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Settings and team management

Invite and manage members

Send invitations, assign roles and teams, and manage member access.

Owners and admins manage access from the member directory.

Invite a person

Open Settings, then select Members.

Members and invitations, with Invite member and the member list

Select Invite member.

Enter the person’s Email.

Choose the Organization role.

Choose an Initial team when appropriate.

Select Send invitation.

Change an existing member

Search for the person by name or email.

Select the settings icon at the end of that person's row.

Change Organization role or Team assignments.

Select Save changes.

Pending invitations can be resent or cancelled. Active members can be suspended, reactivated, or removed. Past activity remains after removal.

Only an owner can use Transfer ownership or change another owner. At least one owner must remain.

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