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Roles and Scope

There are three roles that control what users can access and manage:
  1. Organization Admin: The top-level role. Organization Admins can manage organization membership (invite members, resend invites, view all members) and control project access by adding members and assigning Project Admins.
  2. Project Member: Has access to a specific project after being explicitly added by an admin. Project access is not automatic after joining the organization; users must be added to each project individually.
  3. Project Admin: Has administrative access within a specific project. Project Admins are assigned per project by an Organization Admin.

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Invite Users to Your Organization

Use this flow to bring someone into your organization so they can later be assigned to projects.

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Send an Invite

  1. Go to Management → Teams.
  2. Enter the user’s email address in the invite field.
  3. Click Send Invite.
The user will receive an invitation email and appear in All Members with a status of Invite Sent until they accept.

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Resend an Invite

Use this when a user didn’t receive the invitation email or the invite link has expired.
  1. Go to Management → Teams.
  2. Find the user with status Invite Sent.
  3. Click Resend Invite.

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Manage Project Access

Before adding anyone to a project, make sure they have an Active account, users with a pending invite won’t appear in the search results.

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Add a Project Admin

  1. Go to Management → Projects.
  2. Find the project card and click Add Admins.
  3. In the modal, search for the user.
  4. Click Add to Project next to the correct user.
The user is now a Project Admin for that project.

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Add a Member to a Project

  1. Go to Management → Projects.
  2. Find the project card and click Add Members.
  3. In the modal, search for the user.
  4. Click Add to Project next to the correct user.
The user is now a Member of that project.