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Organization & Members

Manage workspace name, members, roles, and organization-level settings.

Open feature

What this page is for

Use when adding staff or changing ownership.

How to set it up

  1. 1Invite staff.
  2. 2Assign roles.
  3. 3Keep notification recipients current.
Demo workflow

Organization & Members workflow demo

A workspace user opens Organization & Members and needs to understand what action to take.

1

Open the page

Go to Organization & Members from the sidebar or this docs page.

2

Check the state

Read the cards, empty-state message, filters, or table rows to understand current status.

3

Take action

Use the related setup page, action button, or linked workflow to complete the next step.

The user knows what the page does and which action moves the workflow forward.

Related pages