Members
See who belongs to your organization, change their roles, remove them and invite new people.
The Members tab lists the people in your organization and the invitations still waiting to be accepted. Use it to bring a colleague in, change what they may do, or take their access away.
Who can use it
Every role can open the tab and read the member list (member:read). What you can do from there
depends on your role:
- Change role and Remove appear for owners and admins (
member:change-roleandmember:remove). An admin cannot act on an owner's row; only an owner can. - The Pending invitations section, with Invite member, appears for owners and admins
(
member:invite). Members and Viewers do not see it.
See Roles and permissions for what each role can do.
Read the member list
The list shows each person's Name, Email, Role and Status, and when the entry was Updated. Sort by Updated with its column heading.
- Status is Active, or Deactivated for someone whose personal details have been removed from the organization's records.
- To find someone, type in Search by name or email. Choose + Add filter to filter by Joined or Updated date, using a preset such as Last 7 days or a Custom range with From and To. If nothing matches, the list says No members match your filters.; Clear filters resets it.
- A long list loads more with Load more.
Change a member's role
- Open the row's Member actions menu and choose Change role.
- Pick a role in the Role list. Each option shows what it allows.
- Choose Change role.
You see Role updated and the list shows the new role. The roles are Owner, Admin, Member and Viewer. Only an owner sees Owner as an option. An organization must keep at least one owner: changing the last owner's role is refused with "This organization needs at least one owner. Promote another member first."
Remove a member
- Open the row's Member actions menu and choose Remove.
- Read the confirmation, which says the person loses access immediately, and choose Remove.
You see Member removed. The last owner cannot be removed.
Invite someone
- In Pending invitations, choose Invite member.
- Enter their Email.
- Choose their Role. It starts unselected and is required.
- Choose Send invitation.
You see Invitation sent and the invitation joins the list. If the email address is not valid you are told Enter a valid email address; an address that cannot be invited gets This email can't be invited. Only an owner can invite someone as Owner.
If the invitation is saved but the email could not be sent, you see "Invitation created, but the email couldn't be sent. Use Resend to try again." and the row is marked Not sent.
Manage pending invitations
Each invitation shows the Email, Role, Status and when it was Invited. The status is Pending, or Expired if it was not accepted in time; a Not sent badge beside it means the email never went out.
- Resend from the Invitation actions menu issues the invitation again and sends a fresh email. You see Invitation resent. If you resend too soon you are asked to wait a bit before resending.
- Revoke withdraws the invitation after you confirm. The person can no longer accept it, and you see Invitation revoked.
Other ways to manage members
- CLI:
nuvelics memberandnuvelics invitation. - API: Members.
- Your account, as opposed to your organization's people: User Settings.