1. For Organizational Admins

As an Organizational Admin, you can manage memberships for any team within your entire organization.

How to assign members to a team as an Organizational admin

Before you begin: Members must be invited and have accepted the invitation to your main organizational workspace before they can be assigned to a team. To learn more, read our guide on How to Invite Members to Your Organizational Workspace.

Note: You must have administrative permissions within an organizational workspace to assign members

1. First, ensure you have selected your main Admin Workspace from the Workspace switcher at the top of the sidebar.

2. Navigate to the Manage section in the sidebar.

3. Click on the Teams menu item to see a list of all teams.

4. Click on the name of the team you wish to manage to open its details page.

5. Select the Members tab.

6. Click the plus (+) button to add new members.

7. A list of all members in your organization will appear. Select the members you want to add to this team by checking the box next to their names.

8. Click Add.

2. For Team Admins

As a Team Admin, you can manage the membership of the specific team you have been assigned to manage.

Note: You must have administrative permissions for that specific team.

1. First, ensure you have selected your Team Workspace from the Workspace switcher at the top of the sidebar.

2. Navigate to the Manage section in the sidebar.

3. Click on the Members menu item.

4. Click the plus (+) button to add new members.

5. A list of all members in your organization will appear. Select the members you want to add to your team by checking the box next to their names.

6. Click Add.

   
   

3. Next Steps: Assigning Roles

Now that the members have been assigned to the team, you must give them a role. Adding a member grants them access to the team, but assigning a role defines what they are allowed to do.

To complete the process, learn how to assign roles in this guide: Assigning Roles to Team Members.