Members

Manage team members and their roles within your organization

What are Members?

Members are individual users within your organization who have access to the platform. Each member has a role that determines their permissions and capabilities.

Member Information

  • • Name and email address
  • • Role and permissions
  • • Team assignments
  • • Status (Active/Inactive)

Member Capabilities

  • • Access products and OKRs
  • • Participate in feedback
  • • Collaborate on projects
How It Works

Inviting Members

  1. 1. Navigate to Members section
  2. 2. Click "Invite Member" button
  3. 3. Enter email address
  4. 4. Select member role
  5. 5. Send invitation
  6. 6. Member receives email invite

Managing Members

  • • View member profile and activity
  • • Edit member details and role
  • • Assign to teams
  • • Deactivate/reactivate members
  • • Remove members from organization

Invitation Process

When you invite a member, they receive an email with a unique invitation link. They can create their account and join your organization by clicking the link. Invitations expire after 7 days.

Member Roles

Each member is assigned a role that determines their access level and permissions throughout the platform.

Admin
Full Access

Complete control over the organization

  • • Manage all settings and integrations
  • • Create and delete teams
  • • Invite and remove members
  • • Full access to all features
Product Leader
Product Management

Lead products and teams

  • • Manage products and OKRs
  • • Create and manage teams
  • • Invite new members
  • • Manage team assignments
Team Member
Contributor

Work on products and projects

  • • Create and update OKRs
  • • Submit product ideas
  • • Participate in discovery
  • • Provide feedback
Stakeholder
View Only

Monitor progress and outcomes

  • • View products and OKRs
  • • Access reports and dashboards
  • • Read documentation
  • • Limited editing rights
Member Status

Status Types

Pending
Invitation sent, not yet accepted
Active
Member is active in organization
Inactive
Member deactivated, no access

Status Management

  • • Active members have full access
  • • Inactive members cannot log in
  • • Pending invitations expire in 7 days
  • • Reactivate members anytime

Important

Deactivating a member removes their access but preserves their data and history. You can reactivate them later if needed. Deleting a member permanently removes them from the organization.

Member Management Best Practices

✓ Do This

  • • Assign appropriate roles based on responsibilities
  • • Keep member profiles up to date
  • • Review member access regularly
  • • Assign members to relevant teams
  • • Use descriptive member names

✗ Avoid This

  • • Giving Admin role unnecessarily
  • • Leaving inactive members active
  • • Forgetting to assign to teams
  • • Using generic email addresses
  • • Ignoring pending invitations

Security Tips

  • • Regularly audit member access and roles
  • • Deactivate members who leave the organization
  • • Use single sign-on (SSO) when available
  • • Monitor member activity for unusual patterns
Getting Started

Invite Your First Member

  1. 1. Go to Members section
  2. 2. Click "Invite Member"
  3. 3. Enter email address
  4. 4. Select appropriate role
  5. 5. Send invitation

Next Steps

  1. 1. Assign member to teams
  2. 2. Set up member profile
  3. 3. Configure permissions
  4. 4. Begin collaboration