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View member details and access options

Use the Member detail panel to review a team member’s roles, project access, status and key dates before making any changes.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the member detail panel​

Select a team member from the settings or team list to open their detail panel, which slides in from the right-hand side of the screen.

Open the member detail panel

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

At the top of the panel, review the member’s avatar, name, email address and organisation-level role so you can confirm you are viewing the correct person.

Review the member’s profile and organisation role

Step 3: Check member status and key dates​

In the header area, review the member’s current status (such as active or pending), along with important dates like when they joined or were invited.

Check member status and key dates

Step 4: Review project memberships and roles​

Scroll through the panel to see all projects the member belongs to, including each project’s name and the member’s specific role on that project.

Review project memberships and roles

Step 5: Access role and membership management actions​

Use the action buttons in the panel to start changing organisation roles, manage the member’s project access, or begin the process of removing them if required.

Access role and membership management actions

Step 6: Close the member detail panel​

When you have finished reviewing or acting on the member’s details, close the panel by clicking the X icon, pressing Escape on your keyboard, or clicking the shaded background.

Close the member detail panel

Last updated: 2026-07-04