How to invite and manage your team members?

Last updated: June 13, 2025

You can easily control who has access to your team's workspaces by inviting, managing roles, and removing members from the Members tab. This gives you a central place to see everyone on your team and manage your available seats.

 

Inviting new members

To add new people to your team, follow these steps.

  1. Navigate to the Members tab: From your main dashboard, click on the "Members" tab in the top navigation bar to open the team management view.

  2. Add a payment method (If required): Each new member requires an available seat. If you are trying to add a member beyond the number of seats included in your current plan, you must first add a payment method. You will see a notification prompting you to go to your billing settings.

  3. Open the invitation menu: Click the "+ Add Member" button on the right-hand side.

  4. Enter member details: In the "Add Member" window, enter the email address of the person you wish to invite. You can also assign them a Role (Member or Admin) from the dropdown menu next to their email. To invite several people at once, click "+ Add additional Members".

  5. Send the invitation: Click the "Invite Members" button. An email invitation will be sent automatically. The user will be added to your members list and will have access to the team's workspaces once they accept.

 

Managing Your Team

The members list provides several options for managing your team composition and roles.

  • Change roles: In the "Role" column, you can see the current role of each team member. As an Admin, you can change a user's role to grant or restrict administrative permissions.

  • Remove a member: To remove someone from your team, locate them in the list and use the "Actions" column to select the "Remove" option. This will revoke their access to all team workspaces and resources.

  • Manage seats: If you need to increase or decrease the number of available seats in your plan, click the "Manage Seats" button. This will take you to your billing settings where you can adjust your subscription.

  • Leave team: If you wish to leave a team yourself, you can use the "Leave Team" option in the "Actions" column next to your own name.