Members Settings

Manage your organization's team members, roles, and invitations in the Members settings section.

Access Control

The Members settings page is only accessible to users with admin or owner permissions.

Accessing Members Settings

Navigate to Settings > Members or go directly to /settings/members in your browser.

Members Tab

View and manage all members of your organization.

Viewing Members

The Members tab shows a list of all organization members with:

• Avatar - Member's profile picture (if available)
• Name - Display name or username
• Email - Member's email address
• Role - Current role (Member, Admin, Owner)
• Actions - Dropdown menu for member management

Searching Members

Use the search box to filter members by name, email, or username. Results filter in real-time as you type.

Role Badges

Changing Member Roles

Update a member's role to change their permissions in the organization.

Available Roles

How to Change a Role

1. Find the member in the members list
2. Click the dropdown menu (three dots) on their card
3. Select Change role
4. Choose the new role from the dropdown
5. Click Update Role

Role Change Restrictions

Owner Restrictions:

• Only owners can assign the Owner role
• Owners cannot change their own role to non-owner
• Owners cannot be removed from the organization

Admin Restrictions:

• Admins can change members to admin or member
• Admins cannot change owners
• Admins cannot assign owner role

Transferring Ownership

When changing a member to Owner:

1. Warning shown about ownership transfer
2. Your role changes to Admin
3. New owner gains billing access and full control

Removing Members

Remove a member from your organization.

How to Remove a Member

1. Find the member in the members list
2. Click the dropdown menu (three dots) on their card
3. Select Remove member
4. Confirm the removal in the modal
5. Click Remove Member

Removal Restrictions

Cannot Remove:

• Owners - Owners cannot be removed
• Yourself - You cannot remove yourself (if you're the only admin/owner)

Can Remove:

• Members - Any admin or owner can remove
• Admins - Owners can remove admins

After Removal

• Member loses access immediately
• Member removed from members list
• Member would need a new invitation to rejoin

Invitations Tab

View and manage pending invitations to join your organization.

Viewing Invitations

The Invitations tab shows all pending invitations with:

• Email - Invited email address
• Role - Role they'll receive (Member, Admin)
• Inviter - Who sent the invitation
• Date - When the invitation was sent
• Status - Pending, Expired, Accepted, Cancelled
• Actions - Resend or cancel invitation

Invitation Statuses

Inviting Members

Send invitations to join your organization.

How to Invite a Member

1. Click Invite people button at the top
2. Fill in the invitation form:
   • Email address (required)
   • Role (Member or Admin)
   • Personal message (optional)
3. Click Send Invitation

Invitation Form Fields

After Sending Invitation

• Email sent immediately
• Invitation appears in Invitations tab
• Status shows as "Pending" until accepted or expired

Resending Invitations

Resend an invitation if the original email wasn't received or expired.

1. Go to Invitations tab
2. Find the invitation in the list
3. Click the dropdown menu (three dots)
4. Select Resend invitation

The invitation gets a new expiration date when resent.

Canceling Invitations

Cancel a pending invitation if it's no longer needed.

1. Go to Invitations tab
2. Find the invitation in the list
3. Click the dropdown menu (three dots)
4. Select Cancel invitation

Role Permissions Reference

Member Role

Can:

• View organization resources
• Access applications and sites
• View connections and settings
• Receive notifications

Cannot:

• Invite members
• Change member roles
• Remove members
• Manage organization settings

Admin Role

Can:

• Everything Members can do
• Invite members
• Change member roles (except owner)
• Remove members (except owners)
• Manage organization resources

Cannot:

• Assign Owner role
• Change Owner roles
• Remove Owners
• Access billing

Owner Role

Can:

• Everything Admins can do
• Assign Owner role
• Transfer ownership
• Access billing and subscriptions (see Billing, Pricing & Seats)
• Delete organization

Cannot:

• Remove themselves (if only owner)

Best Practices

Inviting Members

• Use Correct Email: Ensure email matches their account email
• Choose Appropriate Role: Start with Member, promote to Admin if needed
• Add Personal Message: Makes invitation more welcoming

Managing Roles

• Principle of Least Privilege: Grant minimum permissions needed
• Start as Member: Invite as Member, promote if needed
• Regular Reviews: Periodically review member roles

Removing Members

• Communicate First: Inform member before removing
• Backup Access: Ensure critical resources have multiple admins

Next Steps