Manage your team members
You can invite new members, assign them board access and roles, or remove them from your organization.
Invite a team member
- Go to Team Management in the left-hand menu.
- Click + Add Member.
- Enter the member’s first name, last name, and email.
- Choose board access (all boards or selected boards).
- Assign a role (Admin, Editor).
- Click Invite.
The invited user will receive an email with instructions to join your organization. Pending invitations will be visible until accepted.
Remove a team member
To remove a user, click the trash icon next to their name in the Team Members list.
Once removed, they will no longer have access to your organization’s boards and data.