Team Members
Manage your organization’s users, invite new team members, assign roles, and control access to Taskr.Access: Owners have full user management access. Admins can invite and manage non-admin users. See Role Definitions for details.
Overview
The Team Members section allows you to:Accessing Team Members
- Go to Settings > Team Members
- Or navigate directly to
/settings/members
Viewing Team Members
The team member list displays:Filtering and Searching
- Use the search bar to find users by name or email
- Filter by role to view specific permission levels
- Filter by status to see active, pending, or inactive users
- Filter by team to view team-specific members
Inviting New Members
Sending an Invitation
- Go to Settings > Team Members
- Click Invite Member
- Enter the user’s email address
- Select a role for the user
- Optionally assign to a team
- Click Send Invitation
Invitation Details
Bulk Invitations
To invite multiple users:- Click Invite Member
- Select Bulk Invite
- Enter email addresses (one per line)
- Select a common role
- Click Send Invitations
Invitation Status
Resending Invitations
For pending invitations:- Find the user in the team list
- Click the Actions menu
- Select Resend Invitation
Roles and Permissions
Available Roles
See Role Definitions for detailed permission breakdowns.
Changing a User’s Role
- Find the user in the team list
- Click on their current role
- Select the new role from the dropdown
- Confirm the change
Role Change Restrictions
Team Assignment
Assigning Users to Teams
- Find the user in the team list
- Click the Actions menu
- Select Assign to Team
- Choose the team(s)
- Click Save
Multiple Team Membership
Users can belong to multiple teams. Their access combines:- Permissions from their role
- Visibility into assigned team data
Managing User Status
Active Users
Active users have full access based on their role. They:- Can log in to Taskr
- Receive notifications
- Appear in assignment lists
- Count toward seat usage
Deactivating a User
When a team member leaves or needs temporary access removal:- Find the user in the team list
- Click the Actions menu
- Select Deactivate
- Confirm the action
Reactivating a User
To restore access:- Find the deactivated user (filter by Inactive status)
- Click the Actions menu
- Select Reactivate
- User regains access immediately
Removing a User
To permanently remove a user:- Find the user in the team list
- Click the Actions menu
- Select Remove from Organization
- Confirm the removal
User Profile Management
Editing User Details
Admins can update:Resetting User Password
Users can reset their own passwords via the login page. Admins cannot set passwords directly for security reasons. If a user is locked out:- Ask them to use Forgot Password on login
- Or deactivate and re-invite if email access is lost
Seat Management
Understanding Seats
Each active user consumes one seat. Your plan includes a specific number of seats:Viewing Seat Usage
- Go to Settings > Billing
- View Seats Used vs Seats Included
Tips for Team Management
- Assign the minimum role needed for each user’s job function
- Regularly review inactive users and deactivate as needed
- Use teams to organize users by department or function
- Keep ownership with a senior, permanent team member
- Document role assignments for compliance purposes
Troubleshooting
User Cannot Log In
- Verify user status is Active
- Check invitation was accepted (not still Pending)
- Have user reset their password
- Verify correct email address
Cannot Invite New Users
- Check you have Admin or Owner role
- Verify seat availability
- Ensure email address is valid and not already invited
User Missing From Lists
- Check filters are not hiding the user
- Verify user is in the correct organization
- Confirm the invitation was accepted
Related Documentation
- Role Definitions - Detailed role descriptions
- Permission Matrix - Complete access reference
- Team Setup - Initial team configuration
- Billing - Seat and plan management
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