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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