Invite people and set team roles

The Members tab is where team administrators invite people and manage their roles. Members, guests, and pending invitations appear separately.

Invite someone to the team

1. Open the team's administration page and select Members.
2. Enter the person's email address and select Invite.
3. After they accept, set or review their Admin, Editor, or Runner role as appropriate.
4. Use the member controls to change roles or remove access.
5. Review Guests and Pending for people who have limited access or have not joined yet.

Roles and available seats

Admins manage the team, Editors prepare work, and Runners work through assigned checklists. Guests have narrower access. Some membership changes affect the organization's purchased seats, so check the allowance before inviting a large team.

Related help

• Manage checklist members
• Accept a team invitation
• Manage your plan