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 Info icon 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 member button.

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 Info icon 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 member from 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 Info icon in the top-right corner of the screen;

  • Click the Copy link button 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 Info icon 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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