Project Members
Invite team members and manage project access
What are Project Members?
Project members are team members who have access to a specific project. Members can view the project, create updates, add resources, and collaborate on the project. Project membership is separate from organization membership—you must be a member of the organization to be added to a project.
Project Member Roles
Understanding the different roles and permissions in a project
Full Project Control
Project owners have complete control:
- Manage all project settings
- Invite and remove members
- Change member roles
- Delete the project
- Enable/disable public sharing
Collaboration Access
Project members can:
- View the project and all its content
- Create context updates
- Add resources and links
- View and participate in project activity
- Cannot manage project settings or members
Inviting Members to a Project
Open Project Settings
Navigate to the project and go to the Settings tab. Only project owners can invite members.
Find Members Section
Scroll to the "Members" section in project settings. You'll see a list of current members and an option to invite new ones.
Select Organization Members
Click "Invite Member" and select from organization members. Only people who are already members of your organization can be added to projects.
Assign Role
Choose whether to add them as a Member or Owner. New members are added as Members by default. Only existing owners can assign the Owner role.
Member Added
Once added, the member will immediately have access to the project and can start collaborating.
Joining Projects
How team members can join projects they're invited to
Automatic Access
When a project owner adds you as a member, you automatically gain access. The project will appear in your Projects list.
Public Projects
If a project has public sharing enabled, you can view it via the share link, but you'll need to be added as a member to collaborate.
Managing Project Members
How to view and manage members in your project
View Members
Go to Project Settings → Members to see all project members, their roles, and when they joined.
Change Member Roles
Project owners can change member roles. Click on a member and select their new role. You can promote members to owners or demote owners to members.
Remove Members
Project owners can remove members from the project. Click on a member and select "Remove from Project". This will revoke their access to the project but won't remove them from the organization.
Project vs Organization Membership
Organization Membership
Organization membership gives you access to the organization's workspace. You can see organization projects, but you need to be added to individual projects to collaborate on them.
Project Membership
Project membership gives you access to a specific project. You must be a member of the organization first, then be added to individual projects by project owners.
Why Separate?
This two-level system allows organizations to have many projects while controlling access at the project level. Not everyone needs access to every project.
Best Practices
- •Add team members who are actively working on the project. Too many members can create noise.
- •Use the Owner role sparingly. Only assign it to people who need to manage project settings.
- •Remove members who are no longer working on the project to keep the member list relevant.
- •Keep at least one Owner per project to ensure it can always be managed.
- •Add members proactively when starting new work streams to ensure everyone has access from the beginning.