Product Documentation
  • Start Guide
    • Download Orchestra
    • Basics
    • Orchestra Flow
    • Sign up and Sign in
  • Workspace
    • Workspace Basics
    • Invite and Manage Members
    • User Roles
  • Pages and UI ELEMENTS
    • Basic Pages
    • Chats Page
    • Tasks Page
    • Teams Page
    • Info Sidebar
    • Chat Sidebar
    • Calls Sidebar
    • Context Menu
    • Settings Page
  • Chats
    • Chats Basics
    • Add and Manage Chat Members
    • Key Chat Features
    • Key Messages Features
  • Projects
    • Project Basics
    • Add and Manage Project Members
    • Key Project Features
    • Project Settings
    • Project Layouts
    • Fields
  • Tasks
    • Tasks Basics
    • Add and Manage Task Members
    • Filters, Sort, Group, and Fields
    • Key Tasks Features
  • VIEWS
    • Views Basics
    • Add and Manage View Members
  • CALLS
    • Calls Basics
  • Teams
    • Teams Basics
    • Add and Manage Team Members
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On this page
  • Adding Members to a Team
  • Removing Members from a Team
  • Inviting Members
  • Set Roles for Team Members
  1. Teams

Add and Manage Team Members

PreviousTeams Basics

Last updated 5 months ago

To manage members in a team, you must have the Owner or Editor role in it, or be an Owner or Editor of your workspace. To manage team members, navigate to the team by clicking on the Info icon in the top-right corner of the Teams Page and then on the members tab.

From there, you can:

  • Add members to the team;

  • Remove members from the team;

  • Invite new members;

  • Set roles for members.

Adding Members to a Team

  • Go to the Teams Page;

  • In the , click on the team to which you want to add members;

  • Open the team's Info Sidebar by clicking the Info icon in the top-right corner of the screen;

  • Open the by clicking on it;

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

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

Removing Members from a Team

  • Navigate to the Teams Page;

  • In the , click on the team from which you want to remove a member;

  • Open the team's Info Sidebar by clicking the Info icon in the top-right corner of the screen;

  • Open the by clicking on it;

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

  • Click Remove member from the context menu that appears.

Inviting Members

You can invite new users directly to a team using the team invite link. Invited users will also join the workspace as members.

  • Go to the Teams Page;

  • Open the team's Info Sidebar by clicking the Info icon in the top-right corner of the screen;

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

  • Send the copied link to the user you want to invite.

Set Roles for Team Members

  • Go to the Teams Page;

  • Open the team's Info Sidebar by clicking the Info icon in the top-right corner of the screen;

  • Right-click on the member or click on their current role name;

  • Select the role you want to assign to the member.

For more information about roles in Orchestra, read here: User Roles

In the , click on the team to which you want to invite a member;

In the , click on the team in which you want to set member roles;

Teams Block
Teams Block
Teams Block
Teams Block
Members Tab
Members Tab
Members Tab