Members
See who is in your organisation, invite people, change roles, remove members and revoke invitations.
Settings › Members lists everyone who can access your organisation and the invitations that haven't been accepted yet. The page is titled Team.
Everyone in the organisation can see this page. Only Owners and Admins can invite, change roles and remove people.
The member list
The Members table shows each person's name and email (your own row is marked (you)), their Role, their Status and when they Joined.
| Status | Meaning |
|---|---|
| Active | A member with access. |
| Invited | Invited but not yet joined. |
| Suspended | Access is paused. |
The Pending invitations table lists each invitation's Email, Role and when it Expires.
Invite someone
Note: Only Owners and Admins can invite people.
- Go to Settings › Members.
- Click Invite.
- Enter their Email.
- Choose a Role. See Roles and permissions.
- Click Send invitation.
You see Invitation sent, and the invitation appears under Pending invitations. The person gets an email with a link to join. The link stays valid for 7 days.
If the address is already a member or already has a pending invitation, you see That address is already a member or has a pending invitation.
Seats
Every member and every pending invitation uses a seat on your plan. If your plan has no seats left, the invite form tells you so and keeps what you typed. Revoke an unused invitation or remove a member to free a seat, or move to a plan with more seats. See Plans and the free trial.
Revoke an invitation
- In Pending invitations, open the row's actions menu and choose Revoke.
- Click Revoke to confirm.
The link sent to that address stops working. You can invite the same address again afterwards, which is also how to send someone a fresh link.
Change someone's role
Note: Only Owners and Admins can change roles.
- In Members, open the person's actions menu and choose Change role.
- Choose the new Role.
- Click Save.
The change takes effect straight away. If you're making someone an Owner, or changing an Owner to another role, you're asked to confirm your password (or authenticator code) first.
Remove a member
Note: Only Owners and Admins can remove members.
- In Members, open the person's actions menu and choose Remove.
- Click Remove to confirm.
They lose access to this organisation immediately. Their account still exists, and they keep access to any other organisations they belong to. You can invite them again later.
The last Owner
An organisation always needs at least one Owner. You can't remove the only Owner or change their role: the dialog shows This is the only Owner and the button is disabled. Make someone else an Owner first.
Leaving an organisation
There's no "leave" button for members. Ask an Owner or Admin to remove you.
Related
- Invite your team: a quick guide for first-time setup.
- Teams and routing: put members into teams and queues for conversation assignment.
- Audit log: invitations, role changes and removals are recorded there.
Still need help?
Write to us at [email protected] and tell us what you were trying to do. Already a customer? Sign in to IconEngage — the same articles are under Help in the app.