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 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 and email address; 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. |
Changing your email address
Section titled “Changing your email address”Your email address is how you sign in, so changing it takes two steps and two emails.
- Go to Account Settings → Profile.
- Enter the new address and click Change email address.
- Follow the link in the confirmation email sent to your current address.
- Follow the link in the verification email that then arrives at your new address.
Your address doesn’t change until you follow that second link, so you keep signing in with the old one until then. If you ignore the first email, nothing happens and your account stays as it was.
Both links expire an hour after they’re sent, and finishing a change stops them working. If a link has expired, start again from Account Settings → Profile.
Pending invitations are matched on the address they were sent to. If someone invited you to an organization before you changed your address, ask them to send the invitation again to the new one.