Invite and manage team members

Written By Miro Flemke

Last updated 5 months ago

Invite team members

You can invite colleagues to join your team via email. Invited individuals will receive an email with a link they can use to join the team.

How to invite a member

  1. Open the team settings via the sidebar.
  2. Go to the Members section.
  3. Enter the person’s email address.
  4. Select a role for the new member.
  5. Click Invite.

The invited person will receive an email with an invitation link. If the person is not yet registered on Proyex, they can sign up using the link.

Pending Invitations

Invitations that have not yet been accepted are displayed as "pending." You can revoke pending invitations at any time.

Roles and Permissions

Each team member has a role that determines which features are available:

RoleDescription
Team OwnerFull access to all features, billing, team deletion. Assigned automatically when the team is created.
Team AdminCan invite and manage members, assign roles, manage all projects and tasks, export data, use CRM, and manage AI licenses.
Team ManagerCan create and manage their own projects, manage all tasks, view team time entries, and create Spaces.
Team MemberCan create and manage their own tasks, view all projects and tasks, track time, and edit their own time entries.
ControllingSpecial role for analytics: Access to Controlling, Analytics, Reports, time tracking, and data export — without project management permissions.

Change Roles

Team owners and team admins can change the roles of existing members:

  1. Open the member list in the team settings.
  2. Click on the current role next to the member’s name.
  3. Select the new role from the dropdown.

Remove members

Team owners and team admins can remove members from the team. Members can also leave the team on their own.

Plan limits

The number of team members depends on your selected plan. Once the limit is reached, you’ll need to upgrade your plan to invite more members. You’ll see a notification in the invitation section.

Frequently Asked Questions

Can I invite multiple people at once?

Invitations are sent individually per email address.

What happens if the invitation doesn’t arrive?

Check your spam folder. You can also cancel the invitation and resend it.

Can a member be part of multiple teams?

Yes, a person can be a member of as many teams as they like and switch between them.