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View member details and manage access

Review an organisation member’s profile, roles and project access, and start management actions from the side panel.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the member detail panel​

Select a member from the team list to open the slide-in detail panel on the right, showing their key information.

Open the member detail panel

Step 2: Review the member’s profile and organisation role​

At the top of the panel, check the member’s avatar, name, email, organisation role and current status badge to confirm you have the right person.

Review the member’s profile and organisation role

Step 3: Check project memberships and roles​

Scroll through the list of project memberships in the panel to see which projects the member can access and what role they hold in each.

Check project memberships and roles

Step 4: Confirm membership dates and inviter​

In the details section, review when the member joined, any invitation date, and who invited them, using this for auditing or context before changing access.

Confirm membership dates and inviter

Step 5: Start role or access management actions​

Use the action buttons in the panel to change organisation roles, manage project access, or begin removing the member from the organisation.

Start role or access management actions

Step 6: Close the member detail panel​

Click the close icon, select outside the panel, or press Escape on your keyboard to close the member detail view and return to the main settings screen.

Close the member detail panel

Last updated: 2026-08-31