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Documentation Index

Fetch the complete documentation index at: https://makakoo-traylinx-35.mintlify.app/llms.txt Use this file to discover all available pages before exploring further.

Managing Members

Invite, manage, and remove team members from your TrayLinx organization.

Organization Owners and Admins can invite users to join an organization, assign them roles, manage their project access, and remove them when needed.

Inviting members

When you invite someone to an organization, TrayLinx checks whether they already have a TrayLinx account:

  • Existing users are added directly to the organization.
  • New users receive an email invitation with a link to join.

You can invite someone at the organization level (giving them access to all projects) or scope their access to specific projects only.

Organization-level invitation

Navigate to your organization, then click the Settings icon in the header (available to Owners and Admins).

In the settings page, click the Members tab icon in the header or navigate to the Members tab panel.

Click the Add Member button at the top right of the members card.

Type the email address of the person you want to invite.

Select Organization Member to give the person full access to the organization and all its projects. Select Project-Specific Access if you want to limit access to particular projects.

Choose either Member or Admin as the initial role. See Role-Based Access Control for what each role can do.

Click Add to Organization. If the user already has a TrayLinx account, they are added immediately. If not, they receive an invitation email.

Project-specific invitation

If you want a member to access only certain projects rather than the entire organization, choose Project-Specific Access in step 5 above, then select one or more projects from the list. The member will have access only to those projects.

Project-specific members do not appear in the full organization member list. They are visible only within the projects they were added to.

Accepting invitations

When a new user is invited, they receive an email containing an invitation link. Clicking the link:

  1. Opens the TrayLinx registration page (if they do not have an account) or the login page.
  2. After signing in or registering, the invitation is automatically accepted and the user is added to the organization with the role that was specified.
  3. The invitation token is captured from the URL, validated against the API, and then cleared from the browser's local storage.

Invitations that are already accepted return a 422 status and cannot be accepted again. Expired or invalid invitation tokens return a 404 status.

Pending invitations appear in the Invitations section of the Members tab in organization settings. You can resend or cancel any pending invitation from there.

Managing pending invitations

From the Members tab in organization settings, you can see all outstanding invitations. For each invitation you can:

  • Resend — sends the invitation email again to the same address.
  • Cancel — revokes the invitation so the link is no longer valid.

Cancelling an invitation updates the organization's dashboard cache so the member count stays accurate.

Viewing the member list

The Members tab in organization settings shows a sortable table of all current members with the following columns:

Column Description
Name The member's display name
Email The member's email address
Role Their current organization role (OWNER, ADMIN, or MEMBER)
Joined The date they joined the organization
Actions Buttons to manage the member

You can sort the table by name, email, role, or join date by clicking the column headers.

Managing an existing member

Click any member's row or the action button to open the Member Management dialog. This dialog shows:

  • The member's name, email, and user ID
  • Their current organization role
  • A project access table listing every project in the organization and their access level for each

From this dialog, Owners and Admins can:

  • Change the organization role — click Edit Role, select the new role, and save.
  • Adjust project access — toggle access on or off per project, or change the project-specific role.
  • Convert to project-only member — remove organization-wide access and grant access to specific projects instead.
  • Deny access to a specific project — set a member's project role to DENIED to explicitly block access even if they have organization membership.
  • Restore denied access — click Restore on a denied project to remove the explicit block.

You cannot edit your own role or remove yourself from the organization through the member management dialog. These restrictions are enforced in the UI to prevent accidental lock-outs.

Removing a member

To permanently remove a member from the organization:

Click the member's row in the members table to open their management dialog.

The Danger Zone section appears at the bottom right of the dialog. This section is only visible to Owners and Admins, and is hidden when viewing your own profile.

Click the Remove from Organization button.

Type delete in the confirmation field and click Confirm Removal. This action removes the member from the organization and all its projects.

Removing a member is permanent and cannot be undone from the UI. The member loses access to all projects in the organization immediately. You can re-invite them if needed.

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