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Manage members

Keeping your workspace organized and secure is essential for smooth project management. Plane makes it easy to control who can access your workspace, what they can do, and how they collaborate with others.

This guide shows you how to add members to your workspace, change their roles, and remove them when needed.

Invite a member to your workspace​

Invite user

  1. Navigate to Workspace settings > Members.
  2. Click Add member.
  3. In the modal:
    • Enter the email address of the person you're inviting.
    • Select their role: Admin, Member, or Guest.
    • To invite multiple people at once, click Add another and repeat.
  4. Click Invite.

The invited person receives an email notification with instructions to join your workspace.

If the invitation isn't accepted:

  • The invitation remains pending until accepted or declined.
  • You can manually remove pending invitations using the Remove option (see below).
Self-hosted Plane instance

Ensure your SMTP server is properly configured to send invite emails successfully. See Configure SMTP for email for more information.

Change a member's role​

Update user role

  1. Navigate to Workspace settings > Members.
  2. Find the member whose role you need to change.
  3. Click the role dropdown next to their name.
  4. Select the new role.

The role change takes effect immediately.

Remove a member from your workspace​

Remove user

  1. Navigate to Workspace settings > Members.
  2. Find the member you want to remove.
  3. Click Remove next to their name.
  4. Confirm the removal.

The member loses access to the workspace and all its projects immediately.

warning

Removing members doesn't change your seat count or billing. You must remove seats separately.