Members, roles and permissions

The Members page is the roster for your organisation: who belongs, what each person is allowed to do, who has been invited but hasn't joined yet, and who has left. Open Members in the sidebar (it sits next to Organisation).

Access is role-based, and each member holds one role. The seeded roles are Admin (full access), Manager (manage members, projects, billing and team views across the organisation), Contributor (create and update projects, delegate and own responsibilities, take assessments and e-learning) and Viewer (read-only dashboard, though they can still take assessments and e-learning). Alongside the role, two per-member switches on this page adjust reach: Let them see all teams / Limit to own teams, and Make account owner for the people who control billing and other owners.

Invite a member

1. Open Members and press Invite teammate (or scroll to Invite a teammate).
2. Fill in Email, and optionally First name and Last name.
3. Choose a Role. If your organisation has sub-teams, you can also pre-assign a Team.
4. Leave Remind them to set a learning plan ticked if you want the onboarding reminders — one nudge a day after they join, a final one after a week, stopping as soon as they set a plan. Untick it to opt them out.
5. Press Send invitation.

Your teammate receives an email with a single-use link valid for 14 days. Following it, they set a password and land in your workspace signed in. If they already have an account, they sign in and confirm the move — moving between organisations changes their role and hides their old organisation's projects, so it's never silent.

Seat limits don't block sending. If you're on a plan without team features or at your seat cap, the invite still goes out, marked Pending upgrade in your list — the invitee can't accept until you upgrade or free a seat. See plans and access for seat counts by plan; the page header shows your current usage (for example 4 of 5 seats).

Resend or revoke an invitation

1. Scroll to Pending invitations — each entry shows when it was sent, when it expires, and any pre-assigned role and team.
2. Press Resend to issue a fresh link and email (the old link stops working), or Revoke to cancel the invitation entirely.

Resend is also the fix when the original email failed to send — the invite is saved either way.

Track onboarding reminders

Each active member's row shows their learning-plan status: a Learning plan set chip once they're done, or the reminder history — which nudges have been emailed, when the next one is due, or why none will send (Not enrolled, or paused by an organisation setting or their own opt-out).

• Press Remind them to set a plan to enrol one person, or Stop reminders to un-enrol them.
• If several members aren't enrolled — typically people added before reminders existed — a banner offers Enrol everyone in reminders to backfill them in one click.

Archive a member

1. Find the person under Active members and press Archive.
2. Confirm the prompt.

Archiving blocks their sign-in and frees their seat immediately; everything they authored is preserved. You can't archive yourself, and you can't archive the last admin — promote someone else first. Archived members move to the Archived members list, where Restore brings them back (blocked while you're at your seat limit — upgrade or archive someone else first).

Who can do this

Viewing the Members page needs the manage-organisation-settings permission — Managers, Admins and the account owner have it; Contributors and Viewers don't. Sending, resending and revoking invitations and toggling onboarding reminders sit with the same group, as do archiving and restoring. The account-owner toggle is owner-only, and an organisation must always keep at least one account owner. Inviting past one seat is fine, but joining, accepting and restoring all respect your plan's seat limit.