Members

Invite and manage members in your organization.

Viewing Members

Go to Organization → Members to see all members:

• Name and email
• Role
• Status (active, pending, suspended)
• Join date
• Last active

Inviting Members

Send Invitation

1. Click Invite Member
2. Enter email address
3. Select role
4. Click Send Invitation

Bulk Invite

Invite multiple members:

1. Click Invite Member → Bulk Invite
2. Enter emails (one per line)
3. Select default role
4. Click Send All

Invitation Status

• Pending: Invitation sent, not accepted
• Accepted: Member has joined
• Expired: Invitation expired (resend if needed)

Managing Members

Change Role

1. Find the member
2. Click the role dropdown
3. Select new role
4. Confirm change

Suspend Member

Temporarily disable access:

1. Find the member
2. Click … menu
3. Select Suspend
4. Member can’t access until reinstated

Remove Member

Permanently remove from organization:

1. Find the member
2. Click … menu
3. Select Remove
4. Confirm removal

Role Permissions

Owner

• All admin permissions
• Manage billing
• Delete organization
• Transfer ownership

Admin

• Invite/remove members
• Manage teams
• View audit logs
• Configure settings

Member

• Create documents
• Share within organization
• Join teams
• Standard features

Viewer

• View shared documents
• Add comments (if allowed)
• No editing capabilities

Member Search

Find members quickly:

• Search by name or email
• Filter by role
• Filter by status
• Sort by any column

Export Members

Export member list:

1. Click Export
2. Choose format (CSV, Excel)
3. Download file

Includes:

• Name and email
• Role
• Status
• Join date

Next Steps

• Teams - Organize members into teams
• Roles & Permissions - Configure role-based access control
• Organizations - Set up your organization