Members and access requests

Administrator·4 minutes to read

Every screen on this page is visible only to an owner or an administrator of a team organisation; a personal organisation has none of it, because a personal organisation has no members to manage.

What this does for you

This page shows an administrator how to invite a colleague, change or remove a role, and decide a request to join from an address on one of your join domains.

Before you start

  • You are signed in as an owner or an administrator, on Organisation → Members.
  • The organisation is a team organisation, not personal — a personal organisation's owner is its only member, and removes their own account instead of a membership.
  • For a role change or a removal, the organisation keeps at least one owner: the last owner can neither be demoted nor removed.
  • To invite someone, the organisation has an open seat and fewer open invitations than its limit; an invitation you send expires after seven days if nobody accepts it.

Steps

  1. Open Organisation → Members. The roster lists every live member with their role and the date they joined; open invitations are listed separately, below it.

    <!-- shot: members-and-access-01-phone.png | Organisation → Members, on a phone --> <!-- shot: members-and-access-01-desktop.png | Organisation → Members, on a desktop -->
  2. Invite a colleague: type their address, choose Administrator or Member — an owner is never invited, and a guest joins only through an access request, never an invitation — and send it. The invitation's link is never shown again once it has been sent; resend by revoking the open invitation and inviting the address again.

    <!-- shot: members-and-access-02-phone.png | Inviting a colleague, on a phone --> <!-- shot: members-and-access-02-desktop.png | Inviting a colleague, on a desktop -->
  3. Change a member's role from the roster, or remove them. An administrator may promote or demote anyone but an owner; only an owner may change a role to or from owner. Removing yourself is refused — close your own account instead.

    <!-- shot: members-and-access-03-phone.png | Changing a member's role, on a phone --> <!-- shot: members-and-access-03-desktop.png | Changing a member's role, on a desktop -->
  4. Above Open invitations, decide a pending access request with Approve or Deny, and set the Join domains your organisation accepts requests from. A denied request does not stop the same person asking again later, and the queue shows how many times they were declined before.

    <!-- shot: members-and-access-04-phone.png | The access-request queue and join domains, on a phone --> <!-- shot: members-and-access-04-desktop.png | The access-request queue and join domains, on a desktop -->

A worked example

The Join domains field takes a comma-separated list, at most twenty domains, each trimmed, lower-cased and matched against the part of an address after the @:

acme.example, acme.co.uk

Anyone who signs in with an address on acme.example or acme.co.uk then sees a Request access row for this organisation, with an optional message, on their own Settings → General.

What can go wrong

What you seeWhyWhat to do
An organisation keeps at least one owner.You tried to demote or remove the organisation's only owner.Make someone else an owner first, then change this one.
Only an owner can change a role.You are an administrator, not the owner, and tried to promote or demote someone to or from owner.Ask the owner to make the change, or have them promote you first.
You cannot remove yourself. Close your account instead.Removing yourself is not a membership action.Use account settings to close your own account.
No seats can be added while a payment is outstanding.The organisation's invoice is unpaid, so no invitation or approval can add a seat.Resolve the outstanding invoice, then invite or approve again.
Only an administrator can manage members.You opened this page without an owner or administrator role.Ask an owner or an administrator to make the change, or ask them to make you one.
Your request is already waiting for an administrator.You asked to join an organisation you already have a pending request for.Wait for an administrator to decide it; sending a second request changes nothing.

See also

Last verified against build c0f77aa.