Add or Remove a Member from a Group

If you want your team to have the access it needs to successfully complete its tasks, give your team members permission. You can invite users to your group and assign permissions to give them relevant access.

To share your work with others and let them edit it, learn more about managing collaborators in this section.

This action is restricted to Admins only. To manage a group, ask another admin to upgrade you to an admin role.

When a subscription is purchased, all members will have access to the premium features. On you buy premium for all of the members in your group at once. If you want to add new members, this will increase the cost of your subscription as all members of the group must be premium. Likewise, the price will be reduced once the user is not a part of the group anymore. All members will then have access to the premium features like row comments.

Add a member to a Group

Admins can add new members to the group by sending email invites. To add group members:

  1. Switch to the group you want to manage from the dashboard or by using the sidebar.
  2. Click the vertical ellipses icon in the right corner next to the group name
  3. Click ‘Members’.
  4. Input the user’s email address and choose a view permission type.

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When adding a new member to a group, you will have the option to choose a permission type. If you’d like to choose another permission type for a group member, you can easily change the group permission type by reassigning the member’s permission from the Members settings menu. Learn more about group permissions.

Remove a member from a Group

Admins can remove one or multiple members from a group by clicking the ellipses (three-dot) icon to the right of the member’s name. This will cause a window to appear that says “Remove from group”.

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If you’re looking for something else, please feel free to make recommendations or ask us questions in our online community —we’re ready to assist you!