Invite and manage organisation members

Invite colleagues, give them the right role, and keep access current.

1. Open Members

   Open Organisation Settings and select Members.

   Open the organisation member list.

2. Start an invitation

   Select Invite member.

3. Set email and role

   Enter the member’s email address and select Admin, Manager, or Member.

   Note: Assign the lowest role that supports the person’s work.

4. Invite a batch

   Add additional recipients only when the same role and invitation context apply.

5. Send the invitations

   Verify addresses and roles, then send the invitations.

   Result: Invited people receive an email to join the organisation.

6. Monitor invitation status

   Review the Active and Pending tabs; resend or cancel pending invitations when necessary.

   Monitor invitation status.

7. Change access later

   Open the member menu, update the role or group assignment, and verify the result.

   Update member access carefully.