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Adding and managing members

Add an existing Level user to a node or invite a new one by email; assign roles; manage access.

Select a node in the organization tree to see its Members tab on the right. From here you add people, assign or change their roles at this node, and remove them.

What's in the table

The Members tab shows two kinds of rows:

  • Active members — users with an actual account, currently assigned at this node. Each row shows avatar, display name, email, and role chips. Roles inherited from a parent node show with an outline-style chip; roles assigned directly at this node show with a subtle-fill chip.
  • Pending invitations — invites that haven't been accepted yet. Email icon instead of avatar, a Pending badge, the elapsed time since the invitation was sent (Invited 5 minutes ago), and the role the invitee will get on accept. The row menu has Resend invitation and Revoke invitation — see Invitations.

Adding a member

Click Add member at the top of the Members tab. The modal supports two modes:

Add member modal with two modes — existing user search and invite by email — plus role selection
The Add member modal — pick an existing user or invite a new one by email.

Existing user

For people who already have a Level account.

  1. Type their name or email in the search box.
  2. Pick the user from the dropdown.
  3. Tick one or more roles to assign at this node — multiple is allowed.
  4. Save.

The user appears in the Members table immediately with the assigned roles.

Invite by email

For new people who don't have a Level account yet.

  1. Enter an email — Level validates the format.
  2. Pick exactly one role for the invitee — radio buttons (multi-role on invite isn't supported).
  3. Save.

Level sends an invitation email. The invitee shows up in the Members table with a Pending badge until they accept.

Member actions

Each member row has an action menu (kebab on desktop):

  • Manage access — opens a modal where you can add or remove roles for this user at this node, and (if you have the Manage Roles permission) jump into Permission Overrides for fine-grained adjustments.
  • Permission overrides (visible only with Manage Roles) — opens the overrides modal directly. See Permission overrides.
  • Remove member — removes the user's assignments at this node. They keep any assignments they have on other nodes. Confirmation prompt before the destructive action.

The Owner role is protected

The Organization always has an Owner role with every permission, and members in the Owner role:

  • Can't be removed via this UI.
  • Can't have the Owner role removed from them.
  • See every team and member in the organization regardless of other restrictions.

The Owner role belongs to the organization's owner — the person whose subscription the organization runs on. It can't be handed out from the Members tab.

Inherited vs direct roles

A role assigned to a parent node, with the propagating flag set, appears on the member's chips at every descendant node — but as an outline chip, not a subtle-fill one. Inherited roles can't be removed at the descendant; you'd have to remove them at the propagating node (or remove the role's propagating flag entirely).

This visual distinction lets you tell at a glance whether someone got a permission "from above" or directly here.

Permissions to manage members

Adding, removing, and inviting members all require the Manage Teams & Users permission at the active scope (or higher up in the tree). Without it, the action menu and Add member button are hidden. Members without this permission still see the team membership list but can't change anything.