Project Members

The Members tab allows you to manage who has access to your project. You can add workspace teams or individual members, assign roles, and configure permission overrides. This tab is available to workspace owners, agency owners, and managers.

Overview

The interface is organized into two collapsible sections: Team Assignments for workspace teams with project access, and Individual Members showing all users who can access the project whether directly or through team membership.

A search input in the header lets you filter both teams and members by name, email, or role. The header displays counts showing how many teams and individual members are assigned.

Team Assignments Section

Click the "Team Assignments" header to expand or collapse this section. The header shows the current count of assigned teams.

Team Assignment Table

When teams are assigned to the project, a table displays:

Team Column

Team name with colored icon badge
Click the row to expand and view team members

Members Column

Count of members in that team

Assigned Column

Date when the team was added to the project
Hover for exact timestamp

Actions Column

Remove button (trash icon) appears on hover for agency owners

Viewing Team Members

Click any team row to expand it and see the members of that team. The expanded section shows:

User avatar
Member name
Email address

This helps you understand who gains project access through each team assignment.

Removing a Team

Hover over the team row
Click the trash icon in the Actions column
Confirm in the dialog that appears
The team loses project access immediately

Note: Individual members who also have direct access will retain their access when a team is removed.

Individual Members Section

Click the "Individual Members" header to expand or collapse this section. The header shows the total count of individual members with access.

Member Table Columns

Member Column

User avatar and name
Special badges appear for:
Workspace Owner - Purple badge
Project Creator - Green badge

Email Column

User's email address

Role Column

Color-coded role badge showing the member's effective role:
agency_owner - Yellow badge
manager - Purple badge
developer - Gray badge
client - Blue badge

Access Column Shows how the member has access:

Direct - Blue badge indicating direct project assignment
via [Team Name] - Purple badge indicating access through team membership

Actions Column Three action buttons appear on hover for non-protected members:

Edit role (pencil icon)
Override permissions (sliders icon)
Remove member (trash icon)

Protected Members

Certain members cannot be removed or modified:

Workspace Owner - Always has access to all projects
Project Creator - The user who created the project

These members show the workspace owner or project creator badge and do not display action buttons.

Adding Members

Click the Add Members button in the header to open the Add Members dialog. From this dialog you can:

Search for workspace teams or individual members
Select one or more teams or members to add
Confirm to add them to the project

Added teams and members appear in their respective sections immediately.

Changing Member Roles

Find the member in the Individual Members table
Click the pencil icon in the Actions column
Select a new role from the dialog
The role change applies immediately

Available roles:

agency_owner - Full project control including settings and members
manager - Manage tasks, sprints, and view all project data
developer - Work on tasks, log time, participate in project work
client - Limited view access, can view and comment on visible items

Permission Overrides

For fine-grained access control, you can override specific permissions for individual members:

Find the member in the Individual Members table
Click the sliders icon in the Actions column
Toggle individual permissions on or off in the dialog
Save to apply the overrides

Permission overrides let you grant or restrict specific capabilities beyond what the role normally allows.

Removing Members

Find the member in the Individual Members table
Click the trash icon in the Actions column
Confirm in the dialog that appears
The member loses access immediately

Members who have access only through team membership cannot be removed individually—you must remove the team instead.

Access Types

Members can have access to a project in two ways:

Direct Access

Added individually to the project
Shown with "Direct" badge in Access column
Can be removed directly

Team Access

Access through a workspace team assigned to the project
Shown with "via [Team Name]" badge
Cannot be removed individually—must remove the team

Some members may have both direct and team access. In this case:

The "Direct" badge is shown
They retain access if the team is removed
They must be removed both directly and from the team to fully revoke access

Role Hierarchy

Understanding how roles affect permissions:

Role	Manage Settings	Manage Members	Manage Tasks	View Data
agency_owner	✓	✓	✓	✓
manager	—	✓	✓	✓
developer	—	—	✓	✓
client	—	—	—	Limited

Permissions

Only these roles can access member management:

Workspace Owner - Full access to all member management
Agency Owner - Can add/remove teams and members, change roles
Manager - Can add members and change roles

Developers and clients cannot view or modify the Members tab.

Workspace Teams - Manage workspace-level teams
Project Settings - Other project configurations