Members

The Members page controls who has access to your organization and what they can do.

Accessing Members

1. Go to Settings → Organization → Members.
2. You'll see tabs for Members and Invitations.

Members Tab

See a list of current members with:

• Name & Email: The member's display name and email address
• Role: Their role in the organization (for example: Owner, Admin, Member)
• Joined: The date they joined your organization
• Actions: Menu with options to manage the member

Member Actions

Use the Actions menu on each row to:

• Change role: Update a member's role (where allowed by your own permissions)
• Remove: Remove a member from the organization (if your role allows it)
• Leave organization: Leave the organization yourself (for your own user)

Invitations Tab

Shows all pending invites that have been sent but not yet accepted.

• View pending invitations
• See who was invited and when
• Cancel a pending invite if it was sent by mistake or is no longer needed

Inviting a Member

1. Click Invite member button.
2. The invite dialog opens with:
   • Email address: Enter the teammate's email address
   • Role: Choose the role you want to assign (for example, Member or Admin)
3. Click Send Invite.

The user will receive an email with a link to join your organization. Once they accept, they will appear under the Members tab with their assigned role.

Roles and Permissions

Different roles have different permissions:

• Owner: Full access to all settings and features
• Admin: Can manage most settings and members (except billing)
• Member: Limited access, typically focused on day-to-day operations

Note: Role permissions may vary. Contact your organization owner if you need clarification on what your role can do.

Best Practices

• Regular Review: Periodically review your member list to ensure access is still needed
• Appropriate Roles: Assign roles that match each member's responsibilities
• Secure Invitations: Only invite trusted team members
• Remove Inactive Members: Remove members who no longer need access

Related Topics

• Organization Settings
• Teams