Manage project members

Invite teammates and clients to a project, set their role, and manage access over time. Role-based access control runs at the project level.

Every project has its own member list, separate from organization-level membership. Someone in your org can be a member of one project but not another — useful for agencies with multiple clients, and for teams that need information walls between business units.

[Screenshot needed] Project Management tab in Settings showing current members with their roles, pending invitations, and the invite form.

Two pages in this section

• Invite team members — how to add people to a project.

• Member roles and access — what each role can and can't do.

Quick reference

To...	Do this
Invite someone to a project	Invite team members
Change someone's role	Settings → Project Management → click the member → change role
Remove someone from a project	Settings → Project Management → click the member → Remove
Resend an expired invitation	Settings → Project Management → Project Invitation section → Resend
Revoke a pending invitation	Settings → Project Management → Project Invitation section → Revoke

Project vs Organization members

• Project members are added per-project. Their role controls what they can do inside that project.

• Organization members are added at the org level — typically your team. Org membership is required to access any project in the org, but doesn't automatically grant project access.

So the flow for adding a new teammate is:

1. Invite to the org (Owner action — see Organization → Members & invitations).

2. Invite to each project they need to work on, with a project-level role.

For external clients, you only invite them to the relevant project(s) — no org-level membership required.

Roles overview

Five user-assignable roles, in order of access (most → least):

1. Owner — full access including billing

2. Editor — full content access

3. Member — read + chat

4. Viewer — read-only

5. Chat User — chat-only

There's also a sixth internal role (Demo Viewer) used for SMAQ demo accounts. It's not assignable through the invite UI.

See Member roles and access for the full permission breakdown.