Overview
Use member settings to invite teammates, review pending invites, change roles, deactivate users, reactivate users, or remove access. The member table includes member name, email, role, status, dates, and row actions. It supports context menus for single-member and multi-member workflows. Go to Settings > Members.| Member state | Meaning | Common actions |
|---|---|---|
| Active | Member can access the workspace. | Change role, deactivate, remove. |
| Pending | Invite has not been accepted. | Resend or cancel invite. |
| Deactivated | Access is disabled but record remains. | Reactivate or remove. |
Manage members
Member management is available from workspace settings.Invite members
Invite teammates by email when they need workspace access. Invited users appear as pending until they accept the invite.Resend invites
Resend an invite when a teammate did not receive or use the original invitation. This is useful after an email delivery issue or expired invite flow.Cancel invites
Cancel pending invitations that should no longer be valid. Canceling an invite prevents the recipient from joining through that invitation.Roles and access
Roles determine what members can manage.Change roles
Change a member’s role when their responsibilities change. Be conservative with admin roles. Admins can manage billing, integrations, API keys, webhooks, workspace settings, and member access.Deactivate members
Deactivate members when they should temporarily lose access. Deactivation preserves the member record while removing active access.Reactivate members
Reactivate members when they should regain access. Review role and assignments before reactivation.Remove members
Remove members when they should no longer belong to the workspace. If the member owns conversations, tickets, companies, or reports, reassign important work before removing access.Reassignment
Some member actions can require reassignment.Owned work
Before deactivating or removing someone, check for assigned conversations, assigned tickets, and owned records.Confirmation
Sayless uses confirmation modals for destructive or access-changing member actions.Before deactivating or removing a member, reassign important conversations, tickets, and owned records.