How do I invite or remove team members?

To invite a team member

1. Navigate to Settings → Teams or go to Card Space or any specific team page
2. Click the + button (top right)
3. Select Invite Co-workers
4. Enter the following details:
   • Email address
   • Role (sets their access rights)
   • Team assignment
5. Click Submit

To remove or change user settings

1. Navigate to Settings → Team settings
2. Here you can:
   • Remove users from the organization
   • Transfer users between teams
   • Change user roles

Note: Only Owners, Account Admins, and Team Admins can invite or remove members. Members do not have permissions to invite or remove others.

For further assistance, use our in-app feedback tool or contact [email protected]