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Overview

Manage your organization’s members from Settings > Members. Invite new users, assign roles, organize into teams, and handle offboarding.

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Inviting Users

1

Open Members Settings

Go to Settings > Members and click Invite Members.
2

Enter Email Addresses

Type or paste email addresses. You can invite multiple people at once by separating emails with commas or newlines.
3

Assign Role

Choose a role for the invited users: Admin, Member, or Guest. See Roles & Permissions for details.
4

Choose Workspaces

Optionally select which workspaces the new users should be added to immediately.
5

Send Invitations

Click Send to dispatch email invitations. Each invitee receives a link to join your organization.
Pending invitations expire after 7 days. You can resend or revoke them from the Pending tab in Members settings.

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Managing Members

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Member Directory

The member directory shows all users in your organization with:
ColumnDescription
NameUser’s display name
EmailEmail address
RoleAdmin, Member, or Guest
StatusActive, Pending, or Deactivated
TeamsGroups/teams the user belongs to
Last ActiveDate of last login
JoinedDate they joined the organization

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Changing Roles

Click on any member to open their profile. Select a new role from the Role dropdown. Changes take effect immediately.

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Creating Teams

Organize members into teams for easier management:
  1. Go to Settings > Teams
  2. Click + Create Team
  3. Name the team (e.g., “Engineering”, “Design”, “Leadership”)
  4. Add members to the team
Teams can be used for:
  • Bulk workspace and board access
  • @team mentions in comments
  • Automation rules targeting team members
  • Reporting and analytics

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Deactivating Users

When someone leaves your organization, deactivate their account instead of deleting it:
1

Find the User

Search for the user in Settings > Members.
2

Deactivate

Click the user’s profile and select Deactivate User.
3

Reassign Items

Choose whether to reassign the user’s items to another member or leave them unassigned.
Deactivated users do not count toward your plan’s seat limit. Their data and history are preserved, and they can be reactivated if they return.

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Guest Access

Guests are external collaborators with limited access:
  • Guests can only access boards they are explicitly invited to
  • Guests cannot create new boards or projects
  • Guests have read-only access by default (can be upgraded to edit access per board)
  • Guest accounts do not count toward your member seat limit on Pro and Business plans

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Inviting Guests

  1. Open the board you want to share
  2. Click Share in the toolbar
  3. Enter the guest’s email address
  4. Choose permission level: View or Edit
  5. Click Invite

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Single Sign-On (SSO)

If SSO is configured, new users can join automatically when they sign in with your identity provider. See Security for SSO configuration.

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Bulk User Management

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CSV Import

Import multiple users from a CSV file: 
email,role,team
alice@company.com,member,Engineering
bob@company.com,admin,Leadership
charlie@company.com,member,Design
Upload the CSV in Settings > Members > Import Users.

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SCIM Provisioning

Enterprise plans support SCIM (System for Cross-domain Identity Management) for automatic user provisioning and deprovisioning through your identity provider.