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Organization Management

Invite team members, view your organization roster, and remove users from your TeamDay organization.

Organization Management

TeamDay organizations can have multiple members. This guide covers inviting people to your org, viewing the member list, and removing members when needed.

Invite a Team Member

  1. Open Settings in the left sidebar
  2. Go to the Organization tab
  3. Enter the person's email address in the invite field
  4. Click Send Invite

The invited user receives an email. Once they accept, they appear in the Members list with the member role.

If the email address is already associated with a TeamDay account that has access to this org, you will see a "user already has access" message.

View Members

The Members section shows every current member and any pending (not yet accepted) invites.

Each member row shows:

ColumnDescription
EmailThe member's email address
Roleowner or member
YouLabel on your own row

Note: TeamDay currently gives every organization member full workspace and organization controls. Role badges are displayed but do not yet restrict access within the product.

Resend or Cancel a Pending Invite

Pending invites appear below the active members list.

  • Resend — sends the invite email again if the recipient did not receive it
  • Cancel — removes the pending invite; the link in the original email will no longer work

Remove a Member

To remove someone from your organization:

  1. Open Settings → Organization
  2. Find the member in the list
  3. Click Remove next to their row
  4. Confirm the action in the dialog

What happens to the removed user:

  • If the removed user belongs to other TeamDay organizations, they are automatically switched to their most recently active one. Their session is invalidated and they must re-authenticate.
  • If the removed user has no other organization memberships, TeamDay creates a new personal organization and workspace for them. They become its owner and can continue using TeamDay independently.

The removed user loses access to your organization's agents, spaces, knowledge, and data immediately.

You cannot remove yourself. The Remove button is disabled for your own account row.

Transfer Ownership

Organization ownership transfer is not yet available through the settings UI. Contact support at [email protected] if you need to change the organization owner.