As your team grows and changes, you'll want to invite new members, remove those no longer on your team, and edit their permissions as needed. This article will empower you to understand how to manage these changes.
Add Users
To add new users to your team, go to Account, then click Invite a team member in the top right corner Pending Invitations box.
A box will pop up where you can add one or more user at a time, separated by commas, as long as those users have the same permission levels. For more information on permissions, click this article: Permissions Overview
This user's invitation is now be pending and visible in the Pending Invitations until it's been accepted. They'll receive instructions in their email's inbox on next steps. If they don't receive their invitation, the invite might be in their spam or junk folder.
Edit User Permissions
As your team's roles change, their access might need to as well. As long as the user has accepted their invitation, editing their permissions is easy!
To edit your team's permissions, click Account on the left side of the screen, then click Manage team members in the Team Member box on the right side of the screen.
Next, click the drop down arrow next to the user you'd like to edit and adjust their permissions as needed. For more information on permissions, click this article: Permissions Overview
Don't forget to click Save next to their name after you've made a change.
Pause Users
If a member of your team needs their access paused (perfect for seasonal workers!), making this change is easy. Click Account on the left side of the screen, then click Manage team members in the Team Member box on the right side of the screen.
Next, click the 3 vertical dots to the right of the user and click Pause team member.
When you pause a team member's access, all projects and tasks will still be assigned to them. Make sure to reassign any work if needed.
To unpause their access, follow the same steps,
Remove Users
If a member has left your team and no longer needs access, you'll want to delete their account. Before deleting users, please reassign all their projects and tasks to another member of the team so work is not missed.
Click Account on the left side of the screen, then click Manage team members in the Team Member box on the right side of the screen.
Click the 3 vertical dots to the right of the user and click Delete team member. This action cannot be undone, so be sure this is the action you want to take!
