Members
Manage who's in your organization and what they can do.
The Members page (under Manage team) lists everyone in your workspace with their permission role, positions, and join date.
Page tabs
- Members — view your team roster, invite people, and manage member roles.
- Pending invitations — review and manage invitations that have not yet been accepted.
- Pending sign-ups — available to coordinators with volunteer management permission to review new member applications when sign-up approval is enabled.
The page opens on Members. Onboarding progress remains visible beside members and pending invitees. Manage onboarding categories, plans, and scheduling policies on the separate Onboarding setup page.
Inviting members
Click Invite Members, enter emails and roles, and send. See Inviting your team for the full flow, including pending-invite management.
Managing members
Owners and admins can manage lower-ranked members from the actions menu. The primary owner is protected from role changes and removal.
- Assign positions — choose job positions such as Volunteer. Positions describe work and do not grant permissions.
- Change Role — choose from the roles you are permitted to assign. See Roles & permissions.
- Remove from Account — the member loses access to the workspace immediately. They can be re-invited later.
Use the search box to filter large teams by name or email.
Onboarding progress
Review progress beside each member and pending invitation. Open Onboarding setup to create and assign reusable flows, or use the onboarding approval queue for submitted work. See Onboarding flows and requirements.
Transferring ownership
The primary owner or an admin can hand the organization to another member with Transfer Ownership. You'll verify an email code before confirming. The selected member becomes the primary owner.
Leaving a team
Members can leave a team themselves from the team settings Danger Zone. You'll need a new invitation to rejoin.