Add and Manage Chat Members

To manage members in a chat, you should have the Owner/Editor role in that chat, or be an Owner/Editor of the superior entity. To manage members, go to the chat Members Tab by clicking on the Members icon in the top-right corner of the screen. There you can:

• Add members to a chat;

• Remove members from a chat;

• Invite members;

• Set roles for members.

Add Members to Chat

• Open the Members Tab in the chat Info Sidebar by clicking on the Members icon in the top-right corner of the screen;

• Click the + button to the right of the Members section;

• In the popup, select the members you want to add to chat, and click the Add member button.

Remove Members from Chat

• Open the Members Tab in the chat Info Sidebar by clicking on the Members icon in the top-right corner of the screen;

• Right-click on the member you want to remove;

• Click the Remove member action in the context menu that appears.

Invite Members

You can invite new users directly to a chat using the chat invite link. Users invited to a chat will also join the workspace as members, and to a project if you invited them to a task chat.

• Open the Members Tab in the chat Info Sidebar by clicking on the Members icon in the top right corner of the screen;

• Click the Copy link button in the the Invite link section;

• Send the link to the user you want to add.

Set Roles for Members

• Open the Members Tab in the chat Info Sidebar by clicking on the Members icon in the top right corner of the screen;

• Right-click on a member or click on the role name;

• Click on the role you want to assign to the member.

Here you can read more about roles in Orchestra: User Roles