Add and Manage Team Members
To manage members in a team, you must have the Owner or Editor role in it, or be an Owner or Editor of your workspace. To manage team members, navigate to the team Info Sidebar #Members Tab by clicking on the Info icon in the top-right corner of the Teams Page and then on the members tab.
From there, you can:
Add members to the team;
Remove members from the team;
Invite new members;
Set roles for members.
Adding Members to a Team
Go to the Teams Page;
In the Teams Page #Teams Block, click on the team to which you want to add members;
Open the team's Info Sidebar by clicking the
Infoicon in the top-right corner of the screen;Open the Info Sidebar #Members Tab by clicking on it;
Click the
+button to the right of the Members section;In the popup, select the members you want to add to the team, and click the
Add memberbutton.
Removing Members from a Team
Navigate to the Teams Page;
In the Teams Page #Teams Block, click on the team from which you want to remove a member;
Open the team's Info Sidebar by clicking the
Infoicon in the top-right corner of the screen;Open the Info Sidebar #Members Tab by clicking on it;
Right-click on the member you want to remove;
Click
Remove memberfrom the context menu that appears.
Inviting Members
You can invite new users directly to a team using the team invite link. Invited users will also join the workspace as members.
Go to the Teams Page;
In the Teams Page #Teams Block, click on the team to which you want to invite a member;
Open the team's Info Sidebar by clicking the
Infoicon in the top-right corner of the screen;Click the
Copy linkbutton in the the Invite Link section;Send the copied link to the user you want to invite.
Set Roles for Team Members
Go to the Teams Page;
In the Teams Page #Teams Block, click on the team in which you want to set member roles;
Open the team's Info Sidebar by clicking the
Infoicon in the top-right corner of the screen;Right-click on the member or click on their current role name;
Select the role you want to assign to the member.
For more information about roles in Orchestra, read here: User Roles
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