Team invitations bring people into your organization so they can collaborate across all your projects. Unlike project-specific invitations, team members gain access to every project in your organization and can create new projects themselves.
Inviting team members
Go to Settings and select your organization, then click Members. In the Invite new member section, enter the person's email address and select their role from the dropdown: Member for standard access or Admin for full organization management.
If your organization is on a paid plan, you must acknowledge the billing impact before sending. The checkbox shows the prorated cost and ongoing monthly rate per user. Click Send Invite to deliver the invitation.
You can also invite people to your team from the Share dialog when sharing a project. Type their email, select Add to team instead of "Add to project," and send. This is convenient when you realize someone needs team-wide access rather than just access to one project.
Organization roles
Role | Capabilities |
Admin | Manage members and billing, access all projects, change member roles |
Member | Access all organization projects, create new projects |
Admins can promote members to admin status or demote admins to member status through the role dropdown in the Members settings.
Managing team members
The Team members section displays everyone in your organization with their profile, email, and current role. As an admin, click the role dropdown next to any member to change their role or remove them from the organization.
Removing a member revokes their access to all organization projects immediately. A confirmation dialog prevents accidental removals.
Pending invitations
The Pending Invitations section shows invitations that have not been accepted yet, including the email, assigned role, and date sent. Click Revoke to cancel an invitation. Revoked invitations can no longer be accepted.
Accepting invitations
When someone receives a team invitation, they get an email with a link to join. Clicking it takes them to Exayard where they either sign in or create an account. Once they accept, they gain immediate access to all organization projects.
Invitations expire after 7 days if not accepted. They can also be revoked at any time from the Pending Invitations section.
