Manage members and roles
Add or deactivate members, change roles and control who can do what.
Updated 16 June 2026
Members and their roles are managed from Settings → Team.
Add, edit or deactivate
- Add a member by inviting them by email.
- Change a role at any time from the member's row.
- Deactivate someone who leaves. They lose access immediately but their history (tasks, messages, audit entries) is preserved. Deactivating frees up a seat.
Roles and permissions
- Owner / Admin: manage billing, security and everything else.
- Member: work day to day without admin powers.
- Custom roles (Growth and above): define exactly which modules and actions a role can access.
Your plan caps how many active members you can have. If you hit the cap, deactivate someone who's left or upgrade for more seats. You'll see seat usage in Settings → Billing.
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