Managing existing team members

Viewing all team members

Go to Settings → Team. The table shows all active members with their org-level role, which workspaces they can access (shown as workspace pills), last active date, and status.

Changing a member's role

Click on a member's name to open their profile. In the Workspace access section, use the role dropdown next to each workspace to change their role. Changes take effect immediately — the member doesn't need to log out and back in.

Removing a member

On a member's profile page, scroll to the Danger zone and click Remove from account. This immediately revokes all workspace access. Their past activity (notes, exports) is preserved and attributed to their name.

Pending invitations

The Pending invites tab shows all invitations that haven't been accepted yet, with their expiry progress bar. Per-row actions: Resend (resets expiry to 7 days) and Revoke (cancels the invitation).