Team Management

Team Management

Invite teammates, assign roles, and manage membership.

Invite members

1. Go to Team settings → Invite member.
2. Enter the email and select a role.
3. Send invite. The user receives an email and joins after accepting.

Assign roles

• Choose the appropriate role (e.g., Organization Manager, Project Manager, User, Project Viewer).
• You can tailor viewer access (projects/clients) when inviting viewer accounts.

Manage members

• Remove members who no longer need access.
• Resend or cancel pending invitations.
• Update the team name from Team settings.

Tip: Use viewer roles for clients/external partners to keep access read‑only.