Manage team members and their project access
Manage your organisation’s team, including member roles and project access, and safely remove members when they no longer need access.
This guide is designed for project manager.
Steps
Step 1: Open the Team settings
In the application, go to the Settings area and select the Team tab to view the list of organisation members and their project access.
Step 2: Review team members and project access counts
On the Team page, review each member’s organisation role and the number of projects they can access, ensuring the project count reflects their actual memberships.
Step 3: Invite a new team member
Use the invite option on the Team page to add a new organisation member by entering their details and assigning an appropriate organisation role before sending the invitation.
Step 4: Adjust a member’s organisation role
For an existing member, open their role settings and change their organisation-level permissions to match their responsibilities, then save your changes.
Step 5: Manage a member’s project access
Open the Manage project access dialog for a member to see their current project memberships, then add them to new projects, change their project roles, or remove access where no longer required.
Step 6: Resolve membership conflicts and per-project errors
If any conflicts or partial failures occur when saving project access changes, review the inline error messages for the affected project rows, adjust your changes, and try saving again.
Step 7: Confirm and save project access updates
Once you are satisfied with the changes to project access, confirm and save; the table will update to show the correct project-access count for each member.
Step 8: Remove a member from the organisation
When a member no longer needs access, start the removal process from the Team page, review the confirmation dialog that summarises how their organisation and project access will be affected, and confirm to complete the removal.
Last updated: 2026-07-31