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Team Management

The Team page is where administrators manage everyone who has access to the organisation — inviting new people, updating roles, resending invitations, and removing members who have left. While the Workspace Members page controls access to a single workspace, the Team page manages your organisation as a whole.

Opening the Team page​

  1. Click Team in the left sidebar.
  2. The page loads with a list of every member in your organisation.

You can view the Team page as any role, but the Invite Members button and per-row edit and remove actions are only visible to administrators.

What the page shows​

At the top of the page, three summary cards show key counts at a glance:

  • Total Members — everyone in your organisation, active and pending.
  • Admins — members with administrative privileges.
  • Pending — invitations that have been sent but not yet accepted.

Below the summary cards, a search box lets you filter the list by name or email. The member list shows, for each person:

  • Avatar or initials
  • Full name and email address (with a "You" tag next to your own row)
  • Role badge — Admin, Member, or Viewer
  • A Pending badge if the invitation has not yet been accepted

Inviting new members​

  1. Click Invite Members at the top right of the page.
  2. In the Email Addresses field, type one or more email addresses. Press Enter, Tab, or a comma to turn each one into a chip. You can also paste a comma- or newline-separated list to add many addresses at once.
  3. Invalid addresses appear in red — fix or remove them before sending.
  4. Choose a Role to apply to everyone in this batch: Admin, Member, or Viewer.
  5. Optionally tick one or more workspaces to add the invitees to right away. If you leave this blank, they join the organisation but no specific workspace.
  6. Click Send Invitation (the button shows "Send N Invitations" when you have added more than one chip).

Each invitee receives an email with a link to set their password and join. If any invitations fail, only the failed emails remain in the chip list so you can retry them without re-typing.

Managing existing members​

Admins see three action buttons next to each member (except themselves):

  • Resend invitation (circular arrow) — only appears for pending invitations. Click to send the invite email again.
  • Edit role (pencil) — opens a modal where you can change the member's role to Admin, Member, or Viewer. The change takes effect immediately.
  • Remove member (trash) — opens a confirmation modal. Removing a member revokes their access across the organisation. This action cannot be undone.

Tips​

  • Add someone as a Viewer first if you are not sure what they need — you can always raise their role later.
  • Use Pending as a follow-up cue: if a teammate has not accepted after a day, resend the invitation and ping them on chat.
  • Search works on both names and email addresses, so partial matches like "acm" will find everyone from acme.com.