Manage team members and project access
Use the team settings to invite members, manage their organisation roles, and control their access to projects.
This guide is designed for project manager.
Steps
Step 1: Open the team settings area
Navigate to the team settings section of the application to review the list of current organisation members and their access.
Step 2: Invite a single team member
Select the option to add a member, then enter their name, email address, and organisation role to send an invitation to join your team.
Step 3: Bulk-invite multiple team members
Open the bulk add members option and paste or upload multiple people at once using the supported bulk invite format, then confirm to send all invitations.
Step 4: View and edit a member’s details
Open a member’s detail panel to review their profile, organisation role, and current project memberships before making any changes.
Step 5: Adjust a member’s organisation role
Use the role menu next to a member to change their organisation-level role, such as upgrading or downgrading their permissions.
Step 6: Manage a member’s project access
Open the manage project access dialog for a member to add or remove them from specific projects and adjust their project-level roles.
Step 7: Review and save project access changes
Check the list of changes to project memberships, resolve any row-specific errors, and save to apply the updated access configuration.
Step 8: Remove a member from the organisation
Use the more options menu to remove a member, review the confirmation dialog, and confirm removal to revoke their access.
Step 9: Search for specific team members
Use the search box to filter the member list by name or email so you can quickly locate the person you want to manage.
Step 10: Auto-open the invite flow from a project
From a project view that links to team settings with an invite parameter, let the add member dialog open automatically with the relevant project preselected.
Last updated: 2026-09-01