StephanieJoly4
183d034716
Reorganizing by Feature sections Capabilities folders to give an overview of each feature How-Tos folders to give guidance for advanced customizations Reorganized the Developers section as well, moving the API sub section there added some new visuals and videos to illustrate the How-Tos articles checked the typos, the links and added a section at the end of the doc.json file to redirect existing links to the new ones (SEO purpose + continuity of the user experience) What I have not updated is the "l" folder that, per my understanding, contains the translation of the User Guide - that I only edited in English <!-- CURSOR_SUMMARY --> --- > [!NOTE] > <sup>[Cursor Bugbot](https://cursor.com/dashboard?tab=bugbot) is generating a summary for commit 5301502a32856e5b45d7ef30253fa7db6dc55233. Configure [here](https://cursor.com/dashboard?tab=bugbot).</sup> <!-- /CURSOR_SUMMARY --> --------- Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com> Co-authored-by: github-actions <github-actions@twenty.com> Co-authored-by: Abdul Rahman <ar5438376@gmail.com> Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
79 lines
2.3 KiB
Plaintext
79 lines
2.3 KiB
Plaintext
---
|
|
title: Member Management
|
|
description: Invite team members and manage workspace access.
|
|
---
|
|
|
|
Manage who has access to your workspace under **Settings → Members**.
|
|
|
|
## Invite New Members
|
|
|
|
### Using Email Invitation
|
|
1. Go to **Settings → Members**
|
|
2. Click **+ Invite**
|
|
3. Enter the person's email address
|
|
4. Select a role for the new member
|
|
5. Click **Send invite**
|
|
|
|
The invited person will receive an email with a link to join your workspace.
|
|
|
|
### Using Invite Link
|
|
1. Go to **Settings → Members**
|
|
2. Copy the workspace invite link
|
|
3. Share the link with new team members
|
|
4. They'll receive access once they sign up
|
|
|
|
## View and Manage Members
|
|
|
|
### View All Members
|
|
Go to **Settings → Members** to see:
|
|
- All active members
|
|
- Pending invitations
|
|
|
|
### Edit a Member's Profile
|
|
Click on a member to open their profile page. As an admin, you can:
|
|
- Edit their **name**
|
|
- Update their **profile picture**
|
|
- **Impersonate** their account (useful for troubleshooting)
|
|
- **Delete** their account
|
|
|
|
### Change a Member's Role
|
|
On the member's profile page:
|
|
1. Open the **Permissions** tab
|
|
2. View the currently assigned role
|
|
3. Select a different role from the dropdown
|
|
4. The change takes effect immediately
|
|
|
|
→ [Learn more about roles and permissions](/user-guide/permissions-access/capabilities/permissions)
|
|
|
|
### Remove a Member
|
|
1. Click on the member to open their profile
|
|
2. Click **Delete** to remove them from the workspace
|
|
|
|
<Warning>
|
|
Removed members lose access immediately. Their data (records, notes, tasks) remains in the workspace.
|
|
</Warning>
|
|
|
|
<Warning>
|
|
**Email sync is also removed.** If the deleted user was the only one who synced certain emails, those emails will be permanently removed from the workspace.
|
|
</Warning>
|
|
|
|
## Pending Invitations
|
|
|
|
Manage invitations that haven't been accepted:
|
|
- **Resend**: Send the invitation email again
|
|
- **Cancel**: Revoke the invitation before it's accepted
|
|
|
|
## Approved Access Domains
|
|
|
|
Allow team members to join automatically based on their email domain:
|
|
|
|
1. Go to **Settings → Domains**
|
|
2. Add your company domain (e.g., `yourcompany.com`)
|
|
3. Anyone with that email domain can join without an invitation
|
|
|
|
## Related
|
|
|
|
- [Permissions](/user-guide/permissions-access/capabilities/permissions) — configure what each role can do
|
|
- [Domains Settings](/user-guide/settings/capabilities/domains-settings) — configure approved domains
|
|
|