Account support
Membership, roles, account settings, and organizational administration.
Help articles
8 articlesWhat is an Account in Socra?
An Account is the shared space for an organization's members and resources in Socra. It has its own directory and…
How do I create an Account?
Choose Create a new Account during Account selection, enter an Account name, and select Create Account . You become the…
How do I switch Accounts?
Choose another Account from the product's Account or workspace menu. You must have an active membership in the…
How do I invite someone to my Account?
An Account owner can send an invitation from Directory → People in Admin. Choose the person's Account role before…
What can each Account role do?
An Account role sets the person's level of access within that Account. The roles are Owner , Admin , Member , and Guest…
How do I change my Account's name, handle, or image?
An Account owner can change these fields in Account → General in Admin. Account admins can review the settings but…
How do I leave an Account?
Ask another Account owner to remove your membership in Admin. The workspace menu has no leave action, and signing out…
How do I delete an Account?
An Account owner can delete the selected Account under Account → General in Admin. The confirmation calls it Delete…