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Manage organization membership including viewing members, inviting new users, assigning roles, and removing members from the organization. Organization Members provides a centralized interface for organization owners and administrators to control access while allowing all members to view the membership list.

Capabilities

  • View complete list of organization members and guests
  • Search members by name or email address
  • Invite new members to organization [Owner/Admin only]
  • Assign organization roles (Owner, Admin, Member) [Owner/Admin only]
  • Remove members from organization [Owner/Admin only]
  • View pending invitations with status

How to Use

  1. Access organization members:
    • Navigate to Organization settings via user profile menu
    • Click “Organization” then “Members” in settings sidebar
    • All organization members can view this page
    • URL: /settings/organization/members
    Organization members page showing Members tab (1), Guests tab (0), search box, Invite button, and member list with Omat Owner as Organization owner
  2. View members list:
    • Members tab shows active organization members with count
    • Guests tab shows invited external users with count
    • Each member displays avatar, name, and email address
    • Role badge shows member’s organization role
    • “(You)” indicator shows current user in list
    • Pending invitations show “Pending” status
  3. Search members:
    • Click search box showing “Search members…” placeholder
    • Type name or email to filter members list
    • Results update instantly as you type
    • Search works across both Members and Guests tabs
    • Clear search to show all members
  4. Invite new members [Owner/Admin only]:
    • Click “Invite” button in top right corner (Owner/Admin only)
    • Invitation dialog opens with email input field
    • Enter email address of person to invite
    • Select organization role (Owner, Admin, Member)
    • Optionally assign to specific teams during invitation
    • Send invitation via email
    • Invited user receives email with acceptance link
  5. Change member roles [Owner/Admin only]:
    • Click role dropdown next to member name (Owner/Admin only)
    • Select new role from dropdown (Organization Owner, Admin, Member)
    • Role updates immediately upon selection
    • Cannot change your own role
    • Organization must have at least one Owner
    • Members see roles as plain text without dropdown
  6. Remove members [Owner/Admin only]:
    • Click menu button (…) next to member name (Owner/Admin only)
    • Select “Remove from organization” option
    • Confirmation dialog appears
    • Confirm removal to revoke organization access
    • Cannot remove organization owners (must transfer ownership first)
    • Removed member loses access to all organization resources

Requirements

RequirementDetails
PermissionOrganization Owner/Admin (can invite and manage), Member (view-only)
Account TypeOrganization account (not personal workspace)
BrowserChrome, Firefox, Safari (latest 2 versions)
Email DeliveryValid email addresses for invitations
NetworkInternet connection for member data synchronization

Limitations

LimitationValue
Members per organizationNo enforced limit (plan-dependent)
Organization roles3 roles (Owner, Admin, Member)
Guest rolesLimited access (project-specific)
Pending invitations30-day expiration
Minimum ownersAt least 1 Owner required
Search delayInstant filtering (no debounce)
Bulk invitationsOne email per invitation
Not Supported:
  • Members cannot invite or manage other members (view-only)
  • Bulk member import via CSV file
  • Custom role creation beyond predefined roles
  • Removing your own account from organization
  • Changing your own organization role
  • Removing last organization owner
  • Revoking accepted invitations (must remove member instead)
  • Resending expired invitations (must create new invitation)
  • Assigning multiple roles to single member
  • Temporary or time-limited memberships
  • Automated member provisioning via SCIM
  • Exporting member list to spreadsheet

Configuration

SettingDefaultDescription
Invitation expiration30 daysTime before invitation link expires
Default roleMemberRole assigned to new members if not specified
Auto-team assignmentNoneNew members not assigned to teams automatically
Email notificationsEnabledInvitation emails sent automatically
Role dropdown visibilityOwner/Admin onlyMembers cannot see role selection dropdown