Start here
Invite members and choose roles
Invite teammates and give each person the minimum access their work requires.
- Audience
- owners, administrators
- Required role
- Owner or administrator with member management capability.
- Product access
- Organization settings
- Navigation path
- Settings > Members
Outcome
Invite teammates with an appropriate role and understand how seats and capabilities change.
Before you begin
- The teammate email address
- An available seat when the active plan enforces seat limits
Choose a role
Owners control billing and organization-level access. Administrators manage configuration and members. Managers work with team-wide product and engineering views. Members receive the capabilities granted to their role and pillar access. Choose the least privileged role that supports the person's work.
Send an invitation
- 1
Open Members
Go to Settings and select Members.
- 2
Enter the teammate
Select Invite member, enter the email address, and choose a role.
- 3
Send and track
Send the invitation and confirm that it appears as pending until accepted.
Change access
Use the member row to change roles. Capability changes apply on the next request. If a user cannot see a product area after a role change, also confirm that the organization plan includes the required pillar.
Remove a member
Remove access from Members. Historical product records remain attributed to the underlying person and source identity, while the removed user can no longer enter the organization.