Members and Teams
Every member of an organization has one of three roles. See Roles and Permissions for a full breakdown of what each role can do.
| Role | Description |
|---|---|
| Owner | Full control, including deleting the organization. There is always at least one owner. |
| Admin | Can manage settings, members, teams, products, and all content. |
| Member | Can create and update issues, risks, and audits, but cannot change organization settings. |
Inviting members
Section titled “Inviting members”Only admins and owners can invite members.
- Go to Settings → Members.
- Click Invite member.
- Enter the invitee’s email address.
- Choose a role and, optionally, a team to add them to on acceptance.
- Click Send invitation.
The invitee receives an invitation link. Pending invitations are listed in Settings → Members with their expiry date. Invitations can be cancelled at any time before they are accepted.
Removing a member
Section titled “Removing a member”- Go to Settings → Members.
- Find the member and click Remove.
Removed members lose access to the organization immediately.
Teams are optional groupings within an organization. Enabling the Teams module is not required — teams are available as part of the core organization module.
Creating a team
Section titled “Creating a team”- Go to Settings → Teams.
- Click New team.
- Enter a name and click Create.
Adding members to a team
Section titled “Adding members to a team”From Settings → Teams, open a team and add members by name or email. A member can belong to one team at a time.
Alternatively, assign a team when inviting a new member via the invitation form.
Renaming or deleting a team
Section titled “Renaming or deleting a team”Open the team from Settings → Teams and use the Rename or Delete options. Deleting a team does not remove its members from the organization.
Account settings
Section titled “Account settings”Each user can manage their own profile from Account Settings (accessible from the user menu):
| Tab | What you can do |
|---|---|
| Profile | Change display name; upload or remove a profile picture (JPEG, PNG, WebP, or GIF, max 2 MB); use a Gravatar. |
| Preferences | Set your preferred date format. |
| Password | Change your password (email/password accounts only). |
| Delete account | Permanently delete your account and all associated data. |