Managing Your Team

Team management lets you control who has access to your organization and what they can do. This guide covers inviting members, understanding roles, and removing access.

Before you begin

• You must have Admin or Owner access to manage team members
• You need at least one organization set up

Step 1: Open team settings

1. Click Settings in the sidebar navigation
2. Select the Team tab

You'll see a list of all current team members with their roles and invite status.

Step 2: Invite a new member

1. Click the Invite Member button
2. Enter the person's email address
3. Select their role (see role descriptions below)
4. Click Send Invite

The invited person will receive an email with a link to join your organization.

Understanding roles

Role	What they can do
Viewer	View projects and data, but cannot make changes
Member	Create and edit projects, view all team data
Admin	Everything Members can do, plus manage team members and settings
Owner	Full access including billing, organization deletion, and ownership transfer

note

Each organization must have at least one Owner. You cannot remove the last Owner without transferring ownership first.

Step 3: Change a member's role

1. Find the member in the team list
2. Click the role dropdown next to their name
3. Select the new role
4. Confirm the change

Step 4: Remove a member

1. Find the member in the team list
2. Click the remove button (trash icon) next to their name
3. Confirm the removal

tip

Removing a member immediately revokes their access. They will no longer be able to view or edit any projects in your organization.

What's next

• Creating a project
• Getting started guide