Invite people and manage roles

Purpose

Members and Roles let organization administrators invite people, change what they can do, and bundle permissions into roles.

Before you start

You need permission to list, invite or change members, or to edit roles. You can only hand out permissions that this organization allows and that you hold yourself. Platform administrators decide which permissions an organization can use.

Steps

1. Open Members and choose Invite people.
2. Enter an email address, select one or more roles, and send the invitation. The link works for seven days.
3. Open the Invitations tab to send a fresh link or revoke an invitation.
4. On the People tab, use a member’s actions menu to change their roles or remove them from the organization.
5. Open Roles to create a role, then select the permissions it bundles and save.

Expected result

Invited people join with the roles you selected and receive a welcome email that describes what those roles let them do. Role and member changes apply on the member’s next request. Organization Admin always has every permission available to the organization.

Troubleshooting

A locked permission or role includes access you don’t hold yourself, so you can’t grant it. A member you can’t change has access beyond yours. An organization always keeps at least one Organization Admin. A role can be deleted only when no member holds it and no pending invitation uses it.

Related guides

Read the related guide