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View and manage member details

Use the member detail panel to review a team member’s roles, project access, status and history before making changes.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the member detail panel​

From your team or organisation members list, select a member to open their detail panel on the side of the screen.

Open the member detail panel

Step 2: Review the member’s identity and avatar​

At the top of the panel, confirm the member’s name, email address and initials-based avatar to ensure you are viewing the correct person.

Review the member’s identity and avatar

Step 3: Check organisation-level roles​

In the organisation roles section, review labels such as "Organisation Admin" and "Standard User" to understand the member’s overall permissions.

Check organisation-level roles

Step 4: Review project memberships and roles​

In the project memberships list, confirm which projects the member can access and whether they are an Admin or Member on each project.

Review project memberships and roles

Step 5: Confirm status, join date and who invited them​

Check the member’s status, formatted join date and the name of the person who invited them to understand their history in the organisation.

Confirm status, join date and who invited them

Step 6: Launch role editing​

Use the change roles action in the panel to start updating the member’s organisation-level permissions if you have the appropriate rights.

Launch role editing

Step 7: Manage project access​

Use the manage access action to adjust which projects the member belongs to and what role they hold on each project.

Manage project access

Step 8: Remove the member from the organisation​

If necessary, use the remove action in the panel to begin the process of revoking the member’s access to the organisation.

Remove the member from the organisation

Last updated: 2026-07-04