Invite and Manage Team Members

Use Team Management to review everyone who can access the organisation and the role assigned to each person.

Owners and admins can invite people and manage non-owner access. Only owners can make owner-level changes. Editors and viewers can review the team list but cannot change team access.

Before you start

You need:

• access to the organisation as an owner, admin, editor, or viewer to review the team;
• owner or admin access to invite, remove, or change non-owner roles;
• owner access to invite, promote, demote, or remove an owner;
• the email address of anyone you want to invite.

Review team access

1. Open Team

   Choose Team in the organisation navigation to open Team Management.

2. Search the list

   Use Search members to find a person by details such as full name, email, or role.

3. Sort the list

   Choose the Full Name, Email, Role, or Updated At heading to sort by that column. Choose it again to reverse the order.

4. Move through longer lists

   Use Rows per page, Previous, and Next when the organisation has more members than fit on one page.

Invite a team member

1. Choose Invite

   Choose Invite above the team table.

2. Enter the email address

   Enter the person's address in Email.

3. Choose a role

   Choose Owner, Admin, Editor, or Viewer from Role. Viewer is selected by default. Only an owner can invite another owner.

4. Send the invitation

   Choose Send Invitation. An existing Lylac user is added to the organisation and receives a notification. A person without a Lylac account receives an invitation email.

   Inviting someone who is already a member does not change their role. Use the team table to change it instead.

Your plan limits how many team members the organisation can have. When every place is taken, the dialog explains the limit and Send Invitation is unavailable.

Change roles or remove access

Use a member row for one person, or select checkboxes to change or remove several members together.

1. Select the member or members

   For a single role change, use the Role selector in that person's row. For a bulk action, select the checkboxes beside the members.

2. Change a role

   Choose the new role from the row selector or Change Role, then confirm the change. Only an owner can promote someone to owner or demote an owner.

3. Remove access

   Use the remove button in the Actions column for one person. For several people, select their rows and choose Remove member, then confirm.

4. Leave the organisation

   Choose Leave on your own row and confirm. Lylac returns you to another organisation if one is available, or to New organisation if you have no organisations left.

An organisation must always have at least one owner. The last owner cannot leave, be removed, or be demoted until another owner is in place.

Team management permissions

Next steps

• Create, rename, or delete an organisation.
• See pricing to compare team member limits.