removed if you continue; Bearly does not include your own account in that removal list. Review the list carefully before selecting Add N & Remove N or Remove N Members.

If Bearly rejects the file, correct every reported row and upload it again. Common problems include extra columns, missing names or email addresses, and invalid email formats. If some operations fail after processing, the results list identifies the affected people; a second import will skip anyone already added.

Control teammate contact lookup

On a managed organization, open Organizations → your organization → Overview, then find Member directory under Settings. Choose one of these options:

• All managed members lets ordinary members ask Bearly to find a managed-domain teammate by name or work email for features such as Send Email.
• Disabled for members limits ordinary members to sending email to themselves from chat.

This setting exposes only the names and work email addresses needed for contact lookup. It does not change the full roster available to organization administrators or reveal member roles, policies, spending limits, or other membership settings.

Edit a member

Only organization administrators can change member settings.

1. Select the member’s row or their Member settings gear.
2. Change their Name if needed. The Email is read-only; remove and re-add the member to correct an email address.
3. Use Organization admin to grant or remove full organization-management access.
4. For a managed account, choose a Policy and, if needed, enter a Monthly spend limit. Leave the limit blank to remove the member-specific limit.
5. Select Save.

Bearly will not let you remove administrator access from the organization’s last administrator. Make another member an Organization admin first.

If a policy badge includes [Inactive], that member still references a policy that is no longer active on the organization. Open their settings, choose an active policy or No Policy, then select Save.

Remove a member

Caution

Removing a member ends their organization membership and access to the organization’s shared chats and projects. If they hold an organization seat, Bearly unassigns it and leaves the paid seat open for someone else. The removal cannot be undone, although an administrator can add the person again later.

1. Open the member’s row with Member settings.
2. Select Remove.
3. Review the confirmation, then select Remove Member.

The last organization administrator cannot be removed. Make another member an Organization admin, then remove the original administrator.

If the wrong person was removed, use Add member to add them again and restore the appropriate role, policy, and individual limit.