Help Center / Settings and administration /
Users and team management
Team members are managed from Settings → Contacts, which lists every active, pending, and deactivated member in your workspace. Each entry shows the member's name, email, assigned role, and last active date.
Inviting team members
Invitations are sent by entering an email address and selecting a role. The invitee receives a link to join your workspace, and once accepted, their account appears in the active members list. Bulk invitations allow multiple email addresses to be entered at once with the same role applied to all of them.
Roles during invitation
Every non-owner role is custom-built. There's no default "Team" or "Admin" role, so a role needs to exist before invitations go out. Roles are created in Settings → User roles with granular permissions across every area. The role assigned at invitation determines exactly what the new member can see and do from their first login.
Managing existing members
Members can be deactivated without deleting their data. A deactivated member loses access to the workspace, but their tasks, time entries, conversations, and other contributions remain intact. Reactivating a deactivated member restores their access with the same role they had before.
Removing a member is permanent and revokes access entirely, though data associated with that member (tasks they created, time they tracked, conversations they participated in) stays in the workspace.
The Users page doubles as an audit view: filtering by role, status, or last active date makes it straightforward to spot inactive accounts or review who has access to what.
