The Members section of Company settings is where you can view existing team members, and invite people to help manage your company and projects.
Access Members
Members are permission based
To update, your account must have one of the following roles enabled:
Role: Company Admin
Custom role with: General settings - Full access, Permissions and access control - Full access
To access Members:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left-side navigation, click Company settings
Scroll down the page until you see the Permissions and Access Control section and then click the Manage button next to Members. This will take you to the Team management page.
Team management options
On the Team management page, you can do the following:
Invite members
On the Team management page, click the + Invite member button
On the Invite member page, enter the Email for the person that you’re inviting
Under Role, click the dropdown menu to select the role that you want to assign to them
In the Projects section choose the access level that they will have to projects
Click the Send invite button
View members
On the Team management page, click the three dots next to the Member that you want to see
Click View to go to the member’s page
Edit member
On the Team management page, click the three dots next to the Member that you want to update
Click Edit
On the member’s page, click on any of the fields to update them
When you’re finished, click the Save button
Remove member
On the Team management page, click the three dots next to the Member that you want to remove
Click Remove
In the Remove member? popup, click the OK button to confirm