Cloodot
SettingsOrganization

Members

Manage who has access to your organization and their roles.

Control who has access to your organization and what they can do.

Open the Members page

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

Current members

The Members tab shows each active member with:

  • Name & Email — Display name and email address
  • Role — Owner, Admin, or Member
  • Joined — The date they joined your organization
  • Actions — Menu with management options

Available actions

From the Actions menu on each row, you can:

  • Change role — Update a member's role (if your role allows it)
  • Remove — Remove the member from the organization (if your role allows it)
  • Leave organization — Leave the organization yourself (only available on your own row)

Pending invitations

The Invitations tab lists invites that have been sent but not yet accepted.

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

Invite a member

  1. Click Invite member.
  2. In the dialog:
    • Email address — Enter the person's email.
    • Role — Choose a role (for example, Member or Admin).
  3. Click Send Invite.

The invitee receives an email with a link to join. Once they accept, they appear in the Members tab with the assigned role.

Roles and permissions

  • Owner — Full access to all settings and features, including billing. Typically one owner per organization.
  • Admin — Can manage most settings and members, but not billing.
  • Member — Limited access, focused on day-to-day operations.

Note: If you're unsure what your role can do, ask your organization owner.

Managing access well

  • Review your member list regularly to make sure access is still needed.
  • Match each member's role to their actual responsibilities.
  • Only invite people you trust.
  • Remove members who no longer need access.

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