Team management
Open Team to manage organisation membership and team groups. Sharing a project is a separate step from inviting someone into the organisation.
Roles
| Role | Access and responsibilities |
|---|---|
| Owner | Admin access, plus organisation ownership transfer and deletion |
| Admin | Organisation and team administration, including member invitations and roles |
| Member | Work in projects they own or that are shared with them |
Owners and admins can access all projects. Other members need ownership or explicit access through a person or team grant.
Invite a teammate
- Open Team -> Members.
- Enter the invitee's email and choose their role. Owners and admins can send invitations.
- Review pending invitations and revoke any that are no longer needed.
- Once the invitee joins, open the project's Project Settings -> Project access and share the project with them or their team.
Use Sync users if a recent membership change has not appeared yet. The directory also refreshes in the background.
Share with a team
Owners and admins can create a group from Team -> Teams and add existing organisation members. Share the project with that team from Project Settings -> Project access.
Team membership and project sharing work together. Creating a team alone does not grant access to a project.
Change roles or remove access
Owners and admins can change eligible members' roles or remove them from the organisation. The owner cannot be demoted or removed through ordinary member actions.
To remove access to one project, review its people and team grants. A person may still have access through another team, project ownership, or their organisation role.
Transfer organisation ownership
Only the current owner can transfer ownership. In Team -> Members, choose Transfer ownership for the intended member, enter their email to confirm, and complete the transfer. The new owner takes over, and the previous owner becomes an admin.
Organisation ownership and project ownership are separate. Use the project access settings for project-specific changes.
Invite or share a report
Invite someone when they need to work inside Cleotic. Share a report when they only need a read-only snapshot. Anyone with an active public report link can view it without joining the organisation.