Managing Members

Manage your team's membership from the Members tab in team settings. View who's on the team, change roles, and remove members as needed.

Viewing the Member List

Open your team settings and go to the Members tab. You'll see all current members with their:

• Name and email
• Role (Owner, Admin, Member, or Viewer)
• Date joined

Changing Roles

Only the Owner can change member roles.

To change a role:

1. Find the member in the Members tab
2. Click the role dropdown next to their name
3. Select the new role (Admin, Member, or Viewer)

Available changes:

• Member → Admin — Gives them the ability to manage Members and shared content
• Admin → Member — Removes their management permissions
• Member or Admin → Viewer — They can only open the team's dashboards. Team plan. Viewers don't count toward your 5 included people, so past 5 this lowers your extra-person charge. On a grandfathered per-seat plan, this removes a billed seat.
• Viewer → Member or Admin — They get full access to the team workspace and count as a person. Past 5 people, this adds an extra-person charge of $15/month. On a grandfathered per-seat plan, this adds a billed seat.

Viewer is offered on the Team and Enterprise plans (and the grandfathered Business plan). If a team leaves those plans, its Viewers can still be made Members or Admins.

Transferring Ownership

The Owner can transfer ownership to any other Admin or Member. Transfer ownership isn't offered for Viewers; make them a Member first. This is a significant action:

• The selected member becomes the new Owner
• The previous Owner is demoted to Admin
• This change is irreversible — only the new Owner can transfer it back

To transfer ownership:

1. Go to the Members tab
2. Find the member you want to make Owner
3. Select Transfer ownership
4. Confirm the transfer

Removing Members

• Owners can remove anyone except themselves (Admins, Members, and Viewers)
• Admins can remove Members and Viewers, but not other Admins

To remove a member:

1. Find the member in the Members tab
2. Click Remove
3. Confirm the removal

When a member is removed:

• They lose access to the team workspace immediately
• Their team content (chats, files, tasks) remains accessible to the rest of the team
• Their personal content is unaffected
• On the Team plan, removing someone while you have 5 people or fewer doesn't change your price. Removing a person past the 5 included lowers your extra-person charge, with a credit on your next invoice. Removing a Viewer never changes your price. On a grandfathered per-seat plan, their seat is removed from your subscription; removing a Viewer doesn't change your seat count.

Member Attributes

On the Team plan, Owners and Admins can give each member values like region or client. A team data source's Data Controls can then use them to show each person only their own rows, tables, and columns.

The Member attributes card at the top of the Members tab walks through the three steps: add a field, set each member's values, and use the field in a data source. Once a field exists, click Attributes next to a member to set their values. The member list shows each person's values under their email. See Member attributes, or follow Set up per-member data access for the whole setup.

Leaving a Team

Any non-Owner member can leave a team voluntarily:

1. Open team settings
2. Click Leave team
3. Confirm

Owners cannot leave — they must transfer ownership first.

Next Steps

• Understand roles and permissions
• Set member attributes
• Set up per-member data access
• Invite new members
• Teams overview