Members and Roles

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Overview

In BeyondWords, you can manage team members and their roles in the Members section. Click on the top left menu and go to Organization > Members.

The Members page, which can be found by going to Organization > Members, shows a list of current members. Here, you can see each member that belong to your organization, their role, their status, and their join date.

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Invite a member to your organization

To invite a member to your organization:

1. Go to Organization > Members > All members.
2. Click the Invite button.
3. Enter the email address of the person you want to invite.
4. Enter the first name and last name of the person you want to invite.
5. Select the role for the person you want to invite.
6. Add a profile picture (optional).
7. You can select the project(s) you want your invitee to automatically join.
8. Click Send invite. New members will receive an invite link via email along with steps to join the project.

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Resend an invite

To resend an invite:

1. Go to Organization > Members > All members.
2. Click the ⋯ next to the member you want to resend the invite to and then click Resend invite.

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Remove a member from your organization

To remove a member from your organization:

1. Go to Organization > Members > All members.
2. Click the ⋯ next to the member you want to remove and then click Delete.

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Change a member’s role

To change a member’s role:

1. Go to Organization > Members > All members.
2. Click the ⋯ next to the member you want to change the role of and then click Edit.
3. Select the new role from the dropdown menu.
4. Click Save changes.

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Change a member’s project access

To change a member’s project access:

1. Go to Organization > Members > All members.
2. Click the ⋯ next to the member you want to change the project access of and then click Edit.
3. Add or remove projects from the member’s project access.
4. Click Save changes.

Alternatively, you can change a member’s project access by going to **Project > Settings > Members.

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Create a new role

To create a new role:

1. Go to Organization > Members > Roles.
2. Click the + Role.
3. Enter the name of the new role.
4. Select the permissions for the new role.
5. Click Save changes.

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Edit a role

To edit a role:

1. Go to Organization > Members > Roles.
2. Click the ⋯ next to the role you want to edit and then click Edit.
3. Edit the name and permissions of the role.
4. Click Save changes.

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Delete a role

To delete a role:

1. Go to Organization > Members > Roles.
2. Click the ⋯ next to the role you want to delete and then click Delete.
3. Click Confirm to delete the role.