Invite and manage members

Only Admins can invite members, change roles and remove people. Other roles can see who is in the organization.

Invite a member#

1. Open Members

   In the dashboard sidebar, select Members.

2. Select Invite

   Enter one or more email addresses. Use each person's own address, not a shared committee inbox.

3. Pick a role

   Choose the role they should have. Start with the least access the person needs; you can change it at any time. See Roles & permissions.

4. Send the invitation

   The person receives an email. When they accept, they sign in (or create an account) and join your organization with the role you chose.

Pending invitations are listed on the Invitations tab, where you can revoke one that was sent to the wrong address.

Change someone's role#

On the Members tab, open the role menu next to the person and choose the new role. The change applies the next time they load a page; nothing else is needed.

Remove a member#

Open the actions menu next to the person and choose Remove member. They lose access to the organization immediately. Their past actions stay in the audit log.

Members who leave on their own#

Any member can leave an organization from Members → General → Leave organization. If they were the last admin, promote someone else first.