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Members

Settings → Members is where you invite people, review access, and change workspace roles.

Invite members

Select Invite Member and add one or more people. New members join with the member role; an admin can change it after they accept. Pending invites are listed on the same page, where admins can resend or revoke them.

If the person should join a specific team, invite them from that team instead. A team invite adds them to the workspace and sets their team role in one step.

The members list shows current workspace members, their workspace roles, and the teams they belong to.

Membership notifications

Workspace owners can receive notifications when someone joins or leaves the workspace. Team admins can receive the same for their teams, through Slack or email depending on notification preferences.

Member setup

After joining, members should connect the tools they work in, so their work is credited to them in recaps, standups, and insights.

Member profiles show the external accounts a person has connected, such as version control, issue tracking, Slack, and calendar accounts, so you can spot a missing connection before recaps look incomplete.

Presence indicators show who is currently active in the workspace. Treat presence as coordination help, not a performance metric.

Roll out in a larger organization

For larger teams, create teams before inviting everyone. Invite team admins first, then let those admins invite their members from the team, so you do not have to move people between teams after onboarding.

If the rollout starts with one or two teams, follow the Pilot Guide before expanding access across the organization.

Review pending invites and member roles regularly, especially after contractors, clients, or partner teams leave a workspace.

Roles explains what each role can do.

Frequently asked questions


PreviousWorkspaceNextTeams

Billing

Upgrade, manage seats, download invoices, and cancel from Settings → Billing.

Preferences

Set your profile, locale, default workspace, coding tools, folders, launch behavior, and how completed initiatives and bugs roll into recap.

Apps

Manage integrations, custom apps, OAuth clients, webhooks, and agent-capable software from one admin area.

Compliance

Gather policy, contact, data handling, and security material for procurement and legal review.

  • Invite members
  • Membership notifications
  • Member setup
  • Roll out in a larger organization
  • Frequently asked questions
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