Members
The Members tab lists everyone in the organization and lets Owner/Admin manage them.
Open the Organization page
Scope and Access
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| Members Tab Scope | Lists all members of the organization. |
| Management Access | Only Owner and Admin can manage members. |
| View-only Access | Builder and Member can view the member list but cannot manage it. |
Table Columns
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| Member | Member display name and email. |
| Roles | Role chips assigned to the member. |
| Budget Group | The budget group the member is assigned to. |
| Joined Date | The date the member joined the organization. |
| Actions | Per-member actions menu (Owner/Admin only). |
Member Actions (Owner/Admin)
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| Edit Roles | Edits the member's roles; at least one role is required and Billing is not edited here. |
| Remove Member | Removes the member from the organization. |
| Assign to Budget Group | Assigns the member to a budget group. |
| Remove from Budget Group | Removes the member from their budget group. |
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| Search | Searches members by name or email. |
| Filter by Role | Narrows the list to members with a selected role. |
| Sort | Sorts by name, join date, or role. |
| Download | Exports the filtered members as a CSV file. |
| Leave | Leaves the organization yourself. |