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The Team members tab lists everyone who can reach your organization, and is where you invite new people. What you can do here depends on your own permissions. Open it from Organization → Team members.

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Inviting someone

An invitation asks two questions: where the person should have access, and as what. You can grant access at three levels, and combine several in one invitation:
  • Organization — every account you have now, and every account created later.
  • Group — every account in an account group, including accounts added to it later.
  • Specific accounts — the accounts you pick, and only those.
Pick a base role for the invitation, and override it per account where someone needs something different. If the scopes you choose overlap, the dashboard warns you before sending, so you can see that a person is being granted access twice by two different routes. Invitations go out by email. Send several at once when you are onboarding a team.

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What a member can actually reach

Open a member to see their effective access: one row per account, showing the role they hold there and where that role comes from. Access granted through a group is expandable, so you can tell a direct grant from an inherited one. This matters when someone holds more than one grant. A person with an organization-wide role and a different role on one group appears in the roster with Mixed roles, and the member page is where you see what that resolves to account by account. Members whose access comes from an organization-wide role are labelled (organization) in the roster, because they are not attached to any single account.

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Managing a member

From a member’s row you can edit their role or remove their access. Some actions are not available for organization-wide grants, since those are not held on an individual account.
  • Roles: what each role can do, and how to build a custom one.
  • Account groups: granting access to many accounts at once.