Documentation
Members & Invitations
Invite someone
In Settings → Organization, find the Members section.
- Click Invite Member.
- Enter their email address.
- Choose a role: Admin or Member (the help text explains what each can do).
- Click Send Invitation. They receive an email link; once they accept, they join your organization.
Who can invite, and as what
Owners can invite people as Admin or Member. Admins can invite Members only. Owner isn't an invite option; it's granted by transferring ownership.
Pending invitations
An invite that hasn't been accepted shows in the members list as a greyed row marked {role} (pending) with an Expires date. To withdraw it, click the X (Cancel invitation). There's no separate resend; cancel the old invite and send a new one.
Change a role or remove someone
- Change role: use the role pill next to a member to switch them between Admin and Member (you'll confirm the change).
- Remove: click Remove to take someone out of the organization. This can't be undone.
Admin limits
Admins can manage members but can't change or remove other admins, can't invite at admin level, and can't transfer ownership. Those are owner-only.
Transfer ownership
Every organization has one owner. To hand it over, an owner clicks Make Owner on another member and confirms; they become the owner and you become an admin. This can't be undone.
Member titles
Owners can give each member a title (for example, Senior Advisor) using the pencil icon next to their name, handy for making the team list reflect real roles.
Roles at a glance
| Role | Can do |
|---|---|
| Owner | Everything: edit details and settings, manage every member, invite at any level, set titles, and transfer ownership. |
| Admin | Edit details and settings, and manage members, but not other admins, and no ownership transfer. |
| Member | View the organization and its resources. No settings or member management. |
These are organization roles. Access to a given project is set separately; see Managing team members.