Team Members
Learn how to invite collaborators and manage your project team.
Viewing Team Members
- 1.Go to your project
- 2.Click the Settings tab
- 3.Select the Members section
You'll see all current members with their roles and join dates.
Inviting Members
Existing Cyrus365 Users
- 1.Click "Invite Member"
- 2.Enter their email address
- 3.Select a role (Admin, Member, or Viewer)
- 4.Click "Send Invitation"
They'll be added immediately and can access the project right away.
New Users
- 1.Click "Invite Member"
- 2.Enter their email address
- 3.Select a role
- 4.Click "Send Invitation"
They'll receive a magic link to:
- 1.Create a Cyrus365 account
- 2.Automatically join your project with the assigned role
Member Roles
| Role | Description |
|---|---|
| Owner | Full access, can delete project |
| Admin | Manage settings, members, groups, sprints, and tasks |
| Member | Create and manage tasks only |
| Viewer | Read-only access |
| External Viewer | Read-only for external stakeholders |
Changing Member Roles
Only Owners and Admins can change roles:
- 1.Find the member in the list
- 2.Click the role dropdown
- 3.Select the new role
- 4.Changes save automatically
Removing Members
- 1.Find the member in the list
- 2.Click the remove icon (X or trash)
- 3.Confirm removal
Tips
- •Start with Viewer for stakeholders who just need visibility
- •Use Member for team members who work on tasks
- •Limit Admins to those who need to manage structure
- •One Owner per project (transfer ownership if needed)