Inviting Members

Add team members to your organization by sending them an email invitation.

Invite by Email

1. Go to Settings → Organization → Members
2. Click "Invite Member"
3. Enter their email address
4. Select a permission profile for them
5. Optionally set their manager (for hierarchy)
6. Click "Send Invitation"

What Happens Next

• The invitation appears in your "Pending Invitations" list
• When they sign up with that email, they automatically join your organization
• They receive the permission profile you selected

Managing Pending Invitations

Pending invitations are shown at the bottom of the Members list. You can:

• Cancel: Remove the invitation before they sign up
• View: See what profile they'll receive

Changing Member Settings

After someone joins, admins can:

Change Permission Profile

1. Go to Settings → Organization → Members
2. Find the member and use the Role dropdown
3. Select their new profile
4. Changes take effect immediately

Set Manager (for Hierarchy)

1. Click the "Edit" button next to the member
2. Select their manager from the "Reports To" dropdown
3. Click Save

This affects which meetings they can access if they have a Manager or Team Member profile.

Update Name and Title

1. Click the "Edit" button next to the member
2. Update their display name or job title
3. Click Save

Removing Members

To remove someone from your organization:

1. Go to Settings → Organization → Members
2. Click the menu (⋯) next to their name
3. Select "Remove from organization"
4. Confirm your choice

What Happens When Someone is Removed

• They lose organization-based access to meetings
• Their own meetings remain in the organization (visible to other members)
• They can still see meetings they own or were a participant in
• Anyone who reported to them becomes "orphaned" (needs a new manager)

Protecting the Last Admin

You cannot remove or demote the last admin. If you need to remove the last admin:

1. Promote another member to Admin first
2. Then remove or demote the original admin