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.

Next: workspace security.