Manage Organization Team Members
Add and remove team members from your organization, assign roles, and manage their access to projects. Invite new members via email and configure their permissions.
This guide is designed for project-manager.
Steps
Step 1: Navigate to Team Settings
From Settings, click Team in the left menu. This shows all current organization members with their roles and project assignments.
Step 2: View team members list
The team members table displays all users in your organization. You can see their name, email, organization role (Standard User, Org Admin, Billing Admin), and which projects they're assigned to.
Use the search box to quickly find members by name or email.
Step 3: Invite new team member
Click Invite Team Member button. Enter the email address of the person you want to add. They'll receive an invitation email with a link to join your organization.
New members can be added to specific projects after they join.
Step 4: Assign organization role
In the team members table, click on a member's role dropdown to change their organization role. Available roles are: Standard User (basic access), Org Admin (full access), and Billing Admin (billing only).
Standard User is the default role for new members.
Step 5: Add member to project
Click Add to Project next to a team member. In the dialog, select which project(s) they should have access to. Members must be added to projects individually to access them.
Members can be added to multiple projects.
Step 6: Remove team member
To remove a member from the organization, click the Remove button (trash icon) at the end of their row. Confirm the action. The member will lose access to all projects and organization features.
Removed members' activities and created items remain in the system.
Video Tutorial
Last updated: 2025-12-08