Managing team members and user roles

Team members

1. Open Users in the organisation workspace.
2. Invite a new user by email and assign a governance role:
   • Organisation Administrator — full org management.
   • Portfolio Manager / Programme Manager — manage portfolios and programmes.
   • Project Manager — create and run projects.
   • Team Member — work on assigned tasks.
   • External Contributor — limited external access.
3. The invited user accepts the invitation and joins your organisation.

Changing a role

You can change a user's governance role at any time from Users. Their access updates to match the new role.

Only Organisation Administrators can invite and manage users.