Managing Team Members

Organisation administrators can invite and manage team members from Settings > Team.

Inviting a new member

1. Click Invite Member.
2. Enter their email address and select a role.
3. Click Send Invitation. The invitee receives an email with a link to join your organisation.

Changing a member's role

Click the three-dot menu next to any team member to change their role. Role changes take effect immediately — the user may need to sign out and back in for all permissions to update.

Removing a member

Click the three-dot menu and select Remove. Removed members lose access immediately. Their previously sent documents remain in the organisation and can be reassigned to another member.