Add and Manage View Members

To manage members in a view, you must have the Owner or Editor role in it, or be an Owner or Editor of your workspace. To manage members, go to the Info Sidebar #Members Tab by clicking on the view on the Tasks Page and then on the Members tab in the view's Info Sidebar.

From there, you can:

• Add members to the view;

• Remove members from the view;

• Invite new members;

• Assign roles.

Adding Members to a View

• Navigate to the Tasks Page;

• Find the view you want to add members to;

• Open the view's Info Sidebar by left-clicking the view;

• Open the Info Sidebar #Members Tab in the view's Info Sidebar;

• Click the + button to the right of the Members section;

• In the popup, select the members you want to add to the view, and then click the Add member button.

Removing Members from a View

• Go to the Tasks Page;

• Find the view you want to remove members from;

• Open task's Info Sidebar by left-clicking the view;

• Open the Info Sidebar #Members Tab in the view's Info Sidebar;

• Right-click on the member you want to remove;

• Select Remove member from the context menu that appears.

Setting Roles for Members

• Go to the Tasks Page;

• Find the view where you want to assign roles;

• Open view's Info Sidebar by left-clicking the view;

• Open the Info Sidebar #Members Tab in the view's Info Sidebar;

• Right-click on the member, or click on their current role name;

• Select the role you want to assign to the member.

Here you can read more about roles in Orchestra: User Roles