How to Manage Team Members

This guide explains how to view Team Members, adjust roles, and remove users within a Team Workspace. Member management features are available to users with the appropriate administrative permissions. Depending on your organization’s configuration, this typically includes designated team-level or system-level administrators.

Managing Team Members Through the Team Workspace

1. First, in the Team Workspace, click on the profile pictures on the left of Invite Members.

2. Next, to change a member’s role, click their current role and choose a new one from the dropdown.

3. If you want to remove a member, click on the Trash icon next to their name.

4. Finally, click on Save.

Managing Team Members Through Team Settings

You can also manage your Team Members by opening the Team Settings panel directly. Here’s how to do it:

1. First, in the Team Workspace, click on the Team Settings button in the bottom-left corner.

2. Next, in the menu that appears, select Team Members.

3. Then, to update a user’s  role, click on the Three Dots icon on the right.
4. After that, select Manage Members.

5. Next, to change a member’s role, click their current role and choose a new one from the dropdown.

6. If you want to remove a member, click on the Trash Can button next to their name.

7. Finally, click on Save.