Team Members & Roles

The Members tab in Organization Settings is where you invite teammates, manage who has access to your workspace, and control what each person can do through role assignments.

How to Access Member Management

  1. Click the organization icon at the top-left of the sidebar.

  2. Click Manage next to your organization name.

  3. Select the Members tab in the Organization modal.

The Members Table

The Members tab shows all workspace members in a table:

Column

What It Shows

User

Profile photo, full name, and email address. A "You" badge appears next to your own entry.

Joined

The date the member joined the organization.

Role

The member's current role. Click the dropdown to change it.

Actions

A three-dot menu with additional options (e.g., remove member).

Use the Search bar at the top to filter members by name or email.

Inviting New Members

  1. Open the Members tab in the Organization modal.

  2. Click the Invite button in the top-right corner.

  3. Enter the email address of the person you want to invite.

  4. Send the invitation. They will receive an email with a link to join your organization.

Pending invitations are visible under the Invitations tab (next to the Members tab), showing a count of outstanding invites.

Members must have a company email address

Roles and Permissions

Trigify has two roles:

Role

What They Can Do

What They Cannot Do

Admin

Full control: manage billing, view invoices, manage integrations, create/edit workflows, manage workspace settings, invite/remove members, change roles

Nothing restricted

Member

Create and manage their own workflows, signals, and searches. Use all listening and AI features.

Cannot access billing, invoices, plan management, or organization-wide settings. Cannot invite or remove members.

How to Change a Member's Role

  1. Find the member in the Members table.

  2. Click the Role dropdown next to their name.

  3. Select the new role (Admin or Member).

The change takes effect immediately.

Tip: Keep the number of Admins small. Most team members only need the Member role for their day-to-day work. This keeps billing and settings access controlled.

Removing a Member

  1. Find the member in the Members table.

  2. Click the Actions menu (three-dot icon) on the right side of their row.

  3. Select the option to remove them.

  4. Confirm the removal.

Removed members lose access to the workspace immediately. Their past activity (workflows they created, searches they ran) remains in the workspace, but they can no longer view or edit anything.

Frequently Asked Questions