Managing your organization's members ensures the right people have the correct level of access to your projects and resources. From the membership settings, you can invite new collaborators, adjust their roles, and remove users who no longer need access.
The Member Lifecycle
When you manage users in your organization, they move through a specific lifecycle based on their invitation status.
stateDiagram-v2
[*] --> Pending : Admin sends invitation
Pending --> Active : User accepts invitation
Pending --> [*] : Admin revokes invitation
Active --> [*] : Admin removes userViewing Organization Members
You can view everyone associated with your organization from your dashboard. The system categorizes users into two main groups:
Active Users: Members who have accepted their invitations and currently have access to the organization.
Pending Invites: People who have been sent an invitation but haven't accepted it yet.
Regularly checking your pending invitations helps you identify team members who might need a reminder to join the platform.
Inviting New Members
To collaborate with others, you'll need to invite them to your organization.
- 1
Navigate to Membership Settings
Log in to your dashboard, select your organization, and navigate to Settings > Members.
- 2
Initiate the Invitation
Click the Invite User button in the top right corner.
- 3
Enter User Details
Provide the email address of the person you want to invite and select their initial role (e.g., Admin or Member).
- 4
Send the Invite
Click Send Invitation. The user will receive an email with a secure link to join your organization.
Invited users will not count toward your active user billing until they officially accept the invitation.
Accepting an Invitation
If you are on the receiving end of an invitation, you can view all your pending invites from your personal account settings. Simply click Accept on the pending invitation to instantly gain access to the organization's shared resources.
Updating User Roles
As your team evolves, you may need to change what certain members are allowed to do. You can update a user's role at any time.
| Role | Permissions | Best For |
|---|---|---|
| Admin | Full access. Can invite/remove users, change roles, and delete the organization. | Founders, IT administrators, and team leads. |
| Member | Standard access. Can view and interact with organization resources but cannot manage billing or membership. | Regular employees and standard contributors. |
| Viewer | Read-only access. Cannot make changes to resources. | External stakeholders or auditors. |
To change a role:
Find the user in your Active Users list.
Click the dropdown menu next to their current role.
Select the new role. The permission changes take effect immediately.
Removing Members
If someone leaves your team or no longer requires access, you should remove them from the organization to keep your workspace secure.
Removing a user immediately revokes their access to all organization resources. Any personal settings tied to their access will be lost, though their past activity logs will remain intact.
Locate the user in the Active Users list.
Click the Remove (trash can) icon next to their name.
Confirm the removal in the prompt.
Frequently Asked Questions
Can I cancel an invitation after sending it?
Yes. If you sent an invite to the wrong email address or changed your mind, navigate to the Pending Invites tab and click the Revoke button next to the invitation.
What happens if an invitation expires?
Invitations typically expire after 7 days for security reasons. If a team member misses the window, you will need to send them a new invitation following the standard process.
Can a user belong to multiple organizations?
Absolutely. A single user account can be invited to and switch between multiple organizations. Their role and permissions are scoped strictly to the organization they are currently viewing.