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Managing Members

Owners and admins can invite, remove, and adjust roles for everyone in the organization. Members get access to all projects in the org according to their role.

1. Open member management

  1. Open Admin → Organizations.
  2. Click the org you want to manage.
  3. Open Settings → Members.

You see a table with email, role, joined date, and last activity for every member, plus a separate list of pending invitations.

2. Invite a new member

  1. Click Invite member.
  2. Enter their email address.
  3. Pick a role: Owner, Admin, Member, or Viewer. The default is Member.
  4. Click Send invite.

What happens next: - If the email belongs to an existing Traylinx account: they're added immediately and notified. - If not: they receive an invitation email with a sign-up link. The invite shows as pending until they accept.

3. Manage pending invitations

For each pending invite you can: - Resend — useful if the user lost the email. - Cancel — removes the invitation before it's accepted.

4. Change a role

  1. In the member row, open the role dropdown.
  2. Pick the new role.
  3. The change applies immediately. Members with active sessions get refreshed permissions on their next action.

You can't demote the last remaining Owner — at least one Owner must always exist.

5. Remove a member

  1. Open the row's menu and choose Remove.
  2. Confirm. The user loses all access to the org's projects right away.

Removed members keep their personal account; only their access to this org is revoked.

6. Tier limits

Each subscription plan caps the number of members per organization. If you hit the cap, the Invite member button shows the limit and points to the upgrade flow. See Subscription tiers for limits per plan.

7. Leave an organization

Members can leave any org they don't own: 1. Open Settings → Members. 2. Find your own row and choose Leave organization. 3. Confirm.

If you're the only Owner, you must promote another member to Owner before you can leave.

Mirrored from traylinx-web:docs/user-manuals/organizations/managing_members.md. Edit the source in the traylinx-web repo — changes here are overwritten by the sync script.