Managing Members
Team Owners and Admins can invite new members, remove existing members, and change member roles. This page covers all member management tasks.
Inviting Members
Section titled “Inviting Members”To invite someone to your team:
- Switch to your Team Workspace using the sidebar switcher.
- Open Settings from the bottom-left corner.
- Go to the Team tab.
- In the Invite members section, enter the email address of the person you want to invite.
- Select the Role: Admin or Member.
- Click Send Invite.
The invited user will receive an email with instructions to join. Once they accept, they’ll appear in your team member list.
Viewing Team Members
Section titled “Viewing Team Members”To see who’s on your team:
- Open Settings → Team.
- View the member list showing each person’s name, email, role, and status.
Changing a Member’s Role
Section titled “Changing a Member’s Role”To change someone’s role (Owner and Admin only):
- Open Settings → Team.
- Find the member in the list.
- Click the role dropdown next to their name.
- Select the new role: Admin or Member.
Removing Members
Section titled “Removing Members”To remove a member from your team (Owner and Admin only):
- Open Settings → Team.
- Find the member in the list.
- Click the Remove button next to their name.
- Confirm the removal.
Once removed:
- The member loses access to all team content immediately.
- Any content they created in the Team Workspace remains with the team.
- Their Personal Workspace content is unaffected.
Leaving a Team
Section titled “Leaving a Team”If you’re a Member or Admin and want to leave a team:
- Open Settings → Team.
- Click Leave Team.
- Confirm your decision.