You need to be workspace owner to invite or remove team members and edit their permissions. Learn more about roles here.

Invite a team member

To invite a team member, go to the Team members tab in the workspace settings. You can access the workspace settings by clicking workspace ellipsis button (...) and clicking Workspace settings in the context menu. From there select the Team members tab.

From this page, you can send invites for team members to access your workspace by entering their email addresses and clicking the Invite team member button.

We'll take care of the rest. Be aware that you will not be able to invite team members if you do not have enough seats available in your workspace.

To understand how many seats you have available in your workspace, see the Workspace quotas help page.

Assign a task to a team member

There are two ways to assign a team member to a task. If you are creating a task for the first time, you have the option to assign it to a team member under Assignee field.

There are two ways of assigning a team member to a task after it has been created, or change an existing assignment.

Method 1: You can go to the task page by clicking on the task. Go to the task edit page by clicking the Edit button in the top right. If a team member has already been assigned, click on their name under the Assignee field and select a new assignee from the team member context menu. Confirm your selection by clicking outside the context menu. Click Update task in the top right corner to save your changes.

Method 2: You can assign a team member when viewing a project by clicking on the round image to the right of the task representing the team member's avatar. If a team member has not yet been assigned, it will be empty. If a team member has already been assigned, their avatar is visible. In both cases, clicking on it will open a team member context menu. Either select Assigned to nobody to remove the current assignment, or select a new team member by clicking on their name. When you are done, click outside of the context menu to save your choice.

Filter by team member

You can filter and search team members that are part of your workspace by using the side menu. Searching for team members helps you to find a team member quickly and filtering by team members allows you to see tasks a certain team member is working on.

You can apply more than one filter at a time. Go to the Team members section in the side menu and make sure it is open by clicking the Arrow button on the right side. From there you can either search for a team member or filter team members.

Filtering a team member also allows you to see how many tasks that team member has assigned to them. This feature is great in determining which team team members are available for new tasks to be assigned to them.

Edit a team member's permissions

You need to be workspace owner to edit team member permissions.

To edit team member permissions, go to the Team members tab in the workspace settings. You can access the workspace settings by clicking workspace ellipsis button (...) and clicking Workspace settings in the context menu. From there select the Team members tab.

Click the Pencil button next to a team member's role and select a new one from the dropdown. Your changes will be automatically saved when you close the dropdown when you click outside.

For more on permissions, please see our guide on team member roles and permissions.

Delete a team member

To delete a team member, go to the Team members tab in the workspace settings. Click the Remove button next to the team member you want to remove. An overlay will open asking you to confirm your choice. Once you have removed a team member, you can add them again using the steps from the section above Invite a team member.

Please keep in mind that you can not remove yourself as a team member from your workspace.