Inviting New Members

How to Invite Members

1. Navigate to the Members page
2. Click the "Invite Members" button
3. Enter the email addresses of team members
4. Select appropriate roles for new members
5. Send invitations

Invitation Process

• Invited members receive an email with a join link
• Invitations have an expiration period
• Pending invitations can be managed or revoked

Managing Existing Members

Changing Member Roles

1. Go to the Members section
2. Find the team member
3. Use the role dropdown to change their role
4. Confirm the role change

Role Change Restrictions

• You can only change roles to lower hierarchy levels
• Primary account owner has full permissions

Removing Team Members

1. Locate the member in the Members table
2. Use the remove/delete action
3. Confirm member removal

Invitation Management

1. Check the Pending Invitations section
2. Options include:
   • Resend invitation
   • Revoke invitation
   • Update invitation details

Permissions and Access Control

Role Hierarchy

• Roles have different permission levels
• Higher-level roles have more access
• Cannot modify users with equal or higher roles

Important Considerations

• Only account owners and members with specific permissions can manage team members
• Be careful when changing roles or removing members
• Always communicate changes with your team