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Invite organization members

Required role: Organization Admin.

Invite someone​

  1. Open your organization's Members.
  2. Select Invite.
  3. Enter the person's email address.
  4. Choose their organization role:
    • Admin — full control of the organization, and access to every project in it.
    • Member — works on the projects they're added to.
    • Guest — an external participant, such as a subcontractor or a client.
  5. Send.

Result: the person receives an invitation email in your organization's default language. They appear in the member list straight away, marked as invited until they accept.

note

If they already have a Builddar account, the invitation links their existing account to your organization — they don't need to sign up again.

caution

Admins and Members count against your organization's seat limit. If you've reached it, the invitation is refused until a seat frees up or your plan changes. Guests do not consume a seat — invite subcontractors and clients as guests.

Resend an invitation​

Invitations get lost in spam folders.

  1. Open the member list and find the pending member.
  2. Choose Resend invitation.

Result: a fresh invitation email is sent to the same address.

See what someone works on​

Open a member to see their details and the list of projects they belong to, with their role on each. This is the fastest way to check access before a handover — or before removing someone.

Remove a member​

  1. Open the member list.
  2. Choose Remove on the person.
  3. Confirm.

Result: they lose access to the organization and its projects. Their past work — the issues they created, the comments they wrote — is kept.

caution

Removing someone from the organization removes them from every project in it. To take someone off a single project instead, do it from that project's members list — see Manage project members.

Next steps​

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