Add Members

The Members module allows you to invite users to your workspace and assign roles, teams, and responsibilities.

Members Page

Collaborate seamlessly by managing all users in one centralized system.

Member Name	Teams	Email	Team Role	Actions

Invite a new user into your workspace and define their role and access.

Enter the first name.

Example: John

Enter the last name.

Example: Doe

Select user role.

Example:

Define job title or role.

Example:

Enter valid email address.

Example: john@example.com

Assign user to one or more teams.

A toggle, on by default, shown only when adding a new member (not when editing an existing one).

On: the invitation email goes out immediately.
Off: the member is created without emailing an invite — send it later from the Members table.

A member who hasn't accepted their invitation yet shows a badge next to their name:

Not Invited — created with Send Invitation Now off; no invite email has gone out yet.
Invitation Pending — an invite email was sent and is awaiting acceptance.
Invitation Expired — the invite link expired before it was accepted.

A member who has accepted shows no badge.

For any member who is Not Invited, Invitation Pending, or Invitation Expired, open the row's ⋯ actions menu (Admin and Manager only) to:

Send Invitation — sends the invite email (or resends it). This can be temporarily disabled shortly after the last send, to prevent sending duplicates in quick succession.
Copy Invitation URL — copies the same acceptance link the invitation email contains, so you can share it yourself instead of resending the email.

Task Name	Project Name	Priority	Date	Status	Assignee

Members are active users who execute tasks, manage projects, and collaborate within assigned teams.