Managing Members

Projects can be shared with other people by inviting them as members. Each member gets a role that determines what they can do.

Viewing Members

1. Open a project.
2. Click the Members button in the project header.

This opens the Members modal, showing all current members with their names, emails, and roles.

Adding Members

Admin only

Only project admins can add or remove members.

1. In the Members modal, find the Add Member section at the top.
2. Enter the person's email address.

3. Select a role:

   Role	Description
   Editor (default)	Can create and edit chats, to-dos, and files.
   Reader	View-only access. Cannot create or modify anything.
   Admin	Full access, including settings, members, and budget management.

4. Click Add.

Inviting users who haven't signed up yet

If the email address doesn't belong to a registered user, the person will be added automatically when they sign up with that email address. You don't need to wait for them to register first.

Changing a Member's Role

Admins can change any other member's role:

1. In the Members modal, find the member in the list.
2. Use the role dropdown next to their name to select a new role.
3. The change takes effect immediately.

Info

You cannot change your own role. There must always be at least one admin.

Removing Members

1. Click the X button next to the member you want to remove.
2. The member will lose access to the project immediately.

Info

You cannot remove yourself from a project.