Add and Manage View Members

To manage members in a view, you must have the Owner or Editor role in it, or be an Owner or Editor of your workspace. To manage members, go to the Members Tab by clicking on the view on the Tasks Page and then on the Members tab in the view's Info Sidebar.

From there, you can:

• Add members to the view;

• Remove members from the view;

• Invite new members;

• Assign roles.

Adding Members to a View

• Navigate to the Tasks Page;

• Find the view you want to add members to;

• Open the view's Info Sidebar by left-clicking the view;

• Open the Members Tab in the view's Info Sidebar;

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

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

Removing Members from a View

• Go to the Tasks Page;

• Find the view you want to remove members from;

• Open task's Info Sidebar by left-clicking the view;

• Open the Members Tab in the view's Info Sidebar;

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

• Select Remove member from the context menu that appears.

Setting Roles for Members

• Go to the Tasks Page;

• Find the view where you want to assign roles;

• Open view's Info Sidebar by left-clicking the view;

• Open the Members Tab in the view's Info Sidebar;

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

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

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