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Collaborate with your team by inviting members to your organisation. Members can view projects, work on tasks, and receive real-time updates.

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Inviting Team Members

Only organisation Admins can invite new members.
1

Go to Organisation Settings

Click your profile icon in the bottom of the left sidebar, then click the gear icon () next to your organisation name.
2

Click Invite Member

Click the Invite Member button in the top-right corner.
3

Enter their email

Enter the email address of the person you want to invite.
Use the email they’ll sign in with (their GitHub or Google email). If you’re unsure, ask them which email is associated with their GitHub/Google account.
4

Select a role

Choose their role:
  • Member - Can work on projects but can’t manage organisation settings
  • Admin - Full access including member management
Start with Member role. You can always promote them to Admin later if needed.
5

Send invitation

Click Send Invitation. They’ll receive an email with instructions to join.
Invite Member dialog with email and role fields

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What Happens After Inviting

  1. The invitee receives an email with an invitation link
  2. They click the link and sign in (or create an account)
  3. They’re automatically added to your organisation
  4. They appear in your members list
Invitation links expire after 7 days. If the invitee doesn’t accept in time, you’ll need to send a new invitation.

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Viewing Pending Invitations

Pending invitations are shown in Organisation Settings above the Members list. Only Admins can see pending invitations. Each pending invitation shows:
  • Email address - Who was invited
  • Expiry - Invitations expire after 7 days
  • Revoke button - Cancel the invitation if needed

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Managing Members

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Viewing Members

All current members are listed in Organisation Settings under the Members section.
Members section showing member list with Invite Member button
Each member shows:
  • Name - Their display name and avatar from GitHub/Google
  • Role - Admin or Member

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Changing a Member’s Role

To promote a member to Admin or demote an Admin to Member:
1

Find the member

Open Organisation Settings and locate the person in the Members list.
2

Click the role dropdown

Click on their current role badge to open the dropdown.
3

Select the new role

Choose Admin or Member. The change takes effect immediately.
You cannot demote yourself. If you’re the only admin and want to demote yourself, first promote another member to admin.

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Removing a Member

To remove someone from your organisation:
1

Find the member

Open Organisation Settings and locate the person in the Members list.
2

Click Remove

Click the Remove button next to their name.
3

Confirm removal

Confirm the removal when prompted.
What happens when you remove someone:
  • They immediately lose access to the organisation
  • They cannot see any projects or data
  • Their past activity (comments, task updates) remains but shows their name
  • They can be re-invited later if needed

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Member Roles Explained

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Admin Role

Admins have full control over the organisation:
CapabilityDescription
✅ All project accessView, create, edit all projects
✅ Task managementCreate, edit, delete tasks
✅ Invite membersSend invitations to new members
✅ Remove membersRemove people from the organisation
✅ Change rolesPromote members to admin or demote
✅ Organisation settingsEdit name, configure settings
✅ Delete organisationPermanently delete the organisation

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Member Role

Members can work on projects but cannot manage the organisation:
CapabilityDescription
✅ All project accessView, create, edit all projects
✅ Task managementCreate, edit, delete tasks
❌ Invite membersCannot send invitations
❌ Remove membersCannot remove people
❌ Change rolesCannot change anyone’s role
❌ Organisation settingsCannot edit organisation settings
❌ Delete organisationCannot delete the organisation
Both roles have equal access to projects and tasks. The difference is only in organisation management capabilities.

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Transferring Ownership

If you need to transfer full ownership of an organisation (e.g., you’re leaving the company):
1

Promote the new owner to Admin

Ensure the person taking over has the Admin role.
2

(Optional) Demote yourself

If you’re staying as a regular member, another admin can demote you.
3

Leave the organisation

If you’re leaving entirely, you can now leave the organisation from settings.
There must always be at least one Admin. The system won’t allow the last admin to be demoted or removed.

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Best Practices

Least privilege

Give people Member role by default. Only promote to Admin those who need to manage the organisation.

Multiple admins

Have at least two Admins. If one is unavailable, the other can still manage the organisation.

Prompt removal

Remove members promptly when they leave your team or company to maintain security.

Verify emails

Before inviting, confirm you have the correct email - the one associated with their GitHub/Google account.

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Troubleshooting

Problem: The person you invited says they didn’t get an email.Solutions:
  1. Ask them to check their spam/junk folder
  2. Verify you entered the correct email address
  3. Revoke the old invitation and send a new one
  4. Have them check if emails from your domain are blocked
Problem: A new member says they can’t see any projects.Possible causes:
  • They signed in with a different account than the one invited
  • There’s a sync delay
Solutions:
  1. Ask them to refresh the page
  2. Verify they’re signed in with the correct account (check the email in their profile)
  3. Check the members list to confirm they appear
Problem: The invite button is disabled or shows an error.Possible causes:
  • You’re not an Admin
  • You’ve reached a plan limit (if applicable)
Solutions:
  1. Check your role - only Admins can invite
  2. Check if there are billing/plan limitations
Problem: Someone you removed says they can still access the organisation.Possible causes:
  • Browser cache
  • They have a different account that’s still a member
Solutions:
  1. Ask them to clear their browser cache and refresh
  2. Check if they might be signed in with a different account
  3. Verify they’re actually removed in your members list