Team Members

Manage team member roles, invite and remove members, and configure access permissions.

Organisation Roles

Organisation members have different permission levels that determine what they can do across the organisation.

Role	Manage Settings	Manage Teams	Manage Members	Billing	Delete Organisation
Owner	Yes	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes	Yes
Manager	Yes	Yes	Yes	No	No
Member	No	No	No	No	No

Organisation Admins and Managers automatically receive Team Admin access to all teams in the organisation.

Team Member Roles

Teams have three roles with different permission levels:

Role	Permissions
Admin	Full access to team settings, can manage all members, delete the team, and control document visibility
Manager	Can manage team members (at or below their role level) and access manager-level documents
Member	Can access team documents shared with all members

Role hierarchy

Higher roles can manage users at or below their level:

Admins can add, update, or remove Admins, Managers, and Members
Managers can add, update, or remove Managers and Members
Members cannot manage other team members

Adding Team Members

Before adding someone to a team, they must first be a member of your organisation.

Add existing organisation members

Go to your team settings and click Add members.

Select organisation members from the list and click Next.

Assign a team role to each member, then click Add Members.

If you can't find someone in the member list, they need to be invited to your organisation first. You can do this directly from the team member dialog.

Invite new organisation members

If the person you want to add isn't in your organisation yet:

In the Add members dialog, click Invite them to the organisation first.

Enter their email address and organisation role, then click Send invite.

Once they accept, return to add them to the team.

Bulk invite via CSV

You can invite multiple members at once by uploading a CSV file. The CSV should have the following structure:

Email address	Role
admin@example.com	Admin
manager@example.com	Manager
member@example.com	Member

Accepting Invitations

When someone invites you to an organisation:

Check your email for the invitation and click the link.

Accept the invitation.

After joining the organisation, a team admin or manager can add you to specific teams.

Changing Member Roles

To change a team member's role:

Go to your team settings and find the member in the list.

Click the actions menu (three dots) and select Update role.

Choose the new role and click Update.

You can only change roles for members at or below your own role level. For example, managers cannot change an admin's role.

Removing Members

To remove someone from a team:

Go to your team settings and find the member in the list.

Click the actions menu (three dots) and select Remove from team.

Confirm the removal.

Removing someone from a team doesn't remove them from the organisation. They can be re-added to the team later.

Member limits depend on your plan. The Platform plan includes unlimited members but is limited to a single team. The Teams plan includes 5 organisation members, with additional members charged per seat.

Plan	Included Members	Teams	Additional Members
Platform	Unlimited	1	N/A
Teams	5	Custom	Per-seat pricing
Enterprise	Custom	Custom	Per agreement

When you invite new members on a seat-based plan, your billing automatically adjusts. Check your organisation's billing settings to see your current member count and limits.

Document Visibility

Team documents have visibility settings that control which roles can access them:

Visibility	Who can see
Admin only	Only team admins
Manager and above	Admins and managers
Everyone	All team members

Admins can set default visibility for new documents in team settings.