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Owners and Admins manage members from Settings > Members. They can only give out roles that include access they themselves have; any role with access beyond their own appears locked or disabled. For what each role actually includes, see Role-based access control.

Invite a member

  • Click “Invite Member” to open the “Invite Team Member” dialog.
  • Enter their “Email address”.
  • Choose a “Role”. This defaults to Member; the other options are AI Usage, Software Procurement, Admin, and any custom roles your workspace has.
  • Click “Send Invitation”.
The invitee gets an email and joins with that role once they accept. Invitations expire after a week.

Pending invitations

  • Resend or cancel a pending invitation from its row menu.
  • To change the role on a pending invite, cancel it and send a new invitation with the right role.

Assign roles to an active member

Click a member’s role in their row. It shows their first role and, if they hold more, a “+N” count.
  • In the “Roles” popover, check one or more roles, then click “Save”.
  • A note there reads: “Permissions from selected roles are combined.”
  • At least one role is required.
Nobody can change the Owner’s role or June AI’s role.

Remove a member

Open the row menu, choose to remove them, and confirm.

SSO and roles

People who join through an identity provider connection (for example, Okta) join as Member. An Owner or Admin can change their roles afterwards.

See your own role

Everyone can see their own role on their Personal Information page, under Settings > Personal Information, in the “Role” field.

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