Managing Members

Overview

The Members section in your settings allows you to manage the team members who have access to your workspace. This guide provides step-by-step instructions on how to add new members, as well as how to remove existing members.

Member Types

There are three types of members you can add to your account:

1. Owner: The primary account holder with full access and privileges.
2. Admin: Users with administrative rights, including the ability to manage settings and members.
3. Member: Regular users with access to the account but limited control over settings and member management.

Adding a New Member

To add a new member to your account, follow these steps:

1. Navigate to Settings > Members in your account.
2. Click the Create Now button.
3. In the popup window, enter the email address of the new member.
4. Select the user type for the new member (either Member or Admin).
5. Click the Invite button.
6. The new member will receive an email with a magic link to sign in to their account.

Removing a Member

To remove a member from your account, follow these steps:

1. Go to Settings > Members.
2. Locate the member you wish to remove and find the gear icon on their member card.
3. Click on Delete.
4. Confirm the deletion. After confirming, the member will be removed from your account.
5. The process is complete.

This documentation provides a clear and concise guide for managing members within your account settings.