Managing Team Members

Viewing Team Members

The Team Members page provides a comprehensive view of your project team:

• Current members and their roles
• Pending invitations
• Recent activity

Changing Roles

To change a team member's role for different projects:

1. Go to the Team Members page
2. Find the member in the list
3. Click the "Edit roles" button next to their name
4. Select the new roles for each project
5. Saves happen automatically!

Removing Members

To remove a team member from your organization:

1. Go to the Team Members page
2. Find the member in the list
3. Click the "Delete user" button
4. Confirm the removal

Removed members will lose access to all projects immediately, but their contributions will remain in the project history.

How to invite users to Requify

Only administrators are allowed to invite users to Requify. They can do so by navigating to the Members page and clicking the "Invites" tab. There they can see currently pending invitations, as well as the ability to send new invitations.

All users, including those who are still pending invites, can be assigned roles for projects. Please see Changing Roles for more information.

Accepting Invitations

When a user receives an invitation:

1. They will get an email with a link to join the organization
2. They will be prompted to create an account with the email address provided in the invitation
3. After signing in, they'll automatically granted the project roles assigned to them

Revoking Invitations

To revoke an invitation:

1. Go to the Team Members page
2. Find the member in the list
3. Click the "Revoke invitation" button (icon is a user with a minus sign)
4. Confirm the revocation

Revoked invitations will no longer be valid, and the user will be removed from the organization.