Managing Members

View the member directory, assign roles, invite new members, and remove members from your organization.

Overview

The Members page lets Owners and Admins manage who has access to your organization in Levelup. From here you can view all current members, invite new ones, change roles, and remove members who should no longer have access.

Accessing the Members Page

Navigate to Organization > Members.
The page displays three tabs: Members, Invitations, and Internal Access.
The Members tab is selected by default.

Member Directory

The Members table shows all current members of your organization, including:

Name and email address
Role (Owner, Admin, or Member)
Date joined

You can sort the table by any column.

Roles

Levelup uses three organization roles, listed from most to least privileged:

Owner

Full control over the organization, including deletion.
Can manage all members, roles, and settings.
Automatically has full access to all companies.
There must always be at least one Owner.

Admin

Can manage members and invitations.
Can access organization settings and sharing features.
Can manage reports, templates, and integrations.
Company access can be restricted via Internal Access controls.

Member

Standard access to the organization.
Cannot manage other members or organization settings.
Company access can be restricted via Internal Access controls.

Inviting New Members

Click the Invite Member button.
In the dialog, enter the new member's email address.
Select a role for the invitation (Member or Admin).
Click Send Invitation.

The recipient receives an email invitation. Until they accept, the invitation appears on the Invitations tab. You cannot invite someone as an Owner directly; promote them after they join.

Changing a Member's Role

Find the member in the table.
Use the role dropdown or row action to select a new role.
The role change takes effect immediately.

Role changes affect what the member can see and do across the organization. Permission caches update shortly after the change.

Removing a Member

Find the member in the table.
Click the Remove action for that member.
Confirm the removal.

Removed members immediately lose access to all organization data. Their authentication caches are cleared so the change takes effect without delay.

You cannot remove yourself if you are the last Owner of the organization.

Permissions Required

Only Owners and Admins can access the Members page. Members with the "Member" role are redirected if they attempt to access this page directly.

Next Steps

Managing Invitations -- Resend or revoke pending invitations.
Internal Access Control -- Restrict which companies specific members can access.
Organization Settings -- Update your organization profile and preferences.

Organization Settings

Managing Invitations