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Project members

Add team members to a project and manage their project roles.

What is it?

Project members are team members who can access a specific project. Roles are Owner, Admin, and Member.

Membership lets you open the right initiative to the right people without exposing every project on the team.

Requirements

  • The person must already be a team member.
  • You need project permission to add, update, or remove members (Owner or Admin).

How to add a project member

Open Project Settings

Use the project switcher → Project Settings, or the project edit page.

Add from available team members

Choose a person from available team members and assign a role (Admin or Member).

Confirm

Save. You should see confirmation such as “Member added.”

How to change or remove a member

From project members:

  • Change their role with the role control.
  • Remove them when they no longer need access.

Permissions

Role on projectCan manage members
OwnerYes
AdminYes
MemberNo

Project Members can still use the project and add knowledge notes, but cannot change membership or project settings.

Expected behavior

  • Only people already on the team appear as available to add.
  • There are no project-level invitation emails. Invite to the team first.

Common mistakes

  • Trying to invite someone by email from project settings (use team invitations).
  • Expecting team join to auto-add every project.
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