626455b534
## Summary Two things, both fallout from #20360: 1. Rename the `Members → Access` tab to `Members → Invite`. The previous label leaned security-flavored; "Invite" reads as the verb users come here to do. 2. Fix the `signup_invite_email` Playwright test (failing on main, e.g. https://github.com/twentyhq/twenty/actions/runs/25671161586/job/75356474079). The invite-link button moved off the default Team tab when the Members page got tabbed; the test was looking for it on the wrong tab. ## Rename details - File: `SettingsWorkspaceMembersAccessTab.tsx` → `SettingsWorkspaceMembersInviteTab.tsx` (single git rename, ~99% similarity) - Exported component: `SettingsWorkspaceMembersAccessTab` → `SettingsWorkspaceMembersInviteTab` - Tab id (and URL hash): `access` → `invite` - Tab title: `Access` → `Invite` - Icon: `IconKey` → `IconUserPlus` - Doc breadcrumbs (3 files): `Members → Access` → `Members → Invite` ## E2E fix `MembersSection` (Page Object Model) now has an `inviteTab` locator (via `getByTestId('tab-invite')`) and a `goToInviteTab()` helper. Both `copyInviteLink` and `sendInviteEmail` click the Invite tab first, so they work regardless of which tab the page lands on initially. Idempotent if already there. ## Test plan - [x] CI green (e2e test + lint + typecheck + format) - Lingui `.po` files will pick up the new source paths on the next translation pass — not touched here. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
79 lines
2.3 KiB
Plaintext
79 lines
2.3 KiB
Plaintext
---
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title: Member Management
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description: Invite team members and manage workspace access.
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---
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Manage who has access to your workspace under **Settings → Members**.
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## Invite New Members
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### Using Email Invitation
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1. Go to **Settings → Members**
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2. Click **+ Invite**
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3. Enter the person's email address
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4. Select a role for the new member
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5. Click **Send invite**
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The invited person will receive an email with a link to join your workspace.
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### Using Invite Link
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1. Go to **Settings → Members**
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2. Copy the workspace invite link
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3. Share the link with new team members
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4. They'll receive access once they sign up
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## View and Manage Members
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### View All Members
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Go to **Settings → Members** to see:
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- All active members
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- Pending invitations
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### Edit a Member's Profile
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Click on a member to open their profile page. As an admin, you can:
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- Edit their **name**
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- Update their **profile picture**
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- **Impersonate** their account (useful for troubleshooting)
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- **Delete** their account
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### Change a Member's Role
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On the member's profile page:
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1. Open the **Permissions** tab
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2. View the currently assigned role
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3. Select a different role from the dropdown
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4. The change takes effect immediately
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→ [Learn more about roles and permissions](/user-guide/permissions-access/capabilities/permissions)
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### Remove a Member
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1. Click on the member to open their profile
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2. Click **Delete** to remove them from the workspace
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<Warning>
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Removed members lose access immediately. Their data (records, notes, tasks) remains in the workspace.
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</Warning>
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<Warning>
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**Email sync is also removed.** If the deleted user was the only one who synced certain emails, those emails will be permanently removed from the workspace.
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</Warning>
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## Pending Invitations
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Manage invitations that haven't been accepted:
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- **Resend**: Send the invitation email again
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- **Cancel**: Revoke the invitation before it's accepted
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## Approved Access Domains
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Allow team members to join automatically based on their email domain:
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1. Go to **Settings → Members → Invite**
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2. Add your company domain (e.g., `yourcompany.com`)
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3. Anyone with that email domain can join without an invitation
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## Related
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- [Permissions](/user-guide/permissions-access/capabilities/permissions) — configure what each role can do
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- [Domains Settings](/user-guide/settings/capabilities/domains-settings) — configure approved domains
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