Team Members

Collaborate with your team by inviting members to your organisation. Members can view projects, work on tasks, and receive real-time updates.

Inviting Team Members

Only organisation Admins can invite new members.

<Steps> <Step title="Go to Organisation Settings"> Click your **profile icon** in the bottom of the left sidebar, then click the **gear icon** (<Icon icon="gear" />) next to your organisation name. </Step> <Step title="Click Invite Member"> Click the **Invite Member** button in the top-right corner. </Step> <Step title="Enter their email"> Enter the email address of the person you want to invite. <Info> Use the email they'll sign in with (their GitHub or Google email). If you're unsure, ask them which email is associated with their GitHub/Google account. </Info> </Step> <Step title="Select a role"> Choose their role: - **Member** - Can work on projects but can't manage organisation settings - **Admin** - Full access including member management <Tip> Start with **Member** role. You can always promote them to Admin later if needed. </Tip> </Step> <Step title="Send invitation"> Click **Send Invitation**. They'll receive an email with instructions to join. <Frame> </Frame> </Step> </Steps>

What Happens After Inviting

1. The invitee receives an email with an invitation link
2. They click the link and sign in (or create an account)
3. They're automatically added to your organisation
4. They appear in your members list

<Warning> **Invitation links expire after 7 days.** If the invitee doesn't accept in time, you'll need to send a new invitation. </Warning>

Viewing Pending Invitations

Pending invitations are shown in Organisation Settings above the Members list. Only Admins can see pending invitations.

Each pending invitation shows:

• Email address - Who was invited
• Expiry - Invitations expire after 7 days
• Revoke button - Cancel the invitation if needed

Managing Members

Viewing Members

All current members are listed in Organisation Settings under the Members section.

<Frame> </Frame>

Each member shows:

• Name - Their display name and avatar from GitHub/Google
• Role - Admin or Member

Changing a Member's Role

To promote a member to Admin or demote an Admin to Member:

<Steps> <Step title="Find the member"> Open Organisation Settings and locate the person in the Members list. </Step> <Step title="Click the role dropdown"> Click on their current role badge to open the dropdown. </Step> <Step title="Select the new role"> Choose **Admin** or **Member**. The change takes effect immediately. </Step> </Steps> <Warning> **You cannot demote yourself.** If you're the only admin and want to demote yourself, first promote another member to admin. </Warning>

Removing a Member

To remove someone from your organisation:

<Steps> <Step title="Find the member"> Open Organisation Settings and locate the person in the Members list. </Step> <Step title="Click Remove"> Click the **Remove** button next to their name. </Step> <Step title="Confirm removal"> Confirm the removal when prompted. </Step> </Steps> <Info> **What happens when you remove someone:** - They immediately lose access to the organisation - They cannot see any projects or data - Their past activity (comments, task updates) remains but shows their name - They can be re-invited later if needed </Info>

Member Roles Explained

Admin Role

Admins have full control over the organisation:

Capability	Description
✅ All project access	View, create, edit all projects
✅ Task management	Create, edit, delete tasks
✅ Invite members	Send invitations to new members
✅ Remove members	Remove people from the organisation
✅ Change roles	Promote members to admin or demote
✅ Organisation settings	Edit name, configure settings
✅ Delete organisation	Permanently delete the organisation

Member Role

Members can work on projects but cannot manage the organisation:

Capability	Description
✅ All project access	View, create, edit all projects
✅ Task management	Create, edit, delete tasks
❌ Invite members	Cannot send invitations
❌ Remove members	Cannot remove people
❌ Change roles	Cannot change anyone's role
❌ Organisation settings	Cannot edit organisation settings
❌ Delete organisation	Cannot delete the organisation

<Info> Both roles have **equal access to projects and tasks**. The difference is only in organisation management capabilities. </Info>

Transferring Ownership

If you need to transfer full ownership of an organisation (e.g., you're leaving the company):

<Steps> <Step title="Promote the new owner to Admin"> Ensure the person taking over has the Admin role. </Step> <Step title="(Optional) Demote yourself"> If you're staying as a regular member, another admin can demote you. </Step> <Step title="Leave the organisation"> If you're leaving entirely, you can now leave the organisation from settings. </Step> </Steps> <Warning> **There must always be at least one Admin.** The system won't allow the last admin to be demoted or removed. </Warning>

Best Practices

<CardGroup cols={2}> <Card title="Least privilege" icon="shield"> Give people Member role by default. Only promote to Admin those who need to manage the organisation. </Card> <Card title="Multiple admins" icon="users"> Have at least two Admins. If one is unavailable, the other can still manage the organisation. </Card> <Card title="Prompt removal" icon="user-minus"> Remove members promptly when they leave your team or company to maintain security. </Card> <Card title="Verify emails" icon="envelope"> Before inviting, confirm you have the correct email - the one associated with their GitHub/Google account. </Card> </CardGroup>

Troubleshooting

<AccordionGroup> <Accordion title="Invitee didn't receive the email"> **Problem:** The person you invited says they didn't get an email.

Solutions:

1. Ask them to check their spam/junk folder
2. Verify you entered the correct email address
3. Revoke the old invitation and send a new one
4. Have them check if emails from your domain are blocked </Accordion>

<Accordion title="Invitation link doesn't work"> **Problem:** Clicking the invitation link shows an error.

Possible causes:

• The invitation expired (after 7 days)
• The invitation was cancelled
• The link was copied incorrectly

Solution: Send a new invitation from the Members settings page. </Accordion>

<Accordion title="Member can't see projects"> **Problem:** A new member says they can't see any projects.

Possible causes:

• They signed in with a different account than the one invited
• There's a sync delay

Solutions:

1. Ask them to refresh the page
2. Verify they're signed in with the correct account (check the email in their profile)
3. Check the members list to confirm they appear </Accordion>

<Accordion title="Can't invite more members"> **Problem:** The invite button is disabled or shows an error.

Possible causes:

• You're not an Admin
• You've reached a plan limit (if applicable)

Solutions:

1. Check your role - only Admins can invite
2. Check if there are billing/plan limitations </Accordion>

<Accordion title="Removed member still has access"> **Problem:** Someone you removed says they can still access the organisation.

Possible causes:

• Browser cache
• They have a different account that's still a member

Solutions:

1. Ask them to clear their browser cache and refresh
2. Check if they might be signed in with a different account
3. Verify they're actually removed in your members list </Accordion>

</AccordionGroup>

Related Documentation

• Organisations - Creating and managing organisations
• Authentication - How sign-in works