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Manage team members and roles

Use the Team Settings page to invite new team members, adjust their roles and project access, and remove people from your organisation.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Team Settings page​

Navigate to the Team Settings area from your project or organisation menu to view the list of current organisation members and their roles.

Open the Team Settings page

Step 2: Search for an existing team member​

Use the search box at the top of the members list to type a name or email address and quickly locate a specific person in your organisation.

Search for an existing team member

Step 3: Invite a new team member​

Select the option to add a member to open the invite dialog, then enter the person’s name and email address to invite them to your organisation.

Invite a new team member

Step 4: Set roles and project access for a new member​

In the invite dialog, choose one or more organisation roles for the new member and select the projects they should have access to before sending the invitation.

Set roles and project access for a new member

Share a link that includes the invite parameter so that, when opened, the Team Settings page automatically shows the add member dialog with an optional project pre-selected.

Open the add member dialog directly via invite link

Step 6: Change roles and project access for an existing member​

Use the actions menu next to a member in the list to open role settings, then update their organisation roles and project assignments as needed.

Change roles and project access for an existing member

Step 7: Remove a member from the organisation​

From the actions menu next to a member, choose the remove option, review the confirmation dialog, and confirm to revoke their access to the organisation and its projects.

Remove a member from the organisation

Last updated: 2026-02-04